This is an updated reprint of a post I created in early 2016. It is designed to help people easily understand what is in a proper estate plan, what each part does and how to prepare to create or update an estate plan. It is important to keep in mind [...]
October is here and for sailboat racing fanatics like me, it signifies the end of the sailboat racing season on the San Francisco bay. As an avid sailboat racer and a Certified Financial Planner®, I wanted to share my thoughts on how a successful personal financial plan and a well-executed [...]
I love the Big Island of Hawaii and am truly saddened to see the devastation wrought by the recent eruption of the Kilauea volcano. The very same volcanic force of nature that created one of the most beautiful paradise Islands on Earth is currently wreaking havoc on the Southeast Puna [...]
On Monday February 5th 2018, the Dow Jones fell 1174 points on top of a steep rise in volatility from the week before putting the stock market in the red for 2018. While this is the worst one day drop since 2011, it is likely far from the end of [...]
As I woke again this morning to the smoky haze covering San Francisco, I am reminded of my many friends in Napa and Santa Rosa affected by the current spate of wildfires that popped up suddenly Sunday night. My best wishes for their safety and security go out to all [...]
