RESOURCES

The S&P 500 gained 25% in 2024, for the second straight year of 20%+ returns. The last time it had three such years in a row was in 1878-1890. One of the greatest productivity-boosting new technologies ever came out in that period – the electric light bulb!

Favorite books read in 2024: Supercommunicators, Atomic Habits, Take the Stairs, Verbal Judo, Dollars and Sense, Nudge: The Final Edition, Give and Take, Masters of the Air and more...

This blog will review some of the most common financial New Year’s resolutions and share specific tips on achieving those goals.

What should we do given the election results?

If you've decided to get involved in philanthropy at any level, you're likely considering various options. While major organizations like the American Red Cross or Doctors Without Borders do incredible work, you might feel that your contributions could have a more significant impact locally. So, how do you go about finding reputable charities in San Luis Obispo County that align with your values and goals? Here are some steps to help you in your search.