Wealth Architects | July 22, 2026
Giving back has long been part of the Wealth Architects DNA, from the Second Harvest matching gift to Project Cornerstone to the Moonlight Run. Last year that instinct got a name: the Wealth Architects Impact Team, a firm-wide effort to roll up our sleeves and do hands-on work in our community.
Charles Tran – CFP® | July 22, 2026
One question comes up often in financial conversations with the next generation: When should I start thinking about setting my children up with a credit card? In my own conversations with families, the credit card question usually starts as a logistics question, but it quickly opens the door to a much bigger family conversation about values.
Mark Gordon | April 27, 2026
The first quarter of 2026 left many investors uneasy. Although equity returns were modestly negative – global stocks dropped 3%1 – many of our clients have grown increasingly worried. We’re not surprised. In late February, the United States began a bombing campaign in Iran.2
Pat Phillips | April 26, 2026
A significant generational wealth transfer is underway, and many families are navigating what it means to receive an inheritance. For married couples in California, one point is especially important to understand. California is indeed a community property state. However, an inheritance received outright is generally considered separate property.
Clegg Hubbell | April 25, 2026
For high performers, mental health tends to erode quietly through constant decision-making, context switching and lack of recovery time. The solution is not to layer on more “wellness tasks,” but to build systems that protect cognitive bandwidth and emotional stability.
Mark Johnsen | January 23, 2026
It’s hard to believe that we have been helping clients design and build wealthier lives for nearly two decades. In November, at Wealth Architects University, we revisited our roots by focusing on the Design for a Wealthier Life Process® – the methodology we founded our company with in 2005.
Jessica Ng | January 22, 2026
In this post, Jessica shares her journey to the CFP®, the ways Wealth Architects supported her along the way, and what this accomplishment means for her and for those she serves. An Unconventional Path The traditional path to earning the CFP® designation can seem straightforward: complete the required coursework, take a review program, then sit
Mark Gordon | October 21, 2025
At the end of 2023, most analysts expected the US Federal Reserve (the “Fed”) to cut interest rates multiple times this year. As we discussed in our previous market review, however, the Fed refrained from cutting rates this year due to inflation concerns. Last quarter, the Fed did finally lower rates by a more-than-expected 0.5%.
Charles Tran – CFP® | July 25, 2025
Smart financial choices at every age can pave the way for stability, success, and ultimately achieving a wealthier life. Here is a look at key financial considerations starting from birth to your 70s and beyond. Please note that this list is not exhaustive and may or may not apply to everyone. 0-19 529 College Savings
Wealth Architects | July 24, 2025
Trust Planning Starts With a Roadmap and Clear Roles First, determine who needs to be involved. As Ellen put it, “Not just who’s on the bus, but making sure that the right people are in the right seats on the bus.” These roles can include trustee, private professional fiduciary (PPF), case manager, financial advisor, accountant
