In 1982 English rock band The Clash released their hit song Should I Stay or Should I Go?. You’ve likely heard it, but like me may not have realized that it took ten years to reach peak popularity, and that was largely due to a...
Read MoreLately, I’ve heard an often repeated question… Is it time to move to cash? Interestingly this question has come from people with various backgrounds, different lifestyles, and in different life stages. And, as you might guess,...
Read MoreBy Greg Stewart, CIO A few weeks ago, as the market experienced a pullback for no apparent reason, I began to hear a little grumbling around the office (OK, I’ll admit, it was Dan Darchuck doing the grumbling). After a great run...
Read MoreBy: Dan Darchuck, CFP, CPWA – Co-founder Topturn Capital Featuring: Jeff Hamilton, CPA – Principal, Sierra View Tax & Consulting “Let me tell you how it will be. There’s one for you nineteen for me, ‘cause I’m...
Read MoreBy: Greg Stewart, CIO Last year started off with a great deal of pessimism and concern. In my January 2023 post, I noted investor concerns over recession, inflation, rising interest rates, and war. Everyone seemed to be scared...
Read MoreBy: Greg Stewart, CIO October is the month when many people spend time enjoying all things spooky, dark, and a little scary. It is a wonderful way to offset the shorter days that arrive with the turning of the season....
Read MoreBy: Greg Stewart, CIO, It is no secret that California has been hit with an enormous amount of flooding this year. We wrote about it back in January, and the waters continued to rise. In March, a levee failure on the Pajaro...
Read MoreBy: Dan Darchuck, Co-founder & CEO For many years, I’ve sat alongside business owners as they begin to navigate programs like Social Security and Medicare and “ease” into senior life. Recently, I’ve arrived –...
Read MoreWith the first quarter of 2023 behind us, there continues to be no shortage of things to worry about. Interest rates, inflation, market volatility, continued war in Ukraine and now, as if we needed one more, a banking crisis...
Read MoreHow long would you wait for a marshmallow? When psychologist Walter Mischel conducted his famous study on delayed gratification at Stanford University in 1972, he offered preschool children a marshmallow on a plate. Of course,...
Read MoreIt’s mid-January 2023 and much of California, especially the area where I make my home, has been experiencing what is being referred to as an atmospheric river. Since this weather pattern emerged over the last couple of weeks,...
Read MoreBy: Dan Darchuck, CEO By the time you read this article the end of 2022 will have come and gone, with any significant end of the year rally we may have hoped for having failed to materialize. With that in mind, I would like to...
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