The State of ESG & Sustainable Investing

April 21, 2021

In honor of the 51st Earth Day on April 22nd, we thought we’d provide an update on one of our favorite topics, Environmental, Social & Governance (ESG) investing, also often referred to as sustainable investing. Here are several themes: Read more

The Rise of the Family Caregiver

April 1, 2021

Caring for an aging spouse, relative, or friend can be one of the most meaningful, joyous, yet overwhelmingly stressful roles we play in life. According to National Alliance for Caregiving and AARP, 34.2 million Americans provided unpaid care to an adult age 50 or older in the last 12 months, with most of the care being provided by women over the age of 65, representing total economic value of $470B in 2013. The average duration of a caregiver’s role is 4 years.1 Read more

Why Being a B Corp Matters to Us

March 22, 2021

In honor of B Corp month in March, it seemed a good time to share what it means to be a Certified B Corporation and why it matters to us and our clients. Redwood Grove Wealth Management became a Certified B Corp in late 2019. Read more

What’s Different This Tax Season

March 9, 2021

It seems like it can’t be possible, but the 2020 tax season is already in full swing, with the April 15th Tax Day fast approaching. As a result of the pandemic and resulting government response, several things are different for 2020 taxes relative to prior years. Read more

New Addition to the RGWM Team

February 22, 2021

It is my pleasure to announce that Daniel Tripp is our newest addition to the Redwood Grove Wealth Management team. Dan joins us as an Associate Financial Planner, helping deliver superb client care to our clients. Dan holds a Master of Science in Advanced Financial Planning from Golden Gate University and is also a CERTIFIED FINANCIAL PLANNER™ professional with four years of experience. Read more

What Does Gamestop Teach Us About Investing?

February 16, 2021

The short answer is not much. The more nuanced answer is that it shows what happens when too many people pile into the stocks of small, thinly-traded stocks (i.e., low daily volume traded). Too much demand relative to supply pushed the prices of stocks like Gamestop far beyond what their underlying fundamentals warranted. Read more

Set Financial Intentions, Not Resolutions

January 6, 2021

After 2020, setting lofty resolutions for 2021 might feel like a stretch, when just getting through the day can feel like a success. Instead, use the turning of the calendar as a time to reflect on what adaptions from 2020 you’d like to keep going forward. Also, instead of setting resolutions, try setting intentions. Here’s how that might look in your financial life. Read more

What Prop 19 Means for California Homeowners

December 7, 2020

One of the dozen state propositions on the California ballot this year was Proposition 19. It was one of two propositions to address property taxes. It passed with 51% voting in favor, while the other property tax-related proposition, Prop 15, failed. What does Prop 19 mean for California homeowners? Read more