Creating Positive Social Impact Through Values-Based Investing

May 2015

Investors increasingly express their desire to create positive social impact by investing…

Financial Literacy & Behavior for Adults and Young Adults

March 2015

All human concerns are addressed more effectively when they are grounded…

How to Make Your Life Work Financially

January 2015

The podcast reviews how you can maximize cash flow while minimizing risk and the importance of financial planning for your financial success…

Year-End Review and 2015 Preview

December 2014

The webinar reviews the market activity and the economic events of 2014, as well as offers a preview to what 2015…

2014 Estate Planning Update and the Role of Insurance

October 2014

The discussion will focus on the permanent changes to estate tax law…

Performance Momentum vs. Fixed Allocations: What Every Investor Should Know

September 2014

Find out what a performance momentum investment…

Finding the Optimal Risk Allocation for Your Retirement Plan—Are High-Return Investments Too Much of a Good Thing?

September 2014

Often times too much of a good thing can be bad. I thought of this adage as I sat in the sweltering heat of a Memorial Day celebration…

Is Your 401(k) Plan Right for You?

July 2014

What are the questions you should be asking about your 401(k)?

The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes

April 2014

Are you considering selling your investment property…

Are You Missing Strategic Benefits from Social Security?

April 2014

Don’t miss out on money that could be yours.

Making a Good Life Happen®—The Webinar

February 2014

Learn more about our firm’s philosophy, “Making a Good Life Happen,” and how the questions underlying our firm’s…

Year-End Review and 2014 Preview

January 2014

Join us for a review of market activity and the economic events of 2013, as well as a look forward to what 2014 has in store for investors…

Financial Planning for Boomers, Part II

November 2013

Topics include: Creating an investment strategy that supports and pivots with your financial plan…

Introduction to Long Term Care

October 2013

This podcast will introduce you to the basics of long term care: how care is provided, cost of care, how to pay for care…

Preparing for Tomorrow’s Transitions Today

July 2013

Prepare now for later-stage-of-life transitions, such as children leaving home, career change, divorce, loss of a loved one, and retirement…

Market Analysis

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Does This Market Have a Reason to Go Down?
December 5, 2017

The operative word above is reason, which frames the question in a rational context. We all know tha...


Video

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Retirement Spending: A Blueprint for Smart & Strategic Distributions
November 21, 2017

Use your investment accounts to create a monthly paycheck in retirement. Tailor your distribution


Publication

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Cash, Bonds, and Happiness
October 20, 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “M...

Latest News

Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9

You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women and Money Conference. This conference is designed to help young women gain financial independence and success. Attendees will learn about good credit, budgeting, paying bills, and investing. Oakland Mayor Libby Schaff will give the opening […]

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