What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Wednesday, March 25, 2020
"Toilet paper stockpiled – Check. Watched how to wash my hands video – Check. No sports, no school, no hairdo-dye appointment." You're not alone. An estimated 5% or more of the world’s population died from the...
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Friday, February 28, 2020
In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic...
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With a new year and decade here, there are some new law changes that are now in effect which may impact you and/or your retirement. The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as SECURE Act, was...
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Wednesday, January 22, 2020
While few (if any) of us look forward to tax season, it does offer an excellent opportunity to revisit your tax and investment strategies, and determine how recent tax law changes may impact your income, cash flow, investment, and estate...
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Friday, June 22, 2018
In the current political climate, it’s easy to fall victim to feeling helpless against the powers that rule. It seems that each week we are made privy to a new mass shooting—at music festivals, churches, and most prevalent:...
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After fifteen peaceful months of nearly uninterrupted advances, the market has finally begun to correct itself. Between the election and February 5th, the market experienced only four days with a decrease of more than 1%-- the same...
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Tuesday, November 14, 2017
Your childhood best friend calls you with bad news: he has cancer. In your youth, you thought you were invincible, but this myth just crumbled away. The illness reminds you that mortality is real. You’ve been planning a big...
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Wednesday, October 11, 2017
Do you remember when Billy put the test notes in his shoe or when freshman Sally plagiarized her senior sister’s essay? They sure did cheat success. Each one might have had the temporary success of a better grade; however, they...
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Monday, September 25, 2017
Watch and listen to our college planning webinar to learn about the nuances of the college admissions process from standardized tests to the essay to finding the right campus for your student.
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Friday, September 15, 2017
Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this...
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Interactive Sushi Party with Chef Kaz Matsune. Enjoy appetizers, sushi & drinks. RSVP by July 20, 2017.
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Thursday, March 2, 2017
Aging and death are taboo topics, second to discussing politics over holiday dinners. Discussions rarely take place; do your loved ones know your plans to either or both topics? Do you even know your spouse’s wishes? As a child...
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Tuesday, May 24, 2016
From radio ads urging you to refinance your home, to billboards imploring you to attend a flip-that-house seminar, or friends encouraging you to get in on the ground floor of the latest multi-level marketing scheme—we’re...
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Tuesday, April 19, 2016
A well-dressed woman driving a BMW pulls up to your neighbor’s mailbox. The “For Sale” signs that are clearly visible in the back seat of her car identify her as a real estate agent. What is less evident as she goes...
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Tuesday, February 2, 2016
Over the last few years, we have faced a variety of challenges in the market. Times of stress spark the need for discussion, reassurance, and often, historical context. In 2013, we started the year worried about the impending fiscal...
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Tuesday, January 6, 2015
How will the state budget crisis impact you and your retirement plans? Jacques and his team have been serving the retirement planning and wealth management needs of the UC Berkeley community for more than a decade...
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Friday, July 29, 2011
History serves as a great educator when it comes to our only guarantees in life—death and taxes. Yet taxes are not always as evident and straightforward as we might assume. In fact, many taxes are hidden in plain sight and for...
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