Estate Planning Tips to Help You Pass Your Wealth — and Your Legacy — to the Next Generation
Legacy can mean different things to each of us as we consider our family estate planning and wealth transfer and what we hope to leave … Read more
The American Rescue Plan Act – Just the Facts
President Biden and Congress, in their continued efforts to offer additional relief to Americans, signed the American Rescue Plan Act (ARPA) into law on March … Read more
COVID Stimulus, Part Three: What the Next Stimulus Package Means to Your Finances
President Joe Biden and Congress are eager to provide additional relief to Americans that continue to struggle financially during the Covid-19 pandemic. Details of a … Read more
Private Ocean’s Investment Principles
One of the common questions we receive from clients is, “What is Private Ocean’s approach to diversification, portfolio structure, and discipline during volatile markets? Advisor … Read more
An Update on The Markets and The Economy
Amid all the noise and the headlines, it becomes increasingly difficult to see some of the positives that surely have helped push the markets up … 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
Coronavirus and its Impact on the Markets
The markets have reacted strongly to the Coronavirus this past week, adding to weekly losses that have not been seen since 2008. There is a … Read more
ESG Investing – Transcending Generations and Values
We live in tumultuous times. Perhaps times have often been tumultuous, but with the internet, social media and endless sources of digital technology available, today’s … Read more
Silicon Valley’s Year of the Unicorn IPO – Separating Reality from Hype
With 2019 in full swing, the initial public offerings (IPO) momentum that began in 2018 has paved the way for a historic year for new … Read more
Mistakes and Misconceptions: Busting 5 Myths About Investing
Investors today have a lot more information available at their fingertips, and that data can be both empowering and dangerous. While financial advisors can help … Read more
The Art of the Steel (and Aluminum)
Last week, President Trump moved to place tariffs on imported steel and aluminum imported from our allies in Canada, Mexico and the European Union. Political … Read more
Confessions of a Bitcoin Miner: Should I Invest in Cryptocurrency?
The high appreciation of Bitcoin, rising 15x in value over the last year, has sparked investor interest in cryptocurrencies. A cryptocurrency is a digital, decentralized … Read more