Now that the dust has settled on 2016, it will be remembered as an excellent year for equity investor.  However, the headline numbers for the year don’t even begin to tell the story. It seems like a distant memory now,…

Hurts So Good As we consider the solid year-to-date performance of the investment markets, it reminds me of one of my favorite and most iconic songs of the 80’s. In 1982 John Cougar Mellencamp released his first iconic album. There…

Recently we took our (Mitch’s) family to visit Disneyland in Anaheim, which was celebrating its 60th birthday in spectacular fashion.  As we watched the fantastic light show and parade at the end of the day it struck me at how…

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness…it was the winter of despair, it was the spring of hope”. A Tale of Two Cities,…

One of the things our family looks forward to is family movie night.  It is amazing that even our 14 year old manages to put down her iPhone (parents – can you relate?) for a couple of hours to hang…

And Other Lessons from PeeWee Football… One of the joys of being a parent is occasionally having the opportunity (and maybe sometimes obligation!) of coaching your child’s sports teams.  Of all the sports, football for 6-7 year olds is one…

Summer is a wonderful time for vacations, family reunions, backyard barbeques, and reading a good book among other things. It’s a time to reconnect, recharge, and relax. We hope you are able to take some time and enjoy this season.…

Good Start in 2015 for Diversified Portfolios Every year I always look forward to the NCAA basketball tournament.  Everyone seems to be excited as even small schools have a chance against the power schools. I love how the competition for…

As we reflect on a great 2014 and look ahead to 2015, we are first and foremost grateful for the opportunity to serve you and to support your family and businesses.  Our goal is to help equip you to be…

The Fall season is underway and we hope everyone is enjoying this beautiful weather. Fall is a popular season due to the mild temperatures and nature’s beautiful colors, but also it’s a good reminder of the cyclical nature of things. …