Well, here we are. Hope you and yours are well during these times. To those nurses, law enforcement, cashiers and delivery drivers out there, thanks for what you are doing. I think we are all… Read More »Investing in This Changed World: Technology Sector is the New Staple
As the markets go through their ups and downs this quarter, this may be a good time to see how sustainable your portfolio looks. Risk management becomes prudent at this point and adding an ESG… Read More »5 Tips to be a Sustainable Investor in 2020
Its that time of year to start finding ways to limit the amount you are going to owe ol’ Uncle Sam. Instead of giving the US Treasury a piece of your hard earned dollar, its… Read More »Keeping Uncle Sam Out of Your Pocket: Ways to limit your tax liability for 2019
Ok, so you walk into your local kitchen supplies store looking to buy a new coffee maker. You see that sweet Cuisinart that uses less electricity, has more safety features and costs that same as… Read More »What is Sustainable Investing and Why It’s So Important Now
It’s hard not to run into someone these days who isn’t dabbling in medical cannabis. There are those busy working parents of young children who just need some time to unwind and relax their minds… Read More »Large, Medium and Small: The Goldilocks Way to Invest in Marijuana
You have an Inheritance. Now What? More than $40 trillion will pass between generations by the year 2055 according to the Center on Wealth and Philanthropy (CWP) at Boston College. That’s a whole lot of… Read More »Invest Your Inheritance Responsibly. A Guide To Investing Your Gift.
In today’s world we have access to a plethora of information at our fingertips. With a click of a button we can get answers to any question. What’s that rash on my arm? Click a… Read More »Top 5 Reasons To Use A Financial Advisor
You’ve been notified Swell Investing is closing, here’s what you can do. As of August 30th, Swell Investing is closing down and while your investments and money are safe, if you don’t withdraw your money… Read More »Your Swell Investing Account Closing, What Are Your Options?
Life moves by quickly and saving for the “golden” years sometimes gets pushed aside. As summer approaches and you sit on that beach in Sonoma County or along the San Francisco Bay, perhaps a quick… Read More »Socking Away the Right Amount in your 401k?
Stop by shared workspace Work Petaluma this Friday! As tales of weather catastrophes are splattered across our news daily, one has to question whether or not Wall Street is watching as well. They sure are.… Read More »Climate Change Chat: What Wall Street is Thinking