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...

Market Analysis

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Market Analysis – May 2017
June 2, 2017

Politics still impact financial markets in the short term, as shown by the Dow Industrial Average fa...


Video

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President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


Publication

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California Real Estate and Retirement Possibilities
April 18, 2017

A caption to a Wall Street Journal article from November 2016 read, “Home prices set a record in S...

Latest News

Piedmont East Bay Children’s Choir Receives Grants from NEA and Bell

More Than $82 Million Awarded for Arts Projects Nationwide Includes $13,000 awarded to Piedmont East Bay Children’s Choir  Oakland, CA — National Endowment for the Arts Chairman Jane Chu has approved more than $82 million to fund local arts projects across the country in the NEA’s second major funding announcement for fiscal year 2017. Included […]

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