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Financial Planning:
Thoughts and Commentary
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Why Geopolitical Headlines Shouldn’t Derail Your Long-Term Financial Plan
Geopolitical investing strategy for Bay Area professionals: how to manage RSUs, ESPPs, and equity compensation with a long-term plan.
Apr 84 min read
Seven Financial Planning Lessons for Bay Area Families Navigating Market Volatility During Troubling Times
How should families approach financial planning during market volatility? Learn how rising inflation, gas prices, and global events like the war in Iran impact your plan—and why long-term investment strategies continue to outperform short-term reactions.
Mar 203 min read
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