Behold: the CFP as economist advising you! Your psychology and economic perspective define your plan but the planner shares…
Planning for Deficits with Trump and Harris
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Investment Planning Articles
Diversify Stock Rabbits with Bond Turtles
If stocks perform like hopping rabbits, who needs sluggish bonds in the Santa Cruz Mountains? The answer lies not in market timing but numerous…
The Rule of 72
Old as the Renaissance, this simplified rule should be shouted from rooftops, emblazoned on blimps and taught in every schoolroom.
For the Love of Stocks
Do not buy stocks because market timing feels right or your buddy picks “hot stocks”; even PhDs fail to understand…
Buckets for Budgeting
At age 20, Sam simply cooked the finest barbeque cuisine for Sequoia weddings and Roaring Camp cookoffs, savoring each bite, then experimenting…
Employee Stock Options Bring Wealth and Tech to the SC Mountains
To design the coolest toys in the smallest boxes, local tech firms offer engineers and managers not just quarter million dollar salaries…
Entrepreneur Tax
Starting one’s own business is an archetypal American dream and I have personally prepared Schedule C proprietorships as…