As we prepare for this new year and new decade, we wanted to summarize and share some important dates to remember. While we enjoy staying…

  A late Thanksgiving seemed to accelerate us into the holiday season this year.  As we now find ourselves well into the holidays, it can…

At Schwab’s recent IMPACT conference in November, there was a presentation about a concept called “investor volatility,” which is different than market volatility.  Here’s an…

Brian, Matt S., Matt R. and Kim all attended various sessions of the Schwab IMPACT conference held in San Diego in early November.  As a…

Dating back to the early 2000s, Health Savings Accounts (HSAs) have become a popular strategy for paying for medical expenses. HSAs are tax-advantaged medical savings…

The following is an interview with Peg and Bob Eddy. We asked them to share some of their perspectives regarding their retirement on May 1,…

Recently at a social event, one of our advisors was asked, “do only the ultra-wealthy need a financial planner?” The short answer is, “no.” We…

So you are headed off to college? This is an exciting time in anyone’s life, but it often comes with unforeseen challenges. Moving out of…

The US stock market has delivered an average annual return of about 10% per year since 1926. But short-term results vary widely and in any…

Being part of the 2019 LEAD Impact class of San Diego was a unique experience that I will never forget!  After having lived in San…