2nd Quarter 2019 Commentary

2nd Quarter 2019 Commentary

The “News” Cycle Has Compressed To 10 Seconds – The Time It Takes To Read A Tweet.  Trump (45) has finally figured out a way to keep the eyes and ears of the financial press (and the fears and dreams of the public) with him at all times.  How you ask? ...
5 Hopes For The New IPO Boom Millionaires

5 Hopes For The New IPO Boom Millionaires

The Bay Area is experiencing a boom of initial public offerings (IPOs) in 2019—and it looks like there’s no end in sight. With giants like Zoom Video, Uber, and Slack (among dozens of others) waiting to go public, it’s only a matter of time before a whole new crop of...
Do I Have A Good Financial Advisor?

Do I Have A Good Financial Advisor?

What defines a “good” financial advisor? If you asked five different people, you’d get five different answers. But when you ask 19,000 people, some common trends start to appear. According to this survey, a good advisor is one who gives you a sense of security and...