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Category: Monthly Insights

Crisis management

03/18/2020

Please read on. This is not the advice you may be expecting. The Chinese word for crisis is a combination…
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What I learned from 4 market crashes

02/24/2020

One upside of a receding, gray hairline is that I’ve seen a lot. Over 30 years in finance, I have…
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Do you want fries with that?

01/19/2020

McDonald’s figured out long ago that, to boost sales, they could ask every customer, “do you want fries with that?”…
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Tax moves before the ball drops

12/17/2019

Before year-end, we review each client’s tax situation to determine if there are last-minute moves they can make to reduce…
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Money sense for the next generation

11/24/2019

One beauty of getting older: we have a lot more “real world” experience than our younger family and friends. That’s…
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Spreading the wealth, carefully

10/29/2019

If you spend less time thinking about how to give your money away than how to make it, you’re like…
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Divorce and money

09/23/2019

Over the past few years we have worked with an increasing number of divorcing or divorced clients. Divorce and personal…
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CFP Professional

Congrats, Katie Villegas, CFP®

08/18/2019

I’m thrilled to announce that our colleague, Katie Villegas, is officially a CERTIFIED FINANCIAL PLANNER™. Katie did the coursework and…
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Anything worth doing …

07/29/2019

  … will take time, a plan, periodic adjustments and a team effort.              …
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Uncomfortable truths

06/30/2019

Most of us like to think we’re pretty rational. That’s often not the case — especially when it comes to…
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