Category: Blog

By: 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...

By:  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 –...

With 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...

How 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,...

It’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,...

By: 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...

By: Greg Stewart, CIO By all accounts, it’s been an interesting year so far – and we still have a couple months left! In many respects, it’s been one of the toughest periods I can remember in my 25 years working directly...

By: Greg Stewart, CIO The first half of 2022 has been the roughest for equity markets in over 50 years. The year to date return of the S&P 500 was negative 18.58% as of July 15. The NASDAQ is down 27.79% over that same...