Apr 11, 2019 | Financial Planning
Do you want to be a Millionaire? I sure hope so, and don’t for one second ever feel bad about it! Remember money is not all about consumption. It doesn’t mean you have to quit your job or retire altogether; it just means you have the option to do so. It’s freedom! So,...
Apr 1, 2019 | Financial Planning
According to the Chinese Zodiac, 2019 is the year of the Pig. However, in the San Francisco Bay Area, 2019 is actually the year of the Unicorn. As you have probably already heard, several high-profile Unicorns (Lyft, Uber, Airbnb, Slack, Pinterest, Zoom, and more)...
Feb 23, 2018 | Investment Management
In my last post, The Holy Grail Investment Formula – Part 1, we came to the conclusion that if you focus your investments in high quality (wonderful) businesses you can earn better returns than investing in low quality companies. However to borrow a line from your...
Feb 16, 2018 | Investment Management
High Quality = Better Returns + Less Risk and Financial Peace of Mind What would you do if I handed you a map to the Holy Grail of investing? Would you toss it in the trash because Nobel Laureate economists say it’s impossible to beat the market with less risk? Or...
Jun 8, 2017 | Financial Planning, Retirement Planning
You or a loved one are at risk of a multi-billion dollar scamming system commonly known as “Elder Financial Abuse”. More than 70 percent of the nation’s wealth is controlled by people over 50 years old – a group that financial criminals are...
