This past quarter provided a shock to our system with the first run on a major bank since the Great Recession in 2008-09. It reminded us of how tenuous (and yet, at the same time surprisingly robust) our banking system often is as well as how shocks to the financial markets can come, seemingly, out […]
Read More… from Market Commentary: Spring 2023 – March Madness
Sometimes it can be difficult to remain a disciplined investor. Over periods of time, a diversified buy-hold-rebalance strategy can seem like it is not performing as well as it should, especially when we see some other “hot investment” making headlines. It can lead us to wonder if we may be missing out on some new […]
Read More… from Market Commentary: Winter 2022 – Fear of Missing Out
Originally published in North Bay Business Journal For investors, it has been a trying year: Both stocks and bonds have been down at the same time, which is not common. It is quite rare for bonds to be down in any material way during periods of stock market decline. To put this into perspective, the […]
Read More… from Market Commentary: Fall 2022 – Bad Year for Bonds
Diversification. We use this word a lot when we describe how the best portfolios are constructed, and it’s one of the keys to a successful investment strategy. The main idea is that a properly diversified portfolio will mitigate losses because different investments react to the same event in different ways. Our portfolios are comprised of […]
Read More… from Market Commentary: Summer 2022 – Thoughts on Diversification
I’ve been in the financial advisory world for almost 40 years. I’ve learned a lot about how markets work, but more important, I’ve observed how successful investors react to market volatility. I’ve experienced many bear markets, where stocks have dropped over 20%. Bottom line – the most successful investors call us to discuss increasing their […]
Read More… from Video: How to be a Successful Investor with Bruce Dzieza
It’s clear that we’re experiencing a period of market volatility. Hang in there, and take comfort in the knowledge that we are doing what we do best behind the scenes to protect what you’ve worked so hard to build. Below is a video explaining how rebalancing, tax-loss harvesting, and other strategies we implement in your portfolio during volatile times can create long-term rewards as markets […]
Read More… from When the Market Drops, What’s Our Plan? Hang in There.
How can our food system promote health and build community? And how does your charitable giving plan reflect your values? Join us for a conversation with Rawson Gulick, CFP® CAIA, Willow Creek Wealth Advisor, and Cathryn Couch, Founder and CEO of Ceres Community Project, as they examine the importance of a truly sustainable food system […]
Read More… from Sustainable Living: Our Food System and Charitable Giving
What does it really mean to “buy low and sell high?” Here is Wealth Advisor Jake Weber with an explanation. […]
Read More… from Portfolio Rebalancing: A Simple Concept with a Big Impact
Thank you to everyone who attended! We hope you enjoyed the insightful, optimistic conversation, with fantastic questions from the audience. If you weren’t able to join us for our discussion on inflation or would like another chance to listen, here is the recording of the September 1, 2021 webinar. Thank you, as well, to Apollo […]
Read More… from Video: Inflation with Mark Keating and Apollo Lupescu
We are so excited to host Sam and Sarah Adams from Vert Asset Management as our guests for next week’s Sustainable Living Webinar! Vert Asset Management is a global sustainable real estate fund, and Sam and Sarah are passionate about environmental sustainability and the possibilities and promise of sustainable investing. Before we tackle the issue […]
Read More… from What’s a REIT? Owning Real Estate Without the Hassle
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