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

September 1, 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 in California’s Central...

Finding Substitutes for Traditional Bond Income in Your Portfolio

May 31, 2013

One of the basic principles of economics is the substitution effect...

Why Momentum Exists: A Perspective on Investor Behavior

October 9, 2012

Last year at this time, we published a white paper entitled “Momentum Investing: How to Gauge the Market’s Opinion of the Future”...

Employee Engagement: The Key to Growth, Creativity, and Customer Satisfaction

July 6, 2012

As the U.S. economy continues its steady recovery, midsize firms...

401(k) Plans: What Small Business Owners Should Know

March 23, 2012

Successful business owners are experts in their chosen field. They typically identify and develop...

Momentum Investing: How to Gauge the Market’s Opinion of the Future

September 9, 2011

Over the summer, with the debt ceiling impasse in full swing, our firm received lots of questions...

Business Succession Planning: A Short Course

June 29, 2011

Succession planning in a business context ordinarily involves passing that business on to a succeeding generation...

Keys to Marketing Your Business

March 2, 2011

The marketing and promotion of any product or service is a challenge. Most company owners have many questions...

Is a Roth IRA Conversion Right for You?

November 11, 2010

It’s the hot topic of the year. Are you one of the many considering a Roth IRA conversion due to the repeal on limitations this year...

How to Reduce the “Real” Risk of Money Market Funds

June 16, 2010

One thing that I’m a tad ashamed to admit (but will do so anyway to generate a good intro for my investment-related topic) is that I am scared of heights...

How Being Resilient Can Benefit Your Financial Future

February 2, 2010

Given the financial turmoil of the last year and a half, cultivating a quality of resilience has become increasingly important as we look to rebuilding financial futures...

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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