The Value of an Advisor
On this day, I ran out of the Memorial Stadium tunnel that was lined with the infamous California Marching Band, cheerleaders, and over eighty thousand amped fans in the crowd. As
Earnings, What Say You?
If you have been watching any of the headlines over the last month, you’ve probably gone through the whirlwind of emotions that come with the unraveling of our economy. And
Advice at The Water Cooler
Do you remember the days of being in the office? I know, it seems so long ago. Nonetheless, when in the office with your colleagues is where the most potent “water cooler” talk
Your Wealth Design
2015 was a strange year for me. I was a younger investment advisor in Washington, DC, a city vibrant and colorful with a diverse set of young professionals. Generally, I was happ
The Bear Market Balancing Act
Let’s face it. In this bear market, everyone is performing some sort of balancing act. It may be the recently-minted stay at at home parent who is balancing conference call
EP 71: A Note on the COVID19 Pandemic
In this episode, I share a letter that I wrote to my clients and offer up a little encouragement for navigating these scary times. Listen in! I promise you that you’ll walk a