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Financial Planning

Why Losses Hurt More than Gains Feel Good: Part 2. Implications for Different Investors

April 24, 2019
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Written by Bruce Yates, Financial Advisor and Founding Shareholder In Part 1 of this series, we saw how any loss of a given percentage requires a larger gain (sometimes much larger) to recoup what was lost.  This phenomenon is shown in the table below, with the right-hand column showing how much larger gains must be…

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Financial Perspectives from a Professional Golfer

April 18, 2019

Written by Rick McDonald, Financial Advisor I’ve had the honor and good fortune to live two of my life dreams.  First, I became a successful professional golfer.  Then I was able to enter a second career as a financial planner/advisor, in which I get to truly impact people’s lives, helping them reach their goals and…

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Spring Cleaning — Put Your Financial House in Order

April 10, 2019
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As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your financial structure and tidy up where needed. Here’s a checklist of key considerations to help you get started. Lay a Balanced Investment Groundwork Does your…

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Why Losses Hurt More than Gains Feel Good: Part 1. When 1 Doesn’t Equal 1

March 26, 2019
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Written by Bruce Yates, Financial Advisor and Founding Shareholder Many investors assume that as long as they are right more times than they’re wrong, they will end up with good results. That is a logical assumption. If you buy three stocks in succession, for instance, and two of them produce big gains, and only one…

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Don’t Retire; Just Stop Stressing

March 20, 2019
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By Matt Boelter, Financial Advisor and Shareholder The post-retirement phase of your life is supposed to be a time when you embrace relaxation and reduce stress as much as possible.  It is an opportunity to enjoy life without the worries that the daily grind of work entails.  However, for many, working provides such structure and…

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8 Mistakes to Avoid When Choosing a Financial or Tax Adviser

December 4, 2018

Written by Adriel Tam, CEO, and Bruce Yates, Financial Advisor. Original article posted on Market Watch here.

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Concentrated Stock Positions Series, Part 2: Restricted Stock Units (RSUs)

December 3, 2018
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Written by Marcus Dusenbury, Financial Advisor So you just got restricted stock from your employer . . . now what? Restricted Stock Units (RSUs) have become an increasingly popular corporate benefit over the past decade.  Companies recognize that their stock can effectively attract and retain talented employees.  As part of a compensation package, therefore, your…

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Concentrated Stock Position Series, Part 1: Employee Stock Option Plans (ESO Plans)

November 26, 2018
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Written by Marcus Dusenbury, Financial Advisor So you just got stock options from your employer . . . now what? Employee stock option plans (ESO plans) have been around for a few decades now.  They are an employee benefit plan through which companies offer employees “options” to buy shares of the employer stock at a…

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What Will Retirement Look Like for You?

October 8, 2018
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Written by Mark Jaeger, CFP® For most of the last century, people either worked their entire lives (as long as they were physically able) or else they “retired” at around age 65 and lived out their few remaining years at home in rest and relaxation.  Today, retirement is different.  People commonly live 20 or 30…

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What to do if you have too much cash

September 27, 2018

Written by Matt Boelter, Financial Advisor. Original article posted on Market Watch here.

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