Investing with Purpose
Aug 01, 2018
Some clients have wondered whether investments can help make a change. Not only investing “for” a purpose but investing “with” purpose. Not only “Can I make a difference by investing?” but also “Can my investments make a difference?” The easy answer is yes. There is a large and growing number of purposeful investment options. But the full answer is more complex.
Wealth and Well-being
Jun 06, 2018
Research findings confirm two things central to our philosophy at Wealth Architects. First, our wealth and well-being are much greater than just our money. Second, although much of life is uncertain and out of our control, what we can do to achieve greater wealth and well-being is within our control.
Bitcoin and Cryptocurrency: Sound Investment, Bubble, or… Something Else?
Jun 01, 2018
Bitcoin and other “cryptocurrencies” had quite a year in 2017. Once the province of techies, libertarians, and gray-market traffickers, Bitcoin exploded into the mainstream. We’ll explain (briefly) how cryptocurrencies work; discuss whether we consider them to be an investment, bubble, or something else; and suggest some guidelines for clients considering buying Bitcoin.
The U.S. Debt Ceiling and Investment ‘Safety’
May 29, 2018
Questions arise regarding U.S. Treasury bonds, something called the “Debt Ceiling,” and whether the United States will default on its debt. We’ll discuss Treasuries, the Debt Ceiling, default and the broader implications for thinking about and managing risk in our own investments and lives.
The Tale of Jozef Gozanski and Investment Advice for Current Times
May 23, 2018
Since the election, some clients have expressed uncertainly or fear regarding the direction of the president and his administration. After sharing their feelings, clients tell me they’re worried something bad might happen and ask whether I understand. Yes. And yet I recognize it’s vital for both advisors and clients to separate emotions and political beliefs from financial decisions.