Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
The Only Forecast That Matters
Most investors love economic and market forecasts. With the markets so uncertain and volatile, our brain craves some sort of idea of what the future holds.
Read MoreWhat Doesn’t Change Matters More Than What Does
Change. We spend much of our time thinking about it, predicting it, and anticipating it.
Read MoreThe Front Page Trap
What makes the front page compelling often makes it a poor guide for investment decisions.
Read More
Women's Study Group
Great weekend in Las Vegas reconnecting with members of my Women's Study Group
Read MoreShow All
Climbing A Wall of Worry
Markets have always climbed a wall of worry. Every year, every cycle, there is something that feels urgent, frightening, and hard to ignore. The storyline changes, but the emotional pull remains the same. The Headlines Change. The...
Read More
CREW East Bay Sponsorship Client Appreciation event
Crew East Bay Sponsor Appreciation Event
Read More
Intelligence Unplugged: AI Power Hour
I was honored to be on a panel of industry professionals at a recent CREW East Bay Event - Intelligence Unplugged: AI Power Hour We explored the fast-evolving world of artificial intelligence and its practical applications within the...
Read More
Berkeley Adult School (BAS) 2025 Graduation
On Tuesday May 27, BUSD recognized and honored 52 Berkeley Adult School (BAS) graduates at an uplifting celebration of resilient students who proudly walked the stage. The graduates' ages spanned from late teens to those 50+. The...
Read More
The Future of Financial Planning in an AI World
On March 12, 2025, financial professionals gathered at the picturesque Orinda Country Club for an enlightening seminar titled “The Future of Financial Planning in a World of AI.” Hosted by Optimal AdvisorAI, the event featured a deep...
Read MoreBack to School !
It’s that time of year – back to school! I will be teaching again at Berkeley Adult School and would love to have you as a student. Here is my schedule, along with a link that will take you to the BAS site where you can register for...
Read MoreHow Boomers and Millennials Differ
We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held ideas as new values and interests become more prominent. In...
Read MoreArtificial Intelligence (AI) and Financial Services: Benefits and Challenges
Artificial Intelligence is a topic that is at the forefront of news stories and discussions, but what is it? Simply put, AI is a machine capable of performing a task that would otherwise require human intelligence. Ordinary, everyday...
Read MoreInflation and Your Money
In June 2024, the inflation rate was reported as 3%. (1) You may be asking yourself,” then why do my bills seem like they're at least 10 percent higher than last year?" You are not the only one asking that question, and it illustrates...
Read More
ConnectED 2023 and the NWF team!
ConnectED 2023 and the NWF Team!
Read More
The Advantages of Low Expectations
We all want desirable outcomes – those outcomes that bring us happiness, peace, and prosperity. Because we desire such outcomes, we may go into situations having high expectations. But it may be more beneficial to temper our...
Read More
Hanging with Dru Ashcraft at the NWF Advisory Conference
With Dru Ashcraft at the NWF Conference, our advisory guru!
Read More
Group Photo from NWF Conference
I had such a great time at the NWF Conference in Irvine!
Read More
Fun at the NWF Conference
Hanging with my branch manager, Shehab, at our recent conference.
Read More
NWF Advisory Conference
I had such a great time at the NWF Advisory Conference in Irvine last week with my new assistant Lynda Kuiken!
Read More
First Citizens Bank Walnut Creek
I had the pleasure of attending the Grand Opening of the First Citizens Bank Walnut Creek Branch! Great food and great conversations!
Read More
Mastermind Conference in Florida
I had the pleasure of spending two days in Fort Lauderdale with my Mastermind group, learning ways to better serve my clients. It was a great experience, and it was so nice seeing everyone in person!
Read More
Fun with NWF Advisor Group
With me are colleagues from my branch at NWF Advisor Group, including my Branch Manager, Shehab Mohammad, and Dmitry Goldin, President and CEO of Royal Alliance. I attended a wonderful Women's Forum Conference in San Diego and had a...
Read More
Behavioral Financial Advisor Training
I had the pleasure of attending the Behavioral Financial Advisor Training in Newport Beach last week. I met so many wonderful people and learned how I can deepen my client relationships and better help them with their future.
Read More
Magellan Business Planning
Attended a great Business Planning meeting in Ft. Lauderdale with my coaching group. It was so great to see everyone. Here I am with Coach Joe Lukacs!
Read MoreFamily Financial Preparedness
I recently lost a dear cousin who died unexpectedly during a medical procedure. Her passing brought up many personal thoughts and emotions, but it also prompted a professional consideration as well. Like many families. my cousin...
Read MoreThe Virtue of Slowing Down
Time is an interesting dimension. It is a fixed measurement, yet our perception of time varies greatly depending on what we are doing. It has been said that the longest eight seconds in life is riding a bull. I never rode a bull and...
Read MoreThe Peril of Investment Fads
As we are midway through the year, it can be a good idea to take stock of what happened so far, and what we can learn about it .Looking back is an important activity as we seek to progress. It’s not about beating ourselves up...
Read More