We are saddened by the loss suffered by so many in the California wildfires this week. If you or your loved ones are impacted, you have our sincere condolences. The personal and financial ramifications are significant, and we are here to help in any way that we can. The capital you have entrusted to […]
There may be opportunities for you as we move into end of year to minimize your taxes or set things up to maximize your net of tax returns – both important contributors to achieving your long-term financial planning goals. Please give me a call to discuss any of the items below that may be […]
We sent a message last week giving you a lot to think about and are grateful for your responses. We learned that our clients differed in the level of precaution they wished to take in response to the Equifax episode and in light of the possibility that these kinds of data breaches may become […]
You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people. The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying […]
It appears that the media and the market got it wrong again when it came to the outcome of a critical election. As of this evening, with the outcome of the U.S. presidential election still not finalized, but looking likely that Donald Trump will be the victor, the markets are selling off dramatically.
Incredibly, we […]
The U.S. stock markets, as represented by the S&P 500 index, have fallen by 7.5% through last Friday from their May, 2015 highs, and are falling further today. As shown on the following chart, declines of this magnitude occur frequently (even if our memories of them are easily repressed) and are part of the […]
We are pleased to announce that Golub Group has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. based on their assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials, online accessibility […]