As commencement season is in full swing, it’s a great time to celebrate and reflect on the many achievements of our graduating kids, grandkids and other loved ones. On a personal note, my wife Shari and I recently celebrated the graduations of our oldest daughter Alexa from Berkeley Law and our son Jonathan from Wash […]
As we close the door on 2023, I can’t help but look back at this past year and reflect on the various twists and turns we experienced, most unexpected and some even fitting the description of a “black swan” event- an extremely unexpected event, which results in a decisively negative impact on the markets.[1] Following […]
On September 27th, Shari and I began our journey to Israel, anticipating an 11-day reunion with our youngest child, Olivia, who is on a gap year in Jerusalem. We were eager to spend the latter half of the Jewish holidays with Olivia, splitting our time between Tel Aviv and Jerusalem. On the morning of Saturday, […]
As part of our recognition of International Women’s Day, we reached out to a number of female clients seeking their stories, experiences, and words of advice about finance and financial planning. The response was overwhelming and filled with wisdom that we felt deserved saving and sharing with others. The result is this booklet, which captures […]
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