Author Archives: Wealth Architects

The ROI of the Sabbatical: Tips and Insights from Our Team

What’s the most important thing in your life that you haven’t made enough time for? It never feels like the “right time” to take a sabbatical from work because we tend to feel already like we’re short on time. If you’re like most of us, the last person in line for our own time is…ourselves.

A Money and Love Decision-Making Framework: Q&A with Myra Strober and Abby Davisson

For over 50 years, Labor Economist and Stanford University Professor Emerita Myra Strober has been investigating the financial, psychological and relational implications of major life decision-making. Together with former student and social innovation leader, Abby Davisson, they developed a framework for navigating complex conversations and decisions pertaining to our personal and professional lives. 

Wealth Architects Learning & Development: An Interview With Our Chief of Staff

We sat down with Chief of Staff Clegg Hubbell to ask him about his approach to the Wealth Architects Learning & Development (L&D) program he has been leading and how it benefits our clients, partners and associates.

My company went public and I now have a lot of stock. How do I set myself up for success?

For those with a large position in a publicly-traded company, it’s rarely straightforward to simply diversify. What if the stock appears to have much better prospects for growth than the market? What if there are complex tax implications for selling the stock? What if selling the stock creates a perception problem with company employees or

Invest Your Values

When we experience stress, we often get the impulse to “do something” to help relieve it. As citizens, we can vote for leaders who share our values. As capitalists, we can invest our money in companies that share our values. Indeed, aligning one’s investments with one’s values is a core piece of our work at

Create A Charitable Giving Plan: A 7-Point Checklist

1. Distill your motivation for giving. Before drilling down into the specifics of your giving plan, start with the big picture. What is it that really inspires you to be charitable? Begin this process by reflecting and reconnecting with those experiences that instilled in you a desire to give back. Are you motivated by a

Managing Elderly Family Care: Finding Comfort in Discomfort and Peace in Preparedness

Planning elderly care for yourself or your aging parents is never an easy topic, and because of that, it can be tempting to push it off for as long as possible–until it’s suddenly urgent, rushed, and incredibly complicated.

Finding Your True North During Uncertain Times

On June 25th, 2020, we were delighted to host a webinar with Susan Fox, MA – Executive and Life Coach, A.I.M. High Coaching and Mark T. Johnsen, CEO and Chief Wealth Architect of Wealth Architects. The conversation focused on the following topics…