In an era of nonstop noise and market volatility, maintaining a well-diversified portfolio remains one of the most effective ways to manage risk, preserve long-term wealth—and protect one’s sanity. It

Doug and I have worn a lot of hats over the years to keep our business healthy and growing. It’s a familiar story for most business owners. The goal, of

The U.S. economy is expected to grow by 2.7% according to International Monetary Fund estimates. Their original estimate of 2.2% was recently revised due to surprisingly robust domestic demand.1 It

I recently heard an interview with Dr. Charan Ranganath, a professor of Neuroscience at UC Davis. Dr. Ranganath was being interviewed about his book, “Why We Remember.”1 The interview reminded

Who isn’t interested in living a healthy and long life?  Unfortunately, however, there are no silver bullets that guarantee it, but there are lifestyle choices, from exercise to maintaining strong

The Wall Street Journal has published nearly a dozen articles over the past 18 months addressing the current and future shortage of accountants.1 Most recently, the CEO of one of

Some, especially younger individuals and those of limited means, seem to think gambling gives them a better chance of success than investing.  Perhaps they think the stock market is rigged. 

The economy appears to be on track for the long awaited “soft landing”.  The Inflation rate, as measured by CPI is 2.4% and the core (excluding food and energy) rate

The higher the market climbs, the more concerned we become. This phrase is injected into nearly every meeting we have with clients. Why? Many reasons, but for the purposes of