Category: Financial Planning

Which is Better: Renting or Buying Your Home?

Which is Better: Renting or Buying Your Home?

In my last post, I gave my two cents on the old investing debate of whether real estate or the stock market is the better...
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Staying in the Game – Lessons From the Australian Team at SailGP in SF

Staying in the Game – Lessons From the Australian Team at SailGP in SF

Last weekend the San Francisco bay played host to an amazing sailboat racing event called SailGP. Sail Grand Prix (SailGP) is a racing event combining...
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When Will Social Security Go Bust?

When Will Social Security Go Bust?

Earlier this month, the Social Security Administration released its annual Trustees Reports on the financial condition of the program. This year’s report contained some hugely...
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Big Island and Changes in the 2018 Tax Law

Big Island and Changes in the 2018 Tax Law

I love the Big Island of Hawaii and am truly saddened to see the devastation wrought by the recent eruption of the Kilauea volcano. The...
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What is Rational Behavior Given Recent Market Volatility?

What is Rational Behavior Given Recent Market Volatility?

On Monday February 5th 2018, the Dow Jones fell 1174 points on top of a steep rise in volatility from the week before putting the...
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Credit Double Threat on the Horizon

Credit Double Threat on the Horizon

Recently, the WSJ reported on two positive credit trends in the US Economy. Individually, these trends are very positive for a growing economy, however, in...
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Charitable Moves You can Make with Your IRA

Charitable Moves You can Make with Your IRA

The IRA has long been viewed by the investment community as one of the best vehicles for saving for your own retirement, hence the name,...
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Feigning Independence as Birds of a Different Feather

Feigning Independence as Birds of a Different Feather

It’s the beginning of November and we can all be thankful that the election season will soon be over. While there is no shortage of...
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Two Wealth Building Tips from William Shakespeare That are Still True Today

Two Wealth Building Tips from William Shakespeare That are Still True Today

College is now out for summer and I see more interns walking around the financial district than usual at lunchtime. Seeing more of these young...
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Should You Take Out a Mortgage to Deduct the Interest?

Should You Take Out a Mortgage to Deduct the Interest?

The old saying that there are only two sureties in life, death and taxes probably never bought a house in the Bay Area. If they...
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