Celebrating Two Decades of Partnership and Service
Last month we celebrated the 20th Anniversary of Roger Hewins and Martha Post’s business partnership and service to clients. Over those years, Roger and Martha have worked together to serve hundreds of families with complex financial lives, helping them to find...
Did You Fail At Something? Good—Do Something Else
I ran across this article, “Did You Fail At Something? Good – Do Something Else,” by Darius Foroux, and it got me thinking about how dynamic financial planning can help clients move past disappointments and frustrations. Financial planning isn’t always the most...
China Update #47
In one of our recent client letters, The Chinese Connection, we discussed China’s role on the world stage as the world’s second-largest economy and as an aggressive power seeking dominance in both economic and military matters. The relevance to our financial plans...
Ransomware doesn’t have to knock you offline
This is a fascinating article from the Wall Street Journal (behind a paywall) about a couple that accidentally managed to take over almost all of the surveillance cameras in Washington, D.C. right before Trump’s inauguration. All they did was send out hundreds of...
FAAAM! – with apologies to Irene Cara
FAANG Big news - Jim Cramer is unceremoniously pulling the plug on Netflix. This obviously destroys the FAANG acronym he created and which we have found useful in describing the phenomenal growth of a handful of “tech” companies: Facebook, Amazon, Apple, Netflix, and...
Be of good cheer!
Here we go! The next 12-month period promises to be among the most interesting runups to an election in a long time. For some, it may also be an alarming and discouraging time. As almost everything gets perceived through a political prism, and media sources take...
Three Things a Financial Planning Internship Provides
I am a student at the University of Arizona, studying Business Economics, but I originally grew up in the Bay Area. In the fall of my junior year of college, I was given the opportunity to attend one of the largest conferences for the Registered Investment Advisor...
The Chinese Connection
Asia is complicated. You might have noticed. China is in the headlines a lot lately, for good reason. But anyone who views the current set of issues as short-term and requiring the usual “kick the can” treatment is missing a lot. We have been “kicking the can down the...
Trade, Interest Rates, and Investment Discipline
I dreamed a thousand new paths...I woke and walked my old one – Chinese proverb[i] The last week has seen the biggest drop of the year in global equities as two main macro drivers of equity prices for the past two years – trade disputes with China and Federal Reserve...
July 4th: A time for celebration and gratitude
Before we get down to business, it is always good to take a moment for the most important things. In 1776 we were blessed with the opportunity to become a free and sovereign nation. Having achieved that, we were doubly blessed when our Founders wrote and adopted our...
Celebrating Two Decades of Partnership and Service
Last month we celebrated the 20th Anniversary of Roger Hewins and Martha Post’s business partnership and service to clients. Over those years, Roger and Martha have worked together to serve hundreds of families with complex financial lives, helping them to find...
Did You Fail At Something? Good—Do Something Else
I ran across this article, “Did You Fail At Something? Good – Do Something Else,” by Darius Foroux, and it got me thinking about how dynamic financial planning can help clients move past disappointments and frustrations. Financial planning isn’t always the most...
China Update #47
In one of our recent client letters, The Chinese Connection, we discussed China’s role on the world stage as the world’s second-largest economy and as an aggressive power seeking dominance in both economic and military matters. The relevance to our financial plans...
Ransomware doesn’t have to knock you offline
This is a fascinating article from the Wall Street Journal (behind a paywall) about a couple that accidentally managed to take over almost all of the surveillance cameras in Washington, D.C. right before Trump’s inauguration. All they did was send out hundreds of...
FAAAM! – with apologies to Irene Cara
FAANG Big news - Jim Cramer is unceremoniously pulling the plug on Netflix. This obviously destroys the FAANG acronym he created and which we have found useful in describing the phenomenal growth of a handful of “tech” companies: Facebook, Amazon, Apple, Netflix, and...
Be of good cheer!
Here we go! The next 12-month period promises to be among the most interesting runups to an election in a long time. For some, it may also be an alarming and discouraging time. As almost everything gets perceived through a political prism, and media sources take...
Three Things a Financial Planning Internship Provides
I am a student at the University of Arizona, studying Business Economics, but I originally grew up in the Bay Area. In the fall of my junior year of college, I was given the opportunity to attend one of the largest conferences for the Registered Investment Advisor...
The Chinese Connection
Asia is complicated. You might have noticed. China is in the headlines a lot lately, for good reason. But anyone who views the current set of issues as short-term and requiring the usual “kick the can” treatment is missing a lot. We have been “kicking the can down the...
Trade, Interest Rates, and Investment Discipline
I dreamed a thousand new paths...I woke and walked my old one – Chinese proverb[i] The last week has seen the biggest drop of the year in global equities as two main macro drivers of equity prices for the past two years – trade disputes with China and Federal Reserve...
July 4th: A time for celebration and gratitude
Before we get down to business, it is always good to take a moment for the most important things. In 1776 we were blessed with the opportunity to become a free and sovereign nation. Having achieved that, we were doubly blessed when our Founders wrote and adopted our...
