March 2022
It's no secret that any market -- stocks, bond, real estate, cryptocurrency, etc. -- goes up and down. What may not be so clear is how this affects your…
February 2022
When you leave your job for whatever reason, and you have a retirement plan with that to-be-former employer, you’re at a decision point about the money you have in…
January 2022
Last year I decided to read a book a week, which is a pretty audacious commitment for someone who doesn’t like to read. An oft-cited habit of the…
December 2021
I serve many clients who live in the San Francisco Bay Area, which is a beautiful but expensive place to live. I’m regularly having conversations with them about…
November 2021
Financial planning encompasses a long list of analyses and tasks. The reality is that my firm alone can’t possibly do financial planning, implement all the suggestions, and do it…
October 2021
What’s the biggest mistake investors make? Not doing something significant with their money. They build their careers, they make money, and they save early and often and…