Broker Check


Tuesday, October 26, 2021

Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs


Tuesday, October 12, 2021

Are You Confused About Investment Costs? Part 1: Fund Management Fees


Wednesday, October 6, 2021

SGC Q3 2021 Newsletter


Wednesday, September 29, 2021

Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning


Tuesday, August 24, 2021

Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques


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Tuesday, August 17, 2021

Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade


Thursday, July 8, 2021

SGC Q2 2021 Newsletter


Tuesday, June 29, 2021

Is Inflation Haunting Your Financial Dreams? Part 2: What We Can Do About It


Thursday, June 17, 2021

Is Inflation Haunting Your Financial Dreams? Part 1: What We Know


Friday, May 28, 2021

Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning


Wednesday, May 5, 2021

Protecting What’s Yours (After You Pass) Part 1: Importance of Estate Planning


Friday, April 30, 2021

Protecting What’s Yours (While You’re Alive)


Friday, April 9, 2021

SGC Q1 2021 Newsletter


Friday, March 12, 2021

The American Rescue Plan Act of 2021: The 2021 Recovery Rebate Stimulus Payments


Thursday, February 25, 2021

Cryptocurrency: What's It All About? Part 3: Trading in Cryptocurrency


Tuesday, February 16, 2021

Cryptocurrency: What's It All About? Part 2: Spending Cryptocurrency


Thursday, February 4, 2021

Investing Is Not a Game......Stop & You! Our thoughts on GME


Thursday, January 28, 2021

Cryptocurrency: What's It All About? Part 1: Understanding Cryptocurrency


Friday, January 8, 2021

SGC Q4 2020 Newsletter


Friday, December 11, 2020

Six Financial Best Practices for Year-End 2020


Friday, December 11, 2020

Six Financial Best Practices for Year-End 2020


Thursday, October 29, 2020

Presidential Election Reflection 2020


Tuesday, October 6, 2020

SGC Q3 2020 Newsletter


Thursday, October 1, 2020

Lump-Sum Investing vs. Dollar-Cost Averaging Round 2: Actual Outcomes


Thursday, September 24, 2020

Lump-Sum Investing vs. Dollar-Cost Averaging Round 1: Raw Returns


Thursday, August 20, 2020

Link to Investor Series Article


Wednesday, July 8, 2020

San Gabriel Capital 2nd Quarter 2020 Newsletter - Link :


Monday, April 6, 2020

SGC Q1 2020 Newsletter


Thursday, April 2, 2020

Investor Education Series - US Equity Returns Following Sharp Downturns


Thursday, April 2, 2020

A CARES Act Overview


Tuesday, March 31, 2020

Investor Education Series - A Coronavirus Round-Up Report


Monday, March 9, 2020

Investor Education Series - Three Thoughts During Scary Markets


Friday, February 28, 2020

Investor Education Series - 10 Things To Do Right Now While Markets Are Tanking


Thursday, February 6, 2020


Sunday, January 12, 2020

Q4 2019 San Gabriel Capital Newsletter


Friday, December 27, 2019

Link to You, Your Retirement, and the SECURE Act


Tuesday, October 8, 2019

Link to Q3 2019 SGC Newsletter


Wednesday, August 28, 2019

Link to - A Timely Reminder on the Perils of Market Timing


Sunday, July 7, 2019

Link to Q2 2019 San Gabriel Capital Newsletter


Friday, June 7, 2019

Link to What Is Liquidity


Saturday, April 13, 2019

Link to SGC's Q1 2019 Newsletter


Friday, March 1, 2019

Link to A Second Opinion Reach-Out - Conducting Your Due Diligence


Monday, January 21, 2019

Link To Quarterly Market Review Q4-2018


Monday, January 21, 2019

Link to Quarterly Market Review Q3-2018


Tuesday, July 10, 2018

San Gabriel Capital Q2 2018 Newsletter


Saturday, May 12, 2018


Saturday, April 28, 2018


Sunday, April 8, 2018


Thursday, March 15, 2018

You, 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...


Wednesday, February 28, 2018

Charitable 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...


Saturday, February 3, 2018

The 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...


Wednesday, January 10, 2018


Saturday, December 23, 2017

Year 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...


Tuesday, December 12, 2017

Have 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...


Monday, November 20, 2017

The 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...


Saturday, November 11, 2017

The 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...


Saturday, October 28, 2017

The 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...


Tuesday, October 10, 2017

San Gabriel Capital 3rd Quarter Market Review


Friday, September 29, 2017

There 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,...


Friday, September 15, 2017

Let'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...


Friday, August 25, 2017

Welcome 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...


Friday, August 11, 2017

We 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...


Friday, June 30, 2017

SGC Newsletter


Friday, June 16, 2017

OUR 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,...


Friday, April 28, 2017

SGC Newsletter


Friday, December 30, 2016

SGC Newsletter


Friday, November 25, 2016

Your 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...


Friday, November 18, 2016

SGC Newsletter


Friday, June 24, 2016

SGC Newsletter