Blog

Empowering You to Live Your Best Financial Life

Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.

Sign up for our Tips!

Rely on the Wisdom of the Crowd

Rely on the Wisdom of the Crowd

If we invest in a market-like portfolio, with wide diversification and diligence around our appropriate asset allocation, we can predict the return it will provide fairly well. It takes planning to ensure we can do everything we want given the realistic returns we can expect from such a strategy.

Protect Your Assets by Understanding Your Exposure

Protect Your Assets by Understanding Your Exposure

Many of my clients originally reached out to me because they have a lot of company stock and don’t understand what it is or when to sell it. They are aware they lack “diversification,” but don’t know what to do about it—or if diversification is a big deal at all.

I Just Sold Some Stock—Now What?

I Just Sold Some Stock—Now What?

You’ve finally pulled the trigger, selling a chunk of your company stock and leaving you with a pile of cash sitting in your brokerage account. What now? Now you have a pile of cash and need to know what to do with it. Let’s talk about that.

How to Manage Your RSUs

How to Manage Your RSUs

Running on autopilot can be dangerous. If a pilot’s course is off by 1 degree traveling from San Francisco to New York, they will end up 40 miles out in the Pacific Ocean. Likewise, if you don’t recalibrate your financial autopilot settings, you’ll miss your destination of financial security.

Unlocking the Power of Diversification: The Key to Financial Success

Unlocking the Power of Diversification: The Key to Financial Success

It is unfortunate, but to understand why diversification works, we must understand a little math. This mathematical magic is the key to constructing a portfolio that your well-thought-out financial plan deserves: a beautifully diversified investment strategy!

Why SVB Is Important For Your Portfolio

Why SVB Is Important For Your Portfolio

On March 8th, SVB was trading at $267 per share. By March 10th, you couldn’t give your SVB stock away. Investors lost $16 billion in 2 days. It’s easy to say, in hindsight, that it couldn’t happen to you, but there are some 8500 employees who just lost tens of millions of dollars in their company stock.

Why Diversification Works

Why Diversification Works

It is unfortunate, but to understand why diversification works, we must understand a little math. This mathematical magic is the key to constructing a portfolio that your well-thought-out financial plan deserves: a beautifully diversified investment strategy!