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Dolan Partners LLC

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Danville, CA
Dolan Partners LLC

Dolan Partners is a boutique financial life planning firm for mid-career professionals and business owners.

We work with clients to build customized and adaptive financial roadmaps and act as their trailguide in the journey toward their vision of finan

11/04/2021

"Last Month's (Reduced) Inputs"

By Ryan Dolan Like many, I am an information addict. But I was kind of elitist about it. I wasn’t really spending time on social media, I never watch news on TV. I am more of a book, long-form high-brow journalism and podcast guy. I convinced myself that because the t

08/24/2021

Latest blog post:

"Altruism: Financial Force Multiplier."

By Ryan Dolan ”The only way to keep it is to give it away.” George Vaillant, Grant Study director Harvard University’s Grant Study had an ambitious mission from its commencement in 1939: to closely track the lives of 268 Harvard students for decades. A “longitudinal” s

05/21/2021

"What I Read This Week."

-"Burnout: Modern Affliction or Human Condition?"

-Best time to become an entrepreneur? The worst of times...

-"Noisy" human decision-making.

By: Ryan Dolan “Burnout: Modern Affliction or Human Condition?” New Yorker A history of the term burnout: an exploration of what it is and isn’t. Fending off burnout and interjecting balance and a long-term mindset is key, particularly for high-achieving people. It pays to be mi

05/14/2021

"What I Read This Week"

By Ryan Dolan “Wisdom Isn’t What You Think It Is” David Brooks, New York Times This article got printed out and put in my “revisit” file. While not presumptuous enough to label myself as “wise,” this article resonated. My hope is that in working with clients I am touching

05/07/2021

"What I Read This Week."

-Investing in your kids.

-A tragic Wall Street su***de.

-"What happens when stocks only go up?"

By Ryan Dolan “Want to Raise Successful Kids?” Inc. On the surface, yet another of those tired, cliche click-baity articles-“Five Things Billionaires Do Before Breakfast.” However, some interesting insights about successful parenting; some I knew, a couple I didn’t. From my perspe

04/30/2021

"What I Read This Week."

-"Confessions of an Overnight [Tech] Millionaire."

-The pandemic upended where many Americans want to live, will it continue?

-Will Biden "Step Down the Step-Up"?

By Ryan Dolan “Confessions of an Overnight Millionaire” New York An anonymous piece from a young, Bay Area, tech millennial nearing a surprise IPO windfall. To be honest, halfway through this article I thought it was fake-an Onion-like satirical caricature. I m

04/23/2021

"What I Read This Week."

-5 traits of good investors.

-A visual depiction of big tech's growth through acquisition.

-Biden's tax policy: gunning at the 0.3%.

By: Ryan Dolan “Five Investing Powers” Morgan Housel Investing and financial planning success largely come down to defining what race you are running and then building the right traits and behaviors while reducing the wrong ones. Housel identifies four necessary traits: reducing FOMO, f

11/06/2020

"What I Read This Week."

By: Ryan P. Dolan “The Conscience of Silicon Valley” GQ A profile of a technology insider and early critic of big tech and social media. We are all increasingly aware of the side-effects these platforms have on our families and societies. Jared Lanier paints a

10/30/2020

"What I Read This Week."

By: Ryan P. Dolan My weekly attempt at looking for the signal amidst the noise. “Wealthy Millennial Women Tend to Defer to Husbands on Investing” New York Times I was surprised to read this. It’s been my experience that millennial couples tend to be far more egalitari

10/23/2020

"What I Read This Week."

In a world of babel, three articles I found insightful.

-An entertaining (depressing?) look at the obsession with niche sports as a way into the Ivy League.

-Using trusted reviews to better source books. A review of "Atomic Habits".

-Vault: The Supreme Court and retroactive tax changes.

By: Ryan P. Dolan In a world of babel, three articles I thought were insightful. “The Mad, Mad World of Niche Sports Among Ivy League-Obsessed Parents” The Atlantic An almost farcical look at the well worn path of affluent parents and their use of niche sport

10/19/2020

"State of the Chart."

By: Ryan P. Dolan

10/16/2020

-Social Security's paltry inflation adjustments.

-Some insights from cable pioneer John Malone.

-Vault: Antitrust lessons for behemoth tech companies from John D. Rockefeller and Bill Gates.

By: Ryan P. Dolan Three articles I thought were worth passing on. “ Social Security Benefits to Rise 1.3% in 2021” Wall Street Journal Despite the complete lack of discussion in Washington, serious people implicitly know that Social Security is in tr

Address

Danville, CA
94507

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+14156082080

Website

http://www.dolanpartnersllc.com/

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