Originally published in North Bay Business Journal There’s no denying that a lot is happening in the world right now. The news is filled with headlines about the debt ceiling debate, the war in Ukraine, inflation, and the state of the economy, which may lead many to doubt or feel worried about their investments. They […]
Read More… from Is Now a Good Time to Invest in the Markets?
Originally published in North Bay Business Journal Interest rates continue to be on everyone’s minds these days, and with good reason: The Fed has raised rates a total of six times this year in an effort to combat inflation. With mortgage rates hovering around 20-year highs and the housing market softening, what is the most […]
Read More… from Should I Stay or Should I Go? Six Tips for Real Estate Moves
Originally published in North Bay Business Journal Last month President Biden announced a plan for student loan relief, which almost immediately erupted into a firestorm of differing opinions on the merit of this move. Some people applauded this as necessary and compassionate help for the millions of people struggling to make payments on loans which […]
Read More… from Be Smart about Student Loans with an Eye on Future Wealth
Originally published in North Bay Business Journal Typically, I shy away from the “National this-or-that” Days that make the rounds on social media. Still, one of those recently captured my attention: August has apparently been named National Make-a-Will Month and given my work and experience as a Wealth Advisor, this is a cause I can […]
Read More… from Outsmart the Certainty of Death and Taxes: Make a Will
Originally published in North Bay Business Journal Diversification. Financial Advisors use this word a lot when describing how the best portfolios are constructed, and it’s one of the keys to a successful investment strategy. The big idea here is that a properly diversified portfolio will mitigate losses because investments react to the same event in […]
Originally published in North Bay Business Journal My Willow Creek colleagues and I recently received some client feedback that every Wealth Advisor dreams of hearing: our client shared that rather than panic during this period of market volatility, she leaned into what she had learned from her advisor over the years, which is to imagine […]
Read More… from The Do’s and Don’ts of Handling Market Volatility
Originally published in North Bay Business Journal In early April, I was at a dinner party with friends and acquaintances. One of them was a guy I had not seen in over a year, and I asked him what he was up to. He dove into a long explanation of how he quit his job […]
Read More… from Investor or Speculator? NFTs, FOMO, and One Bored Ape
Originally published in North Bay Business Journal When working with a specialist — a doctor, lawyer, auto mechanic or anyone else — asking the right questions is critical in getting your needs met and the best service possible. However, we often don’t know what we don’t know, thus formulating smart questions can be difficult. Here […]
Read More… from Seven Critical Questions to Ask a Financial Advisor
Originally published in North Bay Business Journal The onset of inflation has been one of the dominant stories in the press and financial markets over the past few months. You can see it everywhere, from the increase in the price of gas at the pump to the cost of food at the grocery store. After […]
Read More… from Market Commentary: Spring 2022 – Cash, Stocks, and Bonds
Originally Published in North Bay Business Journal April is Financial Literacy Month, and as a Certified Financial Planner®, I can tell you stories upon stories of how beneficial it is for parents to start early in teaching their children about money. I can also share myriad stories about how a lack of financial knowledge has […]
Read More… from Healthy Boundaries are Crucial, Especially with Finances
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