650.325.5890
270 Redwood Shores Parkway, #121, Redwood City, CA 94065
650.325.5890
270 Redwood Shores Parkway, #121, Redwood City, CA 94065
In recent issues of the Lifetime Capital Group newsletter, I’ve shared with you some highlights from John Bowen’s excellent book, The Wealth Management Edge. In those articles, I’ve discussed everything from estate planning and transferring wealth to risk management and charitable giving strategies. As an advisor, I know how difficult it can be to bring all those...
Learn MoreFixed income can play an important role in a portfolio. But its role may vary according to an investor’s financial needs and concerns. For example, many investors look to fixed income for safety, income, and more stability in their portfolios. They must weigh these priorities against their concerns over future interest rates, inflation, government debt, and other...
Learn MoreAs an affluent individual, you have an opportunity to use your wealth to support the charitable causes that are closest to your heart. But with so many worthy organizations in need of support, and with a finite amount of dollars to give, what’s the best way to proceed? Creating a charitable giving strategy can help you find a way to support your most important...
Learn MoreIn past newsletters, we’ve discussed the importance of protecting your family, your confidential information and your financial assets. Today, I’d like to talk briefly about steps you can take to protect your property and business interests. As in other areas of wealth protection, protecting your property requires embracing both risk mitigation and risk...
Learn MoreAs a high-net-worth individual, you’ve worked hard to earn your wealth. One of your goals now is likely to protect that wealth. Unfortunately, as your wealth increases, so do the potential risks to that wealth. Many affluent individuals worry about someone taking financial advantage of their children or grandchildren, for example. Others are concerned about...
Learn MoreIdentity theft is a very real threat. Far too often, we hear stories of an individual’s personal and business information being compromised. For wealthy people, protecting confidential information is a particularly important concern. Most people realize that the security of confidential information is a serious issue. Surveys have revealed that roughly three-quarters...
Learn MoreThe second quarter of 2012 was marked by a series of sharp rallies and declines that ultimately ended with moderate losses in most equity markets. In late May, most equity averages were negative for the year in the wake of the substantial gains posted during the first quarter. During the second half of June, a strong rally pared losses significantly. The exceptions were...
Learn MoreA recent article appearing in the Financial Times caught our eye—or perhaps we should say ear. At first glance it was unremarkable—just one among dozens of recent think pieces suggesting that investors were losing interest in stocks as markets around the world continued to stagnate. But the tone of the article sounded remarkably familiar. We dug out our copy of the...
Learn MoreEveryone wants to protect themselves and their loved ones from possible harm. And if you’re an affluent individual, you have even more reason to take steps to protect those who you love. Wealthy people have particular reason to be concerned about predators targeting their loved ones, abduction attempts, security while traveling internationally or domestically, or...
Learn MoreAs an affluent individual, growing and preserving your wealth through a coordinated investment plan is likely one of your key concerns. But investing isn’t the only thing you need to think about when it comes to wealth management. To ensure that you’re making the most of your financial life, you also need to address a number of advanced planning issues. The...
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