Blog
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.
Modern Identity Theft and What You Can Do About It
The biggest security breach in recent history affected more than 600 people and perhaps tens of millions of people. It all began in May 2023 when a hacker group gained access to MOVEit, a file transfer program used by a wide range of...
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Political Poker
Count on this: If the United States government does not have a debt agreement, lawmakers will probably kick the can down road. U.S. debt total $31 trillion and counting...
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A Fixed Income Story
August 23, 2022 Webinar on fixed income markets. Audience: 401(k) participants and personal financial planning clientsPlease click here to watch
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Retiring in a Post-Pandemic World
It can be difficult sometimes to think about the future during times like these. But if you did, how would you retire in a post-pandemic world? Learn more
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4 Health Hacks for Working Remotely
This “Jacques’ Journal” is a collaboration with Maryam, founder of Office Yoga. I can personally credit Maryam’s coaching, for helping me be able to play soccer into my 40’s. Those forever-tight hamstrings...
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Rattled By The Market Drop? You're Not Alone
"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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Buying Snow Tires In A Blizzard
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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SECURE Act
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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Tax Season Again
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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Investor With a Cause
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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When it Rains it Pours
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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Don't Wait Until it's Too Late: 8 Reasons to Update Your Beneficiaries
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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Cheaters Never Prosper
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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College Planning Webinar
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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Equifax Breach
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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20th Anniversary Celebration Invitation
Interactive Sushi Party with Chef Kaz Matsune. Enjoy appetizers, sushi & drinks. RSVP by July 20, 2017.
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Love Letters
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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How Duopolies, Deficits & Debt Impact Your Nest Egg
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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Protecting Yourself and Loved Ones from Identity Theft May be Easier than You Think
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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Facing Volatility
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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UC Berkeley
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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Saver's Tax
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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