Personal note: I accomplished something I’ve always wanted to do – I completed a century ride! It was the hardest thing I’ve ever done; but the cycling 100 miles has always been a bucket list item. I’m very excited about finishing!
Blog
Advisors add Value
A good Advisor cares about you and your portfolio but still remains unbias and calm. Personal emotions can make investing difficult because emotions can lead to biases and irrational decision-making. Here are a few examples of emotions that can impact investment decisions: To be a successful investor, it’s important to be aware of these emotional… Continue reading Advisors add Value
End the Year
Q4 2022. Nice end to a not so nice year
CA Audit
7 Years in and I’ve completed my 1st Audit by the CA Department of Financial Protection and Innovation. I’m happy to report that I’ve come out the other side and I’m happy to think the business is in full compliance! Also, in other news, I now offer clients separately managed accounts which can be customized… Continue reading CA Audit
New Logo!
Inflation is here
The inflation that we’ve been expecting the few years last years is now here. Aided by stimulus and an unfettered money printing press, people are finally seeing big price increases what appears to be long-term inflation. What should an investor do in this case? How can we preserve the nest egg we worked hard and… Continue reading Inflation is here
A DFA article on 401k “leakage”
Interesting article from Dimensional Funds on 401k money leaving the 401k. But is it really a bad thing? How about in your case? Call me to discuss! Article linked below: https://my.dimensional.com/smart-ways-to-seal-401k-leaks
2021 Matrix Book!
The new 2021 matrix book is finally out. This is great for reviewing historical returns and seeing averages for different asset classes! A “must use” for everyone!
Musing
As we now find ourselves out of the woods (so to speak) I’m considering lessons learned from the 2020 correction. We see once again proves that the tried and true method of disciplined rebalancing and broad diversification is the correct strategy. At the beginning of 2020, nobody had any idea that a global pandemic would… Continue reading Musing
Q1 Market review
Quick summary of what happened the last quarter and year. Clients will receive a customized report detailing their portfolio performance and holdings to get an idea of their relative performance.