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9 January
Thoughts from the Founder: Welcome to 2026
I hope this finds everyone refreshed and feeling hopeful for the prospect of the new year ahead. While it will no doubt have its highs and lows, we remain poised and ready to work alongside you as we embark on the journey into 2026 together. With the lively and busy year-end now behind us, I […]
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28 June
Thoughts From Our Founder: A Bright Future Awaits
As commencement season is in full swing, it’s a great time to celebrate and reflect on the many achievements of our graduating kids, grandkids and other loved ones. On a personal note, my wife Shari and I recently celebrated the graduations of our oldest daughter Alexa from Berkeley Law and our son Jonathan from Wash […]
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4 January
Thoughts From Our Founder: Reflection and Optimism for What Lies Ahead
As we close the door on 2023, I can’t help but look back at this past year and reflect on the various twists and turns we experienced, most unexpected and some even fitting the description of a “black swan” event- an extremely unexpected event, which results in a decisively negative impact on the markets.[1] Following […]
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