Tailgating and Turbulence
May 2025
On my way home from work last week, the driver in a white Tesla next to me was in a [...]
Go Long 2024
Feb 2024
Our clients had a very eventful 2023. Last year: 1 of our clients retired. 2 received [...]
Q&Adrianne: Silicon Valley Bank & Schwab
Mar 2023
QUESTION
“Adrianne, what happened at Silicon Valley Bank? Should I worry about [...]
The Cross-Eyed Bear
Sep 2022
“The market is the most efficient mechanism anywhere
in the world for transferring [...]
Investing Insights from Mr. Miyagi
Feb 2022
Last week two clients independently
asked “Adrianne, when do you think
the markets [...]
It’s On.
Nov 2020
“Ultimately, the financial growth
of companies is what matters.”
We Are All on the Front Line
Apr 2020
Definitions
• Resistance (medical, n): The ability to remain
unaffected by a harmful [...]
Why We Plan
Mar 2020
“We don’t know what the market will do in a month or
a year. But we don’t have to [...]
Not Pleasant, But Normal
Feb 2018
“There is an opportunity cost
to doing nothing.”
Not Ready to Go
Jul 2013
“One important aspect of financial planning
is to prepare us for the possibility of [...]
A Tree Grows in San Francisco
Jul 2012
On April 4 my daughter Audrey turned two. Immediately our home became a showcase for the [...]
10 Years: Reflections on 9/11
Sep 2011
“No matter what challenges we face today,
we have the control, and the choice, [...]