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California’s firestorm and its financial future
The complex fires are devastating California, which so far burned more than 1m acres. It has destroyed my father’s home in Vacaville,...


The emerging risks of ESG investing and our awesome responsibility
American investors, the world’s wealthiest, have an awesome responsibility to promote our values throughout the world by being diligent...
How to weigh a life change during uncertain times
Civilization as we know it is being put on its head, forcing new perspectives and feelings for most people who are just trying to manage...


Pricing the future and stimulus update
Market update US stocks participated in a surprising quick recovery soon after what was thought to be the beginning of a major...


Taking care of your mental health
There's no guidebook for taking care of your mental health during a pandemic. Being stuck at home with limited access to other human...
Covid-19 resources for small business owners and sole proprietors
There are two Covid-19 related resources for sole proprietors and small businesses that can be applied for now. This comes after the CARE...
Making the art world part of your portfolio
The art world is getting even busier. I recently attended one of the most popular art fairs, Frieze, which debuted contemporary works in...


How the SECURE Act impacts your financial plan
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed late last year and set in motion real changes for how...


Stocks or real estate; which is better?
Should you put your money in stocks or real estate has been the question of generations but there should by now be enough evidence to...
Year-end tax tips
This is the second year of the so-called, “Trump Tax Cuts” aka Tax Cuts and Jobs Act, enacted at the beginning of 2018. Controversies...
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