From the Team

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planning, and life in general.

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Recent Insights

Making Cents: Take the Noise in Stride When Considering Investment Approach

Looking back over history there are many times when policy, politics and fear overcame markets. It happens in just about every market; real estate, Wall Street, Currencies and Commodities both domestically and abroad. Sometimes these markets react favorably and other times, unfavorably. What is exceptionally tough to do is to use policy, politics and fear to…

Office Reopening

We are finally opening our office after about 7 weeks of construction and many months of planning. Overall, everything went according to plan with only a few minor items still on the punch list. What we confirmed in the process is that as long as we have power and Wi-Fi, we can function – but…

Market Update – Debt Ceiling Observations

Undoubtedly you’ve seen numerous stories in the media recently about the national debt and the debt ceiling. The short story is the US debt limit will need to be raised by Congress to fund the federal government’s spending obligations. If an agreement is not reached in a timely manner, perhaps by early June, it’s unlikely,…

My Wedding Draws Near: The Good, The Bad & The Ugly

The Good  She still loves me: Despite a slow start out of the gate in regard to my (limited) wedding planning responsibilities, we are still on track to tie the knot over Columbus Day weekend in Santa Monica, California. As cheesy and cliché as it sounds, we are ready to drop everything, skip hand-in-hand to…

Making Cents: Real Estate As An Investment

Many people own some real estate, and for the most part, those who don’t own property still have the desire to own as a part of their financial forecast. Whether it’s your primary residence, a second home or an investment property, there are several ways to look at real estate from an investment point of…

family mountain

Making Cents: When You’re In Charge Of An Estate

There is a saying about the only two things that are certain in life are death and taxes. That may be true, but for people with any assets, there is a third to be concerned about. That third issue is the resolution of the estate of the decedent. The loss of a loved one is…

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