Quarterly Market Review Q4-2018
Monday, January 21, 2019Link To Quarterly Market Review Q4-2018
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Quarterly Market Review - Q3 2018
Monday, January 21, 2019Link to Quarterly Market Review Q3-2018
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San Gabriel Capital Q2 2018 Newsletter
Tuesday, July 10, 2018San Gabriel Capital Q2 2018 Newsletter
Read MoreCharitable Giving Under New Tax Laws: Sensible Strategies
Saturday, April 28, 2018https://conta.cc/2Ki3bzl
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San Gabriel Capital Q1 2018 Quarterly Newsletter
Sunday, April 8, 2018https://conta.cc/2Er0AyX
Read MoreYou, Your Financial Well-Being and the Federal Reserve
Thursday, March 15, 2018You, Your Financial Well-Being and the Federal Reserve After nearly a decade of leaving the federal funds rate at zero percent, the time finally came on December 16, 2015: The U.S. Federal Reserve (the Fed) raised the federal funds...
Read MoreUnderstanding the Donor-Advised Fund (DAF) - Charitable Giving
Wednesday, February 28, 2018Charitable Giving Under New Tax Laws Understanding the Donor-Advised Fund (DAF) No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without...
Read MoreThe Vital Role of Rebalancing
Saturday, February 3, 2018The Vital Role of Rebalancing If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if we told you there is a disciplined process for doing just that, and staying on track toward your...
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San Gabriel Capital Q4 2017 Quarterly Newsletter
Wednesday, January 10, 2018https://conta.cc/2r7dIYX
Read MoreYear End Tax Rap....Uhhh Wrap.... 2017
Saturday, December 23, 2017Year End Tax Wrap We interrupt your busy holiday season with a reach-out on this week's U.S. tax code overhaul. While the ink still dries on this sweeping new legislation, you may be wondering whether there are ways you can or should...
Read MoreCryptocurrency: What's It All About?
Tuesday, December 12, 2017Have you caught cryptocurrency fever, or are you at least wondering what it's all about? Odds are, you hadn't even heard the term until recently. Now, it seems as if everybody and their cousin are getting in on it. Psychologists have...
Read MoreThe ABCs of Behavioral Biases - Conclusion
Monday, November 20, 2017The ABCs of Behavioral Biases Conclusion Evidence-Based Behavioral Finance But don't take our word for it. Just as we turn to robust academic evidence to guide our disciplined investment strategy, so too do we turn to the work of...
Read MoreThe ABCs of Behavioral Biases (S-Z) - Part 6
Saturday, November 11, 2017The ABCs of Behavioral Biases (S-Z) We're coming in for a landing on our alphabetic run-down of behavioral biases. Today, we'll present the final line-up: sunk cost fallacy and tracking error regret. Sunk Cost Fallacy What is it? Sunk...
Read MoreThe ABCs of Behavioral Biases (O-R) - Part 5
Saturday, October 28, 2017The ABCs of Behavioral Biases (O-R) So many financial behavioral biases, so little time! Today, let's take a few minutes to cover our next batch of biases: overconfidence, pattern recognition and recency. Overconfidence What is it? No...
Read MoreQuarterly Market Review- Third Quarter 2017
Tuesday, October 10, 2017San Gabriel Capital 3rd Quarter Market Review
Read MoreThe ABCs of Behavioral Biases (H-O) - Part 4
Friday, September 29, 2017There are so many investment-impacting behavioral biases, we could probably identify at least one for nearly every letter in the alphabet. Today, we'll continue with the most significant ones by looking at: hindsight, loss aversion,...
Read MoreThe ABCs of Behavioral Biases (F-H) - Part 3
Friday, September 15, 2017Let's continue our alphabetic tour of common behavioral biases that distract otherwise rational investors from making best choices about their wealth. Today, we'll tackle: fear, framing, greed and herd mentality. The ABCs of Behavioral...
Read MoreThe ABCs of Behavioral Biases (A-F) - Part 2
Friday, August 25, 2017Welcome back to our "ABCs of Behavioral Biases." Today, we'll get started by introducing you to four self-inflicted biases that knock a number of investors off-course: anchoring, blind spot, confirmation and familiarity bias. The ABCs...
Read MoreThe ABCs of Behavioral Biases -- Introduction
Friday, August 11, 2017We hope you will enjoy and find value in our multi-part series exploring behavioral biases that cause the most damage to investor resolve. First, we explore why we have behavioral biases, what they do to us, and what we can do about...
Read MoreDOL Fiduciary Rule Update
Friday, June 16, 2017OUR COMMITMENT TO ADVOCATE FOR YOU NEVER WAVERS You can add June 9, 2017, as the latest significant date to the running timeline for the Department of Labor's fiduciary rule, following: April 6, 2016 -- The DOL announces that,...
Read MoreProtecting Your Identity
Friday, November 25, 2016Your Guide to NavigatingSafely in a Cyber WorldHoliday lovers aren't the only ones who think this is the most wonderful time of the year. From Black Friday to Cyber Monday to every other day through the end of 2016, millions of...
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