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Identity Security
As you no doubt know, the credit reporting agency Equifax recently reported a major cyber security breach. The hack exposed ...
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Forrest Bell, CFP® Quoted in Article About Bay Area Housing Crisis
Home Truths: The Hidden Reason Behind Berkeley’s Housing Crisis Bay Area housing is always a lively topic, and once again ...
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Positive Leadership and Innovation Training at U.C. Berkeley
Two of our long-time staff Certified Financial Planner™ professionals, Laurent Harrison, CFP®, and Dana Nelson, CFP® graduated from the Certified ...
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Market Analysis – September 2017
September Surprise! On average, September is the worst month of the year for stock market performance. Going back to 1950, ...
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Market Analysis – August 2017
It is impossible to effectively time your investments based on the prospects for wars and government policies. Timing is almost ...
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Why Do You Do What You Do?
Why do you do what you do? is a very different question than the most often asked question in day-to-day ...
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Market Analysis – July 2017
Thomson Reuters estimates that corporate earnings for the S&P 500 may again reach double digits for the second quarter of ...
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Strength in Numbers: A Golden First Half for Global Stocks
By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But ...
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How the Dow Led to Modern Index Investing
If you listen to the news of the day on your way to work in the morning, chances are you ...
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