In this edition of the Digest, we discuss the “why” behind what we do, we mark the silver anniversary of a black day, report on the 2012 Great ShakeOutTM, and announce some exciting company news and events. Where The “Why” Matters More Than The “What” “Very few…
In this edition of the Digest, we discuss a portfolio strategy update, the financial planning award Dave was recently honored with, and an announcement regarding our upcoming client event. Moving to a “Geographically-Neutral” Allocation You’ve often heard us say that it makes sense to be…
Moving to a “Geographically-Neutral” Allocation You’ve often heard us say that it makes sense to be “geographically-neutral,” that there is no systematic return associated with geographic allocation. One exception in recent years has been an extreme under-weighting of so-called Emerging Markets, which for some time represented less than…
The arrival of another presidential election year brings a fresh crop of articles asking (and answering, sort of) the question: which party is better for the economy and the stock market? Our own take is pretty straightforward: with respect to the presidency, there have only…
“Very few people know why they do what they do. Why does your organization exist? Why do you get up in the morning? And why should anyone care?” “As it turns out, all the great and inspiring leaders and organizations in the world whether it’s…
Since we’re spending so much time talking about “cliffs”, we thought we’d introduce you to our friend Carolyn McClanahan, MD/CFP, physician and financial planner. Carolyn, who writes for Forbes, has made herself an expert on all aspects of the Affordable Care Act and shares her…
Four team members from our San Francisco office showed what it means to Give Big this past Saturday when they devoted the day to working on a Habitat for Humanity project in Daly City. The project, known as the 7555 Mission Street Development, consists of…
Four team members from our San Francisco office showed what it means to Give Big this past Saturday when they devoted the day to working on a Habitat for Humanity project in Daly City. The project, known as the 7555 Mission Street Development, consists of 36 condominium units and is the largest structure ever undertaken by Habitat in the Bay Area. The YeBu volunteers were Lauren Vitt, Cameron Farbotko, Dorothy Navales, and Jennifer Hicks (left to right in the photo below).