Welcome to 2021! For most people, the turning of the calendar is a very familiar ritual with New Year’s eve parties, resolutions to do better in the year ahead and more! But the transition into this new year is obviously very different. There were likely no parties unless you [...]
As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Areas of the economy have been damaged and may never fully recover, but other areas will adapt, reinvent, and help reinvigorate growth. 2021 is [...]
Welcome to 2021! For most people, the turning of the calendar is a very familiar ritual with New Year’s eve parties, resolutions to do better in the year ahead and more! But the transition into this new year is obviously very different. There were likely no parties, unless you were [...]
After the financial markets posted another strong performance during the first half of this year, the word “magic” keeps coming to mind! And it’s not just because the word offers an apt description of the pretty wizardly stock market returns lately. My current interest in sorcery also comes from observing [...]
After a difficult winter which saw many parts of the Midwest and East Coast suffer through severe cold and snow, there is no doubt that much of the country is ready for Spring! And although many in California are likely wishing for our own winter-like conditions to ease the drought, [...]
It’s not often that we can gain investment insights from an 18-year-old wunderkind. Many of us marveled at the performance of American Mikaela Shiffrin at the Sochi Winter Olympics, where she became the youngest Olympic slalom champion. What makes Shiffrin remarkable is not only her success, but also her approach [...]
The signs of fall are upon us: the onset of cooler evenings, slightly shorter days and the turning of leaves. And the new time of year brings the familiar like a new football season and other rituals like Halloween. But recently, I thought about an important but less noticed pastime [...]
"Out with the Old, and in with the New" I thought of this well-known quote when I drove my sons across the Eastern span of the Bay Bridge earlier this month during the first few hours of its opening. Making that historic drive was certainly memorable, especially after waiting so [...]
We have all heard that old adage that “money can’t buy happiness”! And although I am a financial professional whose job is to inspire people to make sound financial decisions, I think there is a lot of truth to this saying. The pursuit of financial well-being at the expense of [...]
With temperatures in parts of the Bay Area recently moving the thermometer well north of 100 degrees, I have begun to wonder if there was any connection between the stifling weather and other unexpected and bumpy developments in the financial world! As you might have guessed, I am referring to [...]
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