Top
Dynamic financial solutions for creative professionals.
Client Access

Archive for the ‘ Wealth Management ’ Category

Written by Stephanie Connor Arkof on

Gaining Perspective on the Next Market Downturn

The political divisiveness that has percolated since the 2016 election continues to suggest that our ability to view issues from other perspectives is challenged. And that’s a problem not just for our politics, but for our financial lives as well. The allure of a narrow, one-sided perspective is in the simplicity and focus of its message. But that doesn’t make it accurate. As financial advisors, we spend a lot of time reading and thinking about cognitive bias, in other words, how our “hunting stories” may overstate our upside at the expense of the outsider’s objective interpretation.

Read More

Written by Richard Singer on

Your Ballot vs. Your Wallet

Given the massive polarization between Republicans and Democrats, I have been thinking a lot about how our personal views on the environment, social issues, economics and therefore politics can affect our world-views and possibly derail a rational and disciplined long-term investment strategy.

Read More

Written by Richard Singer on

Low Interest Rates Got You Down?

Generally one has two choices when responding to the question, “How are you?” The conventional option is to simply respond, “Fine. How are you?” and move on with life. The other choice is to respond honestly in some long, drawn-out monologue for which nobody really has the time or interest to hear. Often honest to a fault, I sometimes take the less conventional route and bore my friends to death.

Read More

Written by Richard Singer on

Are You Managing Your Assets, or Are They Managing You?

We at Singer Burke practice wealth and business management, which of course includes managing investments and developing plans to optimize the taxes, retirements and estates of our dear clients. These are all very important, tangible services with financial benefits easily quantified through performance reports and balance sheets.

Read More

Written by Richard Singer on

Winning at Wealth Management

Last month, CNBC ranked SB Capital Management as number 64 on its list of the Top 100 Fee-Only Wealth Management Firms in the country. Since we were the only firm in Los Angeles to make the list, we derived a #1 ranking for LA to boot.

Read More

Written by Richard Singer on

Place High Impact, High Certainty Bets In Your Life

Most of us probably don’t consider ourselves to be gamblers in our daily lives. But think about this for a moment; aren’t almost all of the actions you take “bets?” Don’t you actually place bets on yourself, your career, or your company every day? Aren’t the decisions you make all day long, like bets, simply choices with the potential for different outcomes?

Read More

Written by Matthew A. Burke on

Invest Right for Your Blood Type?

Recently I read about something called the “Eat Right for Your Blood Type” diet. It’s advocates claim that certain blood types require specific foods because of their ancestral history. With all of the dietary factors that affect your health and well-being, would you base your diet on nothing more than your blood type?

Read More

Subscribe to Our Newsletter