Tag: finance
Finance | Zoomers on the Rise: How Gen Z Is Reshaping...
“ou're also the most tech-savvy, adaptable, and values-driven generation to date. And that's your superpower in this new financial landscape.” —Paul White, “Financial Freedom...
Finance | Planning for Longevity
“Forever young, I want to be forever young.” —Bob Dylan
I now ask planning clients about time more than work cessation after 65. Sadly, my...
Finance | Landlording in the Santa Cruz Mountains
In the San Lorenzo Valley, it is easier to admit dope smoking than 10 years of successful landlording. But I am not the only...
Finance | Challenges in Emerging Markets Investments
“The U.S. innovates, China replicates, and Europe regulates.” —The Christian Science Monitor
Developed Markets, Frontier Markets and Emerging Markets
Trump tariffs (roughly 25%) punish American consumers,...
Finance | Investing Strategies in President Trump’s Economy
“or a nation to try to tax itself into prosperity is like a man standing in a bucket and trying to lift himself up...
Finance | Bettering Credit Scores
The student loan crisis makes credit repair seem all the more urgent, with interest restarting in 2023, payments marked late in 2024 and collections...
Finance | Planning Strategies with Trump’s ‘Big Beautiful Bill’
“I think a bill can be big or it could be beautiful, but I don’t know if it could be both.” —Elon Musk
Planning became...
Finance | Socially Responsible Investing in Scotts Valley
“Look out!” grimaced Blue. “There’s the Trump supporter gulping Scotts Valley Coffee!”
“Where else?” responded Red. “And you must be the Ben Lomond neighbor who...
Finance | Hedging Stocks with Real Estate Investment Trusts
“…for investment periods of 20, 25, and 30 years, the compound annual returns from equity REITs have exceeded those of the S&P 500 Index...
Finance | Commodities Investing in Uncertain Times
“Gold is the money of kings, silver is the money of gentlemen, barter is the money of peasants—but debt is the money of slaves.”...
Road project on Highway 9 in Felton continues next week
A project to construct sidewalks, curb ramps, driveways and retaining walls on Highway 9 between Graham Hill Road and the San Lorenzo Valley schools...
