Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. We’re glad to have you reading along.

Wednesday, October 19, 2022

An investment plan should be focused on the long-term. When a plan change is required, we should move from one long-term plan to another long-term plan. Short-term investment plans may make achieving long-term goals more difficult.

Wednesday, May 25, 2022

46 years ago my father passed away. My mom (& her six children ages between 5 and 16) experienced much uncertainty. Read how this experience can relate to the challenges we face today & how we can face them with resiliency and optimism.

Monday, February 28, 2022

My sons enjoy longboarding. However, this sport can bring physical pain. They learned they could minimize the pain by taking precautions. This message helps us understand what we can do to minimize the pain associated with inflation.

Tuesday, November 30, 2021

Wow – what an amazing (nearly) two-year period of time we have experienced. We have seen closures of the economy, changes to the education system which the children in our lives (whether they be our children or grandchildren)...

Tuesday, August 31, 2021

When choosing a car, typically one will consider their wants, needs and resources, not what their neighbor wants, needs or owns. Similarly, when creating an investment methodology, it should fit your needs, not the needs of others.

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Monday, May 31, 2021

For some, road trips are looked upon fondly while for others, the opposite. Similarly, for some, investing has been a good experience but others have frustration. Read this blog to learn how to have a more enjoyable investment experience.

Monday, May 17, 2021

Happy Tax Day, As you have heard, President Biden has proposed a number of possible changes to the tax laws. Some of these changes will impact those who earn more than $400,000, while other changes may impact all taxpayers. Attached to...

Monday, February 8, 2021

Early in our marriage, my wife and I discussed the importance of saving for the future. While we both agree that we need to have some emergency savings in the bank, when it came to long-term savings (i.e. retirement money), she tended...

Thursday, January 7, 2021

Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and...

Wednesday, December 2, 2020

One evening, when I was 16 years old, I was driving from my home in San Jose to a friend’s house in Morgan Hill. I was in a hurry and came across a car that was driving too slowly (probably the 45 MPH speed limit for the road). I...

Thursday, August 13, 2020

In May 2009 I went on my first real backpacking trip. My wife and I (along with a two siblings/their spouses) went to the Grand Canyon. As I prepared for the trip, I prepared physically (not enough) and learned about the type of...