Young Professionals: Career Planning with the “Background, Blueprint, Build” Model
Oct 25, 2023
We are colleagues and associates at Wealth Architects, a wealth and life planning firm. We have worked in multiple roles and office environments prior to this one, and have taken away some lessons that we think will be helpful for other young professionals – in any industry – at the early stages of their careers.
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A Money and Love Decision-Making Framework: Q&A with Myra Strober and Abby Davisson
Oct 20, 2023
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.
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Wealth Architects Learning & Development: An Interview With Our Chief of Staff
Sep 28, 2023
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.
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6 Strategies: Financial and Tax Planning During Volatile Times
Aug 07, 2023
Over the last several months, we’ve received an outpouring of questions from clients about recent economic events and current market volatility. In a time of inflation, increasing interest rates, bank runs, geopolitics, layoffs and the Silicon Valley Bank collapse, it’s only natural to have financial concerns and emotional unease.
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The Recession That Wasn’t
Aug 02, 2023
Last quarter treated investors to continuing strong equity returns. Global equites rose over 6% and are now up nearly 14% as of the end of June. Domestic equities saw particularly strong gains: nearly 9% for the second quarter. Global bond markets held their value: US bonds were down less than 1% and foreign bonds were up less than 1%.
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Estate Preparation Before Death: A 10-Point Checklist
Jul 10, 2023
Whether you or your partner are ill, approaching end-of-life, or just want to be prepared in advance, this high-level list will help you start putting plans in place to ensure your wishes are met and your loved ones are supported in the event of a death.
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How Will Wealth Architects Help Navigate a US Default?
May 22, 2023
Over the past several weeks, we’ve seen daily stories about the United States’ “debt ceiling” and whether the US might default on its debt. We’ve been working on a debt-ceiling explainer, but a recent conversation with a client has changed our focus.
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First Quarter Review and Year in Review 2022 Part 2: Bonds
Apr 25, 2023
Last quarter we reviewed 2022 equity returns. Although most equity indices went down last year, we saw that diversifying stock portfolios by adding small and value stocks likely helped blunt the bear market blow.¹ Today we’d like to follow up by reviewing bond returns of 2022. But first, a quick look at the capital-market returns from this past quarter.
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