It’s the beginning of November and we can all be thankful that the election season will soon be over. While there is no shortage of turkeys on Capitol Hill this year (nor any year for that matter) one lucky turkey will traditionally be spared by the president. Regrettably, however, we [...]
As we move into Fall, I wanted to take a little time to reflect on what has happened in 2016. It is truly hard to believe that it is almost October already and Fall is right around the corner. It has been a dynamic year so far in so many [...]
College is now out for summer and I see more interns walking around the financial district than usual at lunchtime. Seeing more of these young folks around made me think back to what I learned in college that I am still using today. Many of my long since forgotten classes [...]
The old saying that there are only two sureties in life, death and taxes probably never bought a house in the Bay Area. If they had, they would know that paying too much in interest over time should be added to the list. In this post, I will discuss both [...]
This blog is the last and perhaps the most important installment in my four-part blog post series on estate planning. Don’t forget, estate planning isn’t about you, it’s about those you care about. Your ability to control the disposition of your assets from the grave is a powerful tool but [...]
