Engaging with Aging, Part I

By |2023-06-02T14:23:14-07:00June 2nd, 2023|

Gradual changes in our physical and mental abilities, coupled with changes to our social landscape, bring many to consider a more dramatic change: – should they move to a residential community that provides built-in care services and new social opportunities Or should they stay in their home?

Debt Ceiling Déjà Vu

By |2023-06-02T14:13:19-07:00May 26th, 2023|

We recognize that the debt ceiling is a negotiation, and classic public negotiation tactics should be expected. While headlines can make it tough to find reasons to be optimistic, it’s helpful to look to the historical patterns of similar negotiations to put current events into context.

Missing the Forest for the Trees

By |2023-05-26T13:58:54-07:00May 12th, 2023|

Understanding how global economic systems affect global ecosystems allows for better economic and financial decision making. Together with consumer demand and policy changes, investors have the ability to influence our efforts to protect the environment through financial allocation.

Leaving a Personalized Legacy

By |2023-05-12T15:46:12-07:00May 5th, 2023|

To personalize your legacy, take a step forward with your estate planning, adopting an attitude of contemplation as you mentally meander through what you want and what you don’t want.

Straight-Line Thinking

By |2023-05-12T15:47:08-07:00April 28th, 2023|

It is human nature to assume the present landscape will continue unchanged. This straight-line thinking can impede our ability to make decisions about a future that is constantly in flux.

When Credit Gets Crunched

By |2023-05-05T16:24:30-07:00April 21st, 2023|

Businesses and consumers are finding it increasingly difficult to get new loans, and the impacts of a full-fledged “credit crunch” are becoming visible.

Resiliency in a Messy Reality

By |2023-04-21T15:10:22-07:00April 7th, 2023|

Q1 2023 Market Commentary
It is a collaboration with our clients that spans technical details, emotional needs, and the irrational and unexpected elements of life goals that makes possible the process of determining the path forward.

The Right Amount of Liquidity

By |2023-04-14T13:55:57-07:00March 24th, 2023|

Many things can affect the “right” amount of cash to have on hand. In our conversations with clients, we compare it to financial decisions involving a trade-off between security, risk, and return.

Investing in a Changing World

By |2023-03-24T15:09:17-07:00March 10th, 2023|

ESG is not a cure-all for the environmental or social challenges we collectively face. It can, however, serve as a valuable tool for investors to reduce specific portfolio risks and align their investments with a changing world.

Moving House

By |2023-03-17T14:39:15-07:00March 3rd, 2023|

There will always be unknowns when embarking on a big move to a new state or country, but it will be smoother – and more exciting – when you take the time to plan in advance.

The Return of Reasonable Alternatives

By |2023-03-10T12:49:58-08:00February 24th, 2023|

Markets are starting this year from more reasonable valuations and with bonds yielding stronger income than prior years. This balance should benefit patient investors and diversified portfolios as they navigate short-term storms and begin rebuilding portfolio values.

A Welcome Sight

By |2023-02-24T14:18:17-08:00February 10th, 2023|

The economic and market landscape still includes plenty of uncertainty, but it is a welcome sight to see portfolios rebuild some value early in the year.

2022 Community Engagement Report

By |2023-02-17T11:50:01-08:00February 3rd, 2023|

Looking back at 2022, we reflect on our impact in our various communities and ask ourselves, why does community engagement matter to us? We remind ourselves that, as humans, we thrive on our connection to others.

Back to the Future: Electric Vehicles

By |2023-02-17T13:54:34-08:00January 27th, 2023|

If you enjoy having the latest technology and you’re willing to pay a slight premium for that experience, or you hate paying for gas and like the idea of fighting against climate change, then the new landscape of EVs provides some enticing options.

A Wandering Market

By |2023-01-20T14:19:12-08:00January 20th, 2023|

Financial markets can have phases of directionless wandering as investors await more information. We may be in one of those moments right now.