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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. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Tuesday, September 19, 2017

Dealing with people and money is an interesting business to be in. First of all, we all deal with money. If you are reading this post, I’m guessing that there is a 100% chance that you have bought or sold something. . . with...

 

Friday, June 23, 2017

Kaizen (改善?): Japanese for "change for better". (Wikipedia) I am a Black Belt. Not the Bruce Lee, or Tai Kwan Do kind, but the Lean Six Sigma type. If you’re confused at this point it’s probably because you haven't yet...

 

Thursday, May 25, 2017

I realize that it has been a while since my last post. For those of you who have been wondering what happened, well let’s just say that we’ve had a few changes in the office recently that caused me to put some stuff on hold...

 

Thursday, February 9, 2017

Do you remember that scene? Tom Cruise dancing around the house in his underwear celebrating his independence while his parents are on vacation? And then things just go downhill from there! (If you don’t remember it, then it is...

 

Thursday, January 12, 2017

The 2016 holiday season is finally behind us! Whew! Now we can finally focus on what is coming next . . . so, what exactly is coming in this next for you this year? Based on what I’m hearing, besides your constant attention to...

 

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Thursday, December 15, 2016

Christmas, Hanukkah, New Years, Kwanzaa. What did I miss? No matter what your religious or cultural tradition, at least in America, December is a busy month. We are frantically shopping, scheduling our family trips, cooking (and...

 

Thursday, November 17, 2016

Wait, what did you just call me? A guy I knew when I was young used to tell me, “Kid, you are using $10 words on a 10¢ budget! Speak English, please.” Ok, here is the Webster definition: Systematic: “done or...

 

Saturday, November 5, 2016

Have you ever had an experience where you thought you knew what you were doing, only to be shown by a true expert how much you didn’t know? Well, that happened to me recently, and I think I learned a valuable lesson. Let me share...

 

Thursday, October 13, 2016

I have this big event coming up. It is stressing me out. I'm in charge. Everyone is expecting great things. I've never done it before. It all adds up to anxiety. While I am glad to be trusted with the responsibility, I will be glad...

 

Monday, September 26, 2016

It is a brisk September morning in Northern California. Today started out like most workdays. I got up, (skipped my workout), showered, got dressed, came downstairs, ate breakfast, and watched the morning news while the kids taunted...

 

Friday, September 2, 2016

I’m sitting in a window seat on a Southwest Airlines flight from Baltimore back to my hometown of Elk Grove, California. There’s not much to see out the window, I’ve finished all of my reading, and so I’m now...

 

Monday, August 29, 2016

Now that the Olympics are over, I’ve had a little time to reflect on this fantastic spectacle of sports we observe every two years. While it is a bit obvious, it is worth stating explicitly. . . it costs a lot to be an Olympian....

 

Thursday, August 4, 2016

Mark Twain made famous the quote by British Prime Minister Benjamin Disraeli: "There are three kinds of lies: lies, damned lies, and statistics." Ain't that the truth! A week and a half ago the S&P 500[i], a market index of 500 U.S....

 

Friday, July 8, 2016

There are good days, and there are bad days. “Mama said there'll be days like this. ‘There'll be days like this,’ my mama said.” (Artist: The Shirelles) So, how do you react when life throws you…tomatoes?...

 

Tuesday, June 28, 2016

Here comes another 4th of July! Barbecues, pool parties, an extra day off, and of course, fireworks! As we celebrate another year of nationhood, it is always good to reflect on why we celebrate this holiday, and to plan for...

 

Friday, June 24, 2016

We woke up on Friday morning, June 24, to headlines about another economic crisis coming out of Europe. This time, the “crisis” is the decision by the U.K. to leave the European Union (EU). A somewhat unexpected outcome of...

 

Thursday, June 23, 2016

We bought a house a couple years ago. At thirteen years old, it wasn't a perfect house, as my wife will surely attest. I will agree that at the time of purchase it had its "issues," but it also had "good bones." The floor plan was what...

 

Friday, June 17, 2016

Preparing to retire can be intimidating. Most of us who have a few years to go before we start thinking about that might not appreciate it, but there are a lot of things to think about before you pull the retirement trigger. Housing,...

 

Monday, June 13, 2016

A New Video Series by Commonwealth Financial Network to help you with your retirement planning!

 

Wednesday, June 8, 2016

On your road to retirement, don't forget about the money you might be leaving behind at previous employers. Make sure you review your options with your adviser, which might include: Rolling old 401(k) accounts into you new company's...

 

Thursday, June 2, 2016

Creating a monthly budget...and sticking to it. Getting talked into signing up for that credit card to get the discount...and then failing to pay it off and racking up years of interest charges. Picking from a huge list of investment...