Archive

Archives

Locations

Subscribe via Email

Enter your email address:

Politics and Investing

Recently, I had four client meetings on the same day.  While four client meetings on the same day isn’t unusual, what was unusual was the main topic of all of the meetings.  The first two clients were incredibly anxious about Joe Biden winning the Presidency and their stock portfolio crashing.  The third and fourth meetings, […]

Read More

Good News

There is so much negative news out there right now.  Everyone is feeling anxiety and stress, so I thought it would be helpful to pass along some of the good news that is being circulated.  This blog was originally posted by Peter Diamandis (linked to the original below.) (1) Vaccine development: An experimental vaccine developed by […]

Read More

What is the Secure Act?

The Secure Act is piece of retirement legislation that was making headlines the past several months as it navigated through Congress. The House of Representatives passed the proposal back in May of 2019 and it was recently approved by the Senate in the middle of December. The Secure Act imposes a spectrum of changes primarily […]

Read More

Forecasting Investment Returns

This is never easy, but the board of the largest U.S. pension fund is taking a new look at what the future might bring.  The California Public Employee’s Retirement System (Calpers) plans to lower the current 7.5% goal to 7.0%, phased in over the next thee years. With this decision, Calpers is changing its business […]

Read More

Planning For A Successful Retirement

Retirement means many different things to everyone.  It’s generally the goal for most people to do something they love with the last quarter of their life.  It should be an exciting time, but when you hear that most Americans won’t be able to afford retirement, it can be worrisome.  There are certain aspects that can’t […]

Read More

Planning for your digital afterlife

Not too long ago, I attended the funeral of a good friend who was taken way too early from our lives.   Her family was having difficulty figuring out how to access a Shutterfly account that she had been using to store photos of her children.  It took them a few weeks, but they were finally […]

Read More