Informed Decisions Drive Better Outcomes

Q2 2024 Commentary

Every bull market, a stock breaks into the Zeitgeist. A few years ago, it was Tesla. This bull market, it is Nvidia.

Don’t Mix Politics and Investing

As we approach another election season, the chatter about its potential impact on financial markets is hard to ignore.

Best Practices to Prevent and Deal with Cybersecurity Breaches

Securing and keeping a watchful eye on the accounts you entrust to us is our foremost duty. In light of increasing threats, we want to remind everyone to...

Reduce Your Walnut Creek Business Tax

2018 Year-End Summary

Last year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...

Why “Fee-Only” is Important When Working with an Advisor

The world runs on incentives. Often, the challenge in investing is to figure out how to entrust your money with people whose incentives are best aligned with your own.

How to Approach Down Periods in the Markets

In the short term, markets are about Psychology; in the medium term, they are about Economics; and in the long term, they are about...

What If I Bought Apple…

There is a tendency, even among those who have owned Apple, to daydream about having jumped on board even earlier: "But what if I had bought Apple right after its IPO in 1980?!"

Risk Is Counterintuitive: Avoid Following the Herd

Fear of the unknown is an instinct that helps us survive, but acts against our better judgment as investors. It pushes us toward the perception of safety....

The Power of Investing Diversification

Here are a couple of fantastic slides that highlight some favorite themes: diversification and the average investor's behavioral biases.

Warren Buffett Wisdom

As you may know, we're big fans of Warren Buffett. His latest annual letter to...