Retiring in a Post-Pandemic World
Tuesday, February 2, 2021It 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
Read MoreWhat’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.
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
Read MoreThis “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...
Read More"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...
Read MoreIn 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...
Read MoreWith 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...
Read MoreWhile 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...
Read MoreIn 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:...
Read MoreAfter 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...
Read MoreYour 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...
Read MoreDo 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...
Read MoreWatch 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.
Read MoreLast 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...
Read MoreInteractive Sushi Party with Chef Kaz Matsune. Enjoy appetizers, sushi & drinks. RSVP by July 20, 2017.
Read MoreAging 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...
Read MoreFrom 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...
Read MoreA 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...
Read MoreOver 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...
Read MoreHow 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...
Read MoreHistory 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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