050: Your Guide to an Out-of-State Retirement Relocation

The New York Times reported that people leaving California outnumbered newcomers by more than 700,000 people between April 2020 and July 2022. A further breakdown shows that over 407,000 people left between July 2021 and 2022, plus an additional...

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Many Happy Returns

By Guest Author David Booth, Founder and Chairman, Dimensional Fund Advisors This past year had its share of financial uncertainty, from inflation and rising interest rates to volatile stock and bond markets. Headlines added to the unease, from the growth...

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“I’m Shocked, I Tell You, Shocked!”

By Angela Wright, CFP If there’s a message to take from 2023 markets’ performance, it is this: Timeless wisdom best informs timely decisions. Here’s how Morgan Housel describes the same in his new book, “Same as Ever.” “The typical...

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Happy 2024! We made it!!

It is both delightfully simple and genuinely compelling to be able to summarize the behavior of the equity markets, not only in the calendar year just ended but over the last two years. We can actually do it in...

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047: What’s Going on in the Bay Area Housing Market?

Discussions about the housing market are always a hot topic. Here in the Bay Area, the housing market has been interesting, to say the least! Local reports say that since August of 2023, home prices are back on the...

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