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Perhaps you saw this headline and felt your stomach sink to the floor. Social security has been on a downward spiral for many years. The...

I just heard Square acquired Afterpay for $29B and my head spun around. I've been quick to ignore Affirm and Afterpay and other similar...

The headlines about a housing bubble are ubiquitous. But I believe the current growth in competitive home buying is driven buy a...

The present low-interest environment is a major challenge for folks with idle cash on hand. If you're saving for a near-term financial...

Do I have a plan or a portfolio? You may hold a handful of investments that have performed quite well over the past year given the...

How do we know how much risk we can stomach? One way is to test ourselves. For instance, I know I don't want to bungee jump because I've...

Interest rates have been at historic lows for over a year now. The old emergency fund isn't providing the 2-3% interest it used to when...

There's so much discussion of the current housing bubble (or is it even a bubble?). As a home owner and business owner in San Francisco,...

The age old question...should I rent or buy? A recent LendingTree study found that in nearly 50 metro areas in the US that renting is...

Does getting rich scare you? Most of us dream of a sudden flush of cash. A windfall that would erase all fear of dying broke and alone....

There's a growing trend in the IPO landscape, offering customers early access to the stock. Deliveroo, AirBNB, and Robinhood are a few...

One of the best aspects of my job is when I have a client how has a sudden windfall. Whether it's from an IPO or a surprise inheritance...

California, the state I call home, is reopening on June 15th and it's gonna be weird. Going into a store without a mask, going to a...

Real estate right now...the desire, the anxiety, the dream. It comes up in almost every conversation I have with clients and close...

The path to wealth involves several factors - being born with advantages (aka privilege), finding a career that is both motivating and...

Understanding your monthly/annual cash flow is a top priority in creating a financial plan. Regardless of a client’s net worth, I always...

I have three main objectives for my clients: Save + Invest + Protect Using these objectives as an outline for the current crisis - here's...

As we constantly scan headlines and refresh our browser our anxious brains internal monologue is:"Don't stand there, do something!" But...

The markets and media in the past week have driven fear and anxiety into the minds of almost everyone I know. Uncertainty against danger...

Is secretly spending money the same as cheating on your partner? Depends who you ask... I was interviewed for a Newsweek article last...