Silicon Valley Bank

By |2023-03-21T10:51:18-07:00March 13th, 2023|

On Friday, the FDIC took control of Silicon Valley Bank (SVB). On Thursday, the bank reported it was trying to raise new capital to help shore up its balance [...]

Am I Saving Enough??

By |2023-03-01T09:38:02-07:00March 1st, 2023|

As a financial advisor, I’ve tried to answer this question hundreds of times. It seems simple enough, but when you consider unknown variables like life expectancy, future rates of [...]

You’re Setting Up a Trust

By |2023-01-25T11:34:47-07:00January 25th, 2023|

You’re Setting Up a Trust—Hiring An Attorney or DIY? When it comes to estate planning, there are two main options for drafting documents: hiring an attorney or doing it [...]