Attitude & Gratitude

As we approach the close of another year, we can enjoy the returns earned in the stock, bond, and real estate investment portfolio in a variety of ways. And, while having more wealth accumulated now than ever before is comforting, it is equally, if not more rewarding to use your increased economic power to help others. The holiday season is…

Waste? Or, Best Money Ever Spent?

A rewarding and exciting part of investing is watching portfolio asset values grow over time to meet and achieve the financial goals that you set out to accomplish years ago. It is also satisfying to witness a retirement portfolio generate sufficient income to provide for a lifestyle in retirement like the one lived during peak earning years. And, really the…

You (and Your Community) 

 Article Jeff Runyan  At the end of the day, humans are generally selfish and our existence, for better or worse, is often an effort in “preservation of self.” That means what’s best for you, what’s best for your family, and it extends further into what’s best for your community.  However, before one can focus on helping their community, they must first make sure their…

Lifelong Students

 Article Jeff Runyan  “Back-to-school” is an exciting time of year when children prepare for the productive and growth-oriented period ahead. The goal of growth in intellect and experience are the ideals of parents for their child, all to increase the likelihood of success in their future.   And, while we prep the kids with these refreshed, start the school year right…

What is MONEY?

 Article Jeff Runyan  We all think about it. We all want it. And, we all need it. Whether you work for it, inherit it or you somehow have access to it from a spouse or another, money is an exciting resource that people handle very differently.   Money can be a source of pride for some who are pleased with their…

Yellow Post-It: Retirement

 Article Jeff Runyan    To-do lists scribbled on Post-it Notes can be the backbone of a constructive and productive workday. Many successful retirees and those still in the workforce may recall or relate to building business one day at a time by tackling their list to accomplish goals ranging from work and family to retirement and everything in between.

Females & Finance

 Article Jeff Runyan  In the recent nine years, the stock, bond and real estate markets have charged ahead, benefiting the portfolio of most investors. However, when it comes to identifying investment goals, selecting investments to achieve them and handling the portfolio along the way, there is an observable difference between the behaviors of women and men. In 1992, the book…

Eco(nomic) Awareness

April is an eco-awareness month. Eco-awareness is an “awareness of environmental issues.” Naturally, in communities where this article runs, from Pacific Palisades to Malibu, from Lake Sherwood to Agoura Hills, residents and business owners alike exhibit great care in how they treat and care for our environment. They do so because the ramifications have a meaningful impact on our beaches…

Happy Anniversary! How Should We Celebrate?

Anniversaries are special occasions often celebrated with champagne and regarded as a time to reflect on the past and as an opportunity to plan for the future. This anniversary makes for a delightful reflection on the recent past, and if I can be persuasive, presents a golden opportunity to motivate a constructive view of the future. 

Bonds: Should I Stay or Do I Go?

With the Federal Reserve Board executing on their promise to raise interest rates, the old axiom “when rates rise, bond prices fall” puts investors in a precarious situation. The question, “Should I retain bonds in the portfolio or sell them because they’ll lose value?” has merit and highlights a reasonable concern that follows the right train of thought. However, while…