Investing

Gen Xers…Know What an Inherited IRA Is?

An amazing phenomenon is about to occur. Ever wonder why your great Uncle can afford that Porsche and wear Polo? Born between 1946 and 1964, baby boomers were and still are a generation that was able to accumulate immense wealth due to a strong labor market, very cheap housing and the ability to save via […]

What is this Metaverse Everyone is Talking About?

As we all just sat in our living rooms zoom chatting away these past few years due to a global pandemic, the virtual world became the real world. This may just be the beginning. Enter the Metaverse. Don’t worry. If you haven’t heard this word yet, there are plenty of reasons why not. For one,

Keeping Up With The Kardash…I Mean Sustainable Funds

Tricked ya! Well, as opposed to worrying about what Kim is wearing for next Christmas, instead, spend 3 minutes of your day reading about what you can do to help save the world from climate change.  As record heat waves and droughts rattle the nerves, the market for ESG and sustainable investing continues to grow. 

5 Tips to be a Sustainable Investor in 2020

  As the markets go through their ups and downs this quarter, this may be a good time to see how sustainable your portfolio looks.  Risk management becomes prudent at this point and adding an ESG (Environmental, Social and Governance) screen to your IRA or 401k is an added step to screen for outside risks.

Large, Medium and Small: The Goldilocks Way to Invest in Marijuana

It’s hard not to run into someone these days who isn’t dabbling in medical cannabis.  There are those busy working parents of young children who just need some time to unwind and relax their minds and then there are seniors who are using CBD (Cannabidiol) with THC (tetrahydrocannabinol, a crystalline compound that is the main

Invest Your Inheritance Responsibly. A Guide To Investing Your Gift.

You have an Inheritance.  Now What? More than $40 trillion will pass between generations by the year 2055 according to the Center on Wealth and Philanthropy (CWP) at Boston College.  That’s a whole lot of hard-earned cash.  For many baby boomers and generation Xers, this gift may actually feel like a burden rather than something

Top 5 Reasons To Use A Financial Advisor

In today’s world we have access to a plethora of information at our fingertips. With a click of a button we can get answers to any question. What’s that rash on my arm?  Click a button.  The problem is, when it comes to investing, those answers aren’t always correct or the information is outdated. How

Socking Away the Right Amount in your 401k?

Life moves by quickly and saving for the “golden” years sometimes gets pushed aside. As summer approaches and you sit on that beach in Sonoma County or along the San Francisco Bay, perhaps a quick “to do” or call to your financial advisor is to figure out if you are contributing enough into your retirement