Retirement
What’s the Best Retirement Age for High Achievers?
Pinpoint your best retirement age by balancing finances, health, and the vision you have for life after work.
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Taxes
Tax Planning: Lumping Charitable Contributions
Deduction lumping tries to overcome the higher standard deduction hurdle. By concentrating multiple years of deductions within the same tax year, it’s...
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behavioral bias
Last year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...
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Taxes
Understanding Tax Loss Harvesting
While down markets are unwelcome, they provide opportunities to use trading strategies to add to after-tax returns.
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Stock Market
The Stock Market Does Not Equal The Economy
The relationship between the economy and stock market is not as strong as many expect. Economic data is backward-looking; it uses what has already happened...
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Mutual Funds
At the heart of our process are the tools we use. Most are mutual funds. In discussions, we often gloss over this fact and cut straight to how the funds are...
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Award
BEW Named One of Bay Area’s Largest Wealth Management Firms
We're proud to announce that
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Quarterly Newsletter
Dealing with the Taxation of Capital Gain Distributions
In wrapping up your 2017 taxes, you may have noticed that your account produced more taxable income than in previous years. Much of the reason may be capital gain...
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Emerging Markets
In sum, everyone should take a moment to appreciate 2017 and pat themselves on the back. As always, the world offered many causes for concern. You overcame skepticism, remained disciplined, and...
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