Keep Calm and Invest On (Yes, Even THIS Time)

Originally published in North Bay Business Journal When welcoming a new client to our firm, I often begin with the caveat that you will hear one piece of advice so often from me that I may sound like a broken record at times. This guidance lies at the very heart of our investment philosophy. However, […]

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Teach Your Young Adult Children to Handle Their Finances

California gets an “’F’ when it comes to preparing our children for the real world of money,” says the most recent report by the Champlain College Center for Financial Literacy. The Center graded every state on their efforts to produce financially literate high school graduates, and California scored close to the bottom. There’s just no […]

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10 Ways to Teach Children Financial Literacy

In our wealth management practice, we are often asked how our clients can best teach their children about money to help them down a path to becoming prudent financial managers as adults. Gained in more than three decades of service, the following are some of the best techniques we’ve learned to help families pass along […]

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Career Opportunity – Client Service Associate

Join a fast-paced, detail-driven, and team-oriented wealth management firm in the North Bay! We have an opportunity for one service-focused individual to join our firm as a Client Service Associate. Our ideal candidate is motivated, organized, personable, and looking for a long-term career path in financial services and wealth management. If this skillset describes you, we would love to speak […]

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How to Protect Yourself from Online Threats

In light of the increasing number of cyber attacks and data breaches in today’s technology-driven world, it is a good idea to always be mindful of protecting your own personal information when communicating via email or accessing financial websites. To this end, we have assembled the following list of tips to help minimize your risk […]

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Is Now a Good Time to Get into the Stock Market?

That is a question we often hear from prospective clients. The answer is, yes — and no. There is always uncertainty, and the markets could plummet tomorrow. Even though we follow markets closely and read endlessly, we can’t predict the future. So, let’s look at the market right now. There are lots of reasons we […]

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Video: Sustainable Living Webinar with Ellie Cohen

We would like to thank everyone who joined us for our Sustainable Living Webinar this morning! If you weren’t able to attend (or just want another chance to digest all the information presented) here is the webinar recording, as well as slides from Ellie’s presentation. If you have any ideas you would like to share […]

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GameStop Lessons

The GameStop story dominated the financial news cycles last month, and with good reason: it is a gripping narrative illustrating the drama of the stock market (and perhaps will have repercussions that could change fundamental aspects of investing). This story has passion, energy, and of course, winners and losers. How very fitting that one of […]

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Improve Your Financial Health

Blood bath. Frenzy. Sell off. Spooked investors. Wild session. Stocks plunge. Crazy market swings. These are just a few of the sensational phrases the financial media use to describe stock market activity. These phrases are designed to evoke emotions like excitement, anxiety, and even downright panic, and the intention in using phrases like this is to compel the audience to take an action. Whatever action you are urged to take […]

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Fight Climate Change at Home, at Work, and With Your Money

We invite you to join us for the first in our new series on climate and sustainability issues.   Our inaugural guest will be Climate Center CEO Ellie Cohen. She will be joined in conversation by Willow Creek Advisor Rawson Gulick. Together, they will explore the science behind greenhouse gas emissions and the changes, both […]

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