Sustainable Investing: The GPS of Investing

August 8, 2018

With the rise of Big Data and increases in computing power, analyzing more data has become feasible in a variety of fields. It has impacted investing through the rising popularity of sustainable investing. Almost $9T is invested in sustainable investments in the US as of 12/31/16, up 33% in just two years. Read more

Raising the Next Warren Buffett

July 2, 2018

As my kids have grown, I’ve tried to teach them important money concepts along the way. After all, the Council for Economic Education reported in its 2018 Survey of the States that only 16 states require any economics course work during K-12, and only seven states require students to take courses in personal finance. So, it’s up to us parents to fill the gap. Read more

Financially Empowered Women

March 8, 2018

In honor of International Women’s Day (March 8th), it seemed appropriate to write about how women can become more financially empowered. For various reasons, including longer life expectancies, women are more likely than men to be on their own at least once during their life. Yet many women aren’t comfortable managing their personal finances and often defer to the men in their lives to do it for them. Read more

Bitcoin: Bubble or Brilliant?

February 2, 2018

Fortunately, I haven’t received too many questions from clients about bitcoin and crypto-currencies, but it is a very popular topic these days and I’ve heard it brought up many times in various forums. I thought I’d share my thoughts on the topic, so you can be better prepared to respond to those people who might be suggesting it’s the investment of a lifetime. Read more

Can We Afford a Vacation Home in Tahoe?

September 1, 2016

Every summer when I spend a week or two in Tahoe for vacation with my family, I fantasize about owning a cabin there. This summer, I decided to analyze what it would actually take to make this dream a reality.

Read more

How to Be a More Successful Investor

June 1, 2014

I recently moderated a panel on behavioral finance for the Financial Women of San Francisco. It’s a relatively new field that barely existed when I was in business school in the late 90s. Its basic premise is that people make irrational financial decisions due to their human biases.

Read more

Top 10 Financial Planning Tips for Success

April 1, 2014

In my work with financial planning clients, there are certain themes that occur over and over again. I’ve come to think of these themes as my wish list of top financial planning recommendations that everyone should address.

Read more