The Importance of Taking Care of Yourself
Travel is at the top of many of our wish lists right now, and after a year-long delay I recently went on a long-overdue vacation … Read more
Happy Thanksgiving from Private Ocean
It’s that time of year again, when we pause for a moment to reflect on that for which we are grateful. For the team at … Read more
Standing Together.
Like many of us, I have been following the events unfolding over the past several weeks. My emotions have ranged from shock to sadness to … Read more
Celebrating Earth Day’s 50th Anniversary
Earth Day is an annual event recognized around the world to demonstrate support for and to raise awareness of how we can work together to … Read more
Business Continuity Update: Ongoing Operations and Service
As we monitor the ongoing situation with the COVID-19 virus, we wanted to provide you with an update as we continue to follow our Business … Read more
Yesterday’s Impact on the Financial Markets
As I followed the events of yesterday and the impact on the financial markets during the day, I reached out to Fred Dopfel, our Investment … Read more
Business Continuity Update: Our Approach to COVID-19 Risks
As the COVID-19 (coronavirus) outbreak is top of mind for many for us, we wanted to share our current approach to protecting our clients and … Read more
Helping to Preserve Our Natural Resources, Starting Right in Our Backyard
I recently read a very disturbing article that addressed how humans were transforming the Earth’s natural landscape so dramatically that as many as one million … Read more
Business Owners: How You Rank In 22 Key Leadership Qualities
Recently I was doing some reading – and reflecting – on an article called “22 Qualities That Make a Great Leader,” that included wise words from … Read more
Private Ocean Welcomes Our Seattle Partners
In January, Private Ocean proudly welcomed ten new colleagues to the firm. Based in Seattle, the team (formerly Lakeview Financial), are comprised of dedicated and experienced financial … Read more
What Constitutes the Art of Practicing Financial Planning?
Excerpt in The Art of Practicing and The Art of Communication in Financial Planning In our profession’s recent history, we’ve witnessed significant changes that have impacted … Read more