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2023 Q4 Quarter-End Market Update: The Great Puzzle
I think it is fair to say, as we end this interesting and challenging year and head into perhaps the strangest election year ever, that we are faced...
How Much Investment Risk Can (or Should) You Take On?
The word “risk” typically has a negative connotation. That’s unfortunate because some degree of risk is necessary to grow your wealth and live the...
Global Events and Capital Markets
Where to begin? It is difficult to make sense of all of the events unfolding around the world as we approach the end of a tumultuous year and look...
Holidays and Trust Funds: Discussing Generational Wealth Transfer & Family Wealth Planning with Adult Children During the Holidays
The holidays are a time for family, feasting, and... generational wealth transfer discussions? Don't let the thought of talking money with your...
2023 Q4 Mid-Quarter Market Update – A World of Turmoil and Transformation
War in Israel/Gaza On October 7 Hamas invaded southern Israel, massacred 1,400 Israelis and others from around the world, and took 240 hostages. ...
Practicing Gratitude for Wealth and Health
Gratitude is like a superpower for your wellbeing. Over the past few decades, research has linked gratitude to increased happiness, improved mental...
How Should You Fund Your Retirement Spending?
As a planning-centric firm, we talk to clients often about spending strategies in retirement. One that comes up often is the concept of living off...
Knowing Your Value: How to Negotiate a Raise During Review Season
As the year comes to a close, many hand-working employees find themselves facing their annual performance reviews. While these evaluations can be...
Third Quarter 2023 Market Overview
2023 has seen robust returns in the first half of the year, with a significant pullback in the third quarter. In the second quarter letter, we...
What to Know About Divorce in California
Divorce is often cited as one of the most stressful life events anyone can experience. Beyond the challenges you must deal with in the moment, you...
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