When starting out as a financial advisor, one of the more difficult processes one must go through is defining the value you add…

https://blog.codinghorror.com/stay-gold-america For this month’s blog post, we have decided to highlight an article titled ‘Stay Gold, America’ written by our client and friend…

As we roll headlong into 2025, it’s that time of year once again when we stop to reflect a bit about the things…

Life insurance is an important financial tool that people often overlook, or neglect to even consider.  This may be either because they think…

I had a client say to me the other day, “Gavin, I know it’s never a good idea to try to time the…

When it comes to investing in the stock market, there is one book that consistently stands out as a must-read: “Stocks for the…

In our role as financial advisors, we often find it helpful to explain some of the different basic roles we play in our…

As parents, we do our best to teach our kids about the world and how to navigate their way to a happy, successful…

In recent years, an increasing number of Americans have been choosing to retire abroad, seeking a blend of adventure, lower living costs, and…

We are excited to announce that we’ve been nominated for the “Best of Oakland Magazine” awards in the ‘Best Financial Planner’ category. If…