PRIVATE WEALTH MANAGEMENT


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Make the Move

Now is an even better time to become our client. Charles Schwab & Co. Inc., (“Schwab”) with whom we custody our clients’ assets, has announced a limited-time trading promotion for new-to-Schwab clients. Eligible accounts opened by December 31, 2016 will receive commission-free equity and ETF trades for 12 months, so these trades we make as […]

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Is it time to consider your next career move?

Is your job one of the millions currently filled by educated, skilled professionals that could be at risk of automation and offshoring? Is it time to consider your next career moves? Automation and big data will affect jobs across industries for a wide range of skill levels. This threat includes knowledge-based occupations that once seemed […]

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Plan for More Gold in Your Golden Years: Goals Involving Asset Decumulation

We spend a good portion of our lives working to provide financial stability for our family and ourselves. This work includes efforts to provide income for retirement or at the point we are no longer able to work. Financial planners refer to this as asset accumulation. We put money aside in IRAs, 403(b)s, 401(k)s, SEPs, […]

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CFP, ChFC and CLU Certifications

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What our clients say

Mark Blair did a GREAT job of building a curriculum for all of us at the Ontological Design Community Conference, and facilitated it beautifully. Thank you for the wonderful contribution you made to our community!

Ron Kaufman
Author

Ron Kaufman is a New York Times Bestselling Author and globally recognized as a keynote speaker, columnist, management consultant, author and founder of the customer service training company, UP! Your Service. Ron was also a workshop participant of Our Golden Years as Conversations of Design, October 25, 2014, Menlo Park, CA.

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Recommended Reading

Capital in the Twenty First Century
by Thomas Piketty
 

What are the grand dynamics that drive the accumulation and distribution of capital? Questions about the long-term evolution of inequality, the concentration of wealth, and the prospects for economic growth lie at the heart of political economy. But satisfactory answers have been hard to find for lack of adequate data and clear guiding theories. In Capital in the Twenty-First Century, Thomas Piketty analyzes a unique collection of data from twenty countries, ranging as far back as the eighteenth century, to uncover key economic and social patterns. His findings will transform debate and set the agenda for the next generation of thought about wealth and inequality.

View Book on Amazon


Insights

Did you know that sole proprietorship is the most popular form of business ownership?

Did you know that no form of ownership shields you from personal liability for your malpractice or negligence? Insurance is available to manage this risk.

Did you know that you are able to begin with one form and switch to another as your business develops?

You’ve decided to take the plunge and bet on yourself against daunting odds. Establishing a new business isn’t for the weak of heart, but if you think it through and plan ahead, you can come out a winner and enjoy the many benefits of designing and operating your own business or consulting practice.

Click to read the full article, What form of organization is best for your business?.

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