About

Responsibly Managing Investment Accounts Over 25 Years

My hope is that this blog will help individual investors with their investing responsibilities by providing simple and timely investment help.

The Markets Commentary and Economy posts are intended to help keep current market conditions in context for busy people.

The Investment Management posts are intended to help investors improve performance in their investment accounts, including their 401k plans, where they may have limited investment choices.

Planning Tips posts are meant to help with retirement and education planning for busy couples. The effort here is to keep it very simple and actionable.

About Bob

Based in Marin County CA, my clients are from all over the San Francisco Bay Area, California, the rest of the U.S. and abroad. My clients are individuals, family trusts, businesses, business retirement plans, non-profits and foundations. Mostly though, they are good and hard working people who need someone they can depend on to help them with their investments.