Entries by admin

Mid-Quarter Newsletter – November 2020

Year-End Tax Planning Yes, it’s that time of year again: When it starts to get a bit nippy in Southern California and we have to wear long-sleeve shirts with our shorts and sandals. The time of year when things start to get a little cheerier and we look forward to the promise of a new […]

Schwab IMPACT 2020 Video

Our CEO, Jeff Sarti, was featured at Charles Schwab’s virtual IMPACT conference. Thousands of investment advisory professionals gathered remotely to learn how to think differently about the issues that matter most to their practices. This year Schwab highlighted four firms based on the impact they are making in the industry. In a year that has […]

MC Stories – 4 days, 450 miles in a 4-wheeler

How often do we get the chance to really get away from it all and unplug? With the stresses of modern-day life—raising two children, my wife, Jen, and I working full-time—I was looking forward to a “guys trip.” Now, mind you, this was not with my friends but rather an L.A.-based group called Wilderness Collective, […]

Quarterly Commentary – Q3 2020

In our third quarter 2020 client letter, we address four prevalent myths as they relate to financial markets and our clients’ portfolios: Myth #1: The economy and the stock market have recovered Myth #2: The stock market leaders (i.e., mega-cap tech stocks) will keep outperforming. Myth #3: If [insert Democrats or Republicans] win the election, […]

MC Stories – Out of the Mouth of Babes

When I became a mom, I always thought I would be teaching my kids things, not the other way around, especially when it comes to what I do for a living. But as they say—out of the mouth of babes. . . . One morning recently, I was anxious to take the kids to my […]

MC Stories – An Advisor’s Annotated Book Stack

  I like to read historical literary texts as well as their inventive modern reinterpretations.  Both sets pose questions that don’t go out of style:  Who are we as a society?  What do we value?  What should we teach our children?  How do we know what we know?  My book stack offers a few examples… […]

Why Is Gold Going Up?

Gold is making headlines in 2020, as its performance leads most other asset classes year-to-date and investors are starting to take notice. In particular, Warren Buffet’s recent purchase of a gold mining stock has caught the attention of the media. Those who only think of gold as a “safe-haven” investment have been surprised by its […]