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Investing 101

The Winchester Mystery House in San Jose, California was built without an architect or any plans over the lifetime of its owner, Sarah Winchester. The result included stairs that lead to the ceiling, and a doorway that opens to a two-story drop! The overall effect is quite eerie, and investing without a plan may result …

Volatility Is Back: First Quarter 2018

Our unwelcome foe, market volatility, decided to return in the first quarter of 2018. Many financial advisors have reminded clients that “the stock market is volatile”; an undeniable fact of investing. In actuality, it is this risk that drives away some and attracts a smaller subset of investors, providing the opportunity for the return we …

The Number One Rule for Avoiding Tax Scams

Every year around this time we are unfortunately confronted with a new series of tax scams. There are many out there but a common one we have seen this year goes something like this IR-2018-27: Taxpayer’s Identification is hacked Stolen information is used to file an erroneous return in the taxpayer’s name Refund is deposited …

2017 – The Year in Review

2017: A Record Year Investors are in many ways historians. Each year we package up the twelve months from January to December in a synopsis of events, themes, and lessons, hoping to learn from the past, in an effort to make better decisions in the future. These events and lessons are critical because, as the …