Our Take on Direct Indexing Part 2: Is It Worth It?
Wednesday, February 2, 2022Our Take on Direct Indexing Part 2: Is It Worth It? Link to Article Part 2
Read MoreBlog
Fighter Planes and Market Turmoil
Wednesday, January 26, 2022Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness.
Read MoreOur Take on Direct Indexing Part 1: What Is Direct Indexing?
Friday, January 21, 2022Click link for article:Our Take on Direct Indexing Part 1: What Is Direct Indexing?
Read More
Six Financial Best Practices for Year-End 2021
Sunday, December 26, 2021Six Financial Best Practices for Year-End 2021
Read MoreShow All
Evidence-Based Investing in Brief
Monday, December 20, 2021Evidence-Based Investing in Brief
Read MoreTax Planning in Turbulent Times: An In-Depth Report
Thursday, November 11, 2021Tax Planning in Turbulent Times: An In-Depth ReportClick Link for Article
Read MoreAre You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs
Tuesday, October 26, 2021Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs
Read MoreAre You Confused About Investment Costs? Part 1: Fund Management Fees
Tuesday, October 12, 2021Are You Confused About Investment Costs? Part 1: Fund Management Fees
Read MoreTax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning
Wednesday, September 29, 2021Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning
Read MoreTax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques
Tuesday, August 24, 2021Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques
Read MoreTax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Tuesday, August 17, 2021Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Read MoreIs Inflation Haunting Your Financial Dreams? Part 2: What We Can Do About It
Tuesday, June 29, 2021Is Inflation Haunting Your Financial Dreams? Part 2: What We Can Do About It
Read MoreIs Inflation Haunting Your Financial Dreams? Part 1: What We Know
Thursday, June 17, 2021Is Inflation Haunting Your Financial Dreams? Part 1: What We Know
Read MoreProtecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning
Friday, May 28, 2021Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning
Read MoreProtecting What’s Yours (After You Pass) Part 1: Importance of Estate Planning
Wednesday, May 5, 2021Protecting What’s Yours (After You Pass) Part 1: Importance of Estate Planning
Read MoreProtecting What’s Yours (While You’re Alive)
Friday, April 30, 2021Protecting What’s Yours (While You’re Alive)
Read MoreThe American Rescue Plan Act of 2021: The 2021 Recovery Rebate Stimulus Payments
Friday, March 12, 2021The American Rescue Plan Act of 2021: The 2021 Recovery Rebate Stimulus Payments
Read MoreCryptocurrency: What's It All About? Part 3: Trading in Cryptocurrency
Thursday, February 25, 2021Cryptocurrency: What's It All About? Part 3: Trading in Cryptocurrency
Read MoreCryptocurrency: What's It All About? Part 2: Spending Cryptocurrency
Tuesday, February 16, 2021Cryptocurrency: What's It All About? Part 2: Spending Cryptocurrency
Read MoreInvesting Is Not a Game......Stop & You! Our thoughts on GME
Thursday, February 4, 2021Investing Is Not a Game......Stop & You! Our thoughts on GME
Read MoreCryptocurrency: What's It All About? Part 1: Understanding Cryptocurrency
Thursday, January 28, 2021Cryptocurrency: What's It All About? Part 1: Understanding Cryptocurrency
Read MoreSix Financial Best Practices for Year-End 2020
Friday, December 11, 2020Six Financial Best Practices for Year-End 2020
Read MoreSix Financial Best Practices for Year-End 2020
Friday, December 11, 2020Six Financial Best Practices for Year-End 2020
Read MorePresidential Election Reflection 2020
Thursday, October 29, 2020Presidential Election Reflection 2020
Read MoreLump-Sum Investing vs. Dollar-Cost Averaging Round 2: Actual Outcomes
Thursday, October 1, 2020Lump-Sum Investing vs. Dollar-Cost Averaging Round 2: Actual Outcomes
Read MoreLump-Sum Investing vs. Dollar-Cost Averaging Round 1: Raw Returns
Thursday, September 24, 2020Lump-Sum Investing vs. Dollar-Cost Averaging Round 1: Raw Returns
Read MoreInvestor Education Series - What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Th
Thursday, August 20, 2020Link to Investor Series Article
Read MoreSGC Q2 2020 Newsletter
Wednesday, July 8, 2020San Gabriel Capital 2nd Quarter 2020 Newsletter - Link : https://conta.cc/30gTgqb
Read More
Investor Education Series - US Equity Returns Following Sharp Downturns
Thursday, April 2, 2020Investor Education Series - US Equity Returns Following Sharp Downturns
Read More
Investor Education Series - A Coronavirus Round-Up Report
Tuesday, March 31, 2020Investor Education Series - A Coronavirus Round-Up Report
Read More
Investor Education Series - Three Thoughts During Scary Markets
Monday, March 9, 2020Investor Education Series - Three Thoughts During Scary Markets
Read More
Investor Education Series - 10 Things To Do Right Now While Markets Are Tanking
Friday, February 28, 2020Investor Education Series - 10 Things To Do Right Now While Markets Are Tanking
Read More
Investor Education Series - You, Your Investments, and the Coronavirus
Thursday, February 6, 2020https://conta.cc/2tzkJDB
Read More
Q4 2019 San Gabriel Capital Newsletter
Sunday, January 12, 2020Q4 2019 San Gabriel Capital Newsletter
Read More
You, Your Retirement, and the SECURE Act
Friday, December 27, 2019Link to You, Your Retirement, and the SECURE Act
Read More
A Timely Reminder on the Perils of Market Timing
Wednesday, August 28, 2019Link to - A Timely Reminder on the Perils of Market Timing
Read More
Q2 2019 San Gabriel Capital Newsletter
Sunday, July 7, 2019Link to Q2 2019 San Gabriel Capital Newsletter
Read More
Link to A Second Opinion Reach-Out - Conducting Your Due Diligence
Friday, March 1, 2019Link to A Second Opinion Reach-Out - Conducting Your Due Diligence
Read More
Quarterly Market Review Q4-2018
Monday, January 21, 2019Link To Quarterly Market Review Q4-2018
Read More
Quarterly Market Review - Q3 2018
Monday, January 21, 2019Link to Quarterly Market Review Q3-2018
Read More
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
Read More
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...
Read More
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...
Read More