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Blog

February 1, 2019

How are those New Year’s resolutions going?

At my local yoga studio last month, the conversation among the staff was about the inevitable January influx of new members. Similar to gym

Financial Wellness

December 14, 2018

The Next Recession?

Lately, when I have casual conversations about my line of work, I get asked about the economy as a whole and concerns about when the stock market will

Financial Wellness

December 5, 2018

Giving Thanks

I know that we're already on to the winter holiday season with all its stresses and consumption but I'm still enjoying that spirit of

Financial Wellness

October 18, 2018

The Best Investment Right Now

When I have conversations about money with friends or clients, one of the first things I mention is that I’m not a stock picker. I do this because

Financial Wellness

October 4, 2018

Happy Fall!

I love the Fall – the crispness of the mornings, the first rain, and the changing colors. Some say that California doesn’t really have seasons but pay

Financial Wellness

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