DeDora Capital

05/10/2019

Modern Monetary Theory & Impact.

Back when I was first learning about investing and economics, the entire area of study was so nerdy. It was dry and academic. It was far from political, far from edgy, and definitely far from exciting in any kind of a news way. One thing that I really respect about Jim Cramer, for example, is that...

06/20/2018

Taking Regret Seriously & What Inflation Did to Wages

One of the things we do in the planning process is to look for areas of likely future regret, pull them into the present, and see if there is a better alternative. If so, check it out; if not, at least there is clarity on the path forward.  

12/01/2017

Care vs. Reckless

This week Paul and I took some time out of the office for our annual off-site Planning Meeting. Each November we take a full 1-2 days to celebrate successes, learn from frustrations, and set areas to focus on for the next year. At the risk of sounding like a broken record, we are full of gratitude...

10/12/2017

Re: Wildfires in the North Bay - Our Staff, Office, and Homes are ok. Multiple redundant systems in place in case things get worse... we can grab the laptops, jetpacks, and run if needed and still do what we need to. In the meantime, we have been checking in with clients that are displaced. Many clients are affected in one way or another, and we are here to help sort out what that means financially. Above all, be safe and be well!

09/08/2017

Natural Disasters.

Economics of natural disasters and Hurricane Harvey in particular.

08/11/2017

Two Koreas

This week I had the opportunity to provide financial education for our local Boys & Girls club staff. This is a great group of educators, and doing these kinds of financial education events fits right in with our mission. If you work with a group that you think would benefit from a financial educati...

06/02/2017

Summer Camps & Gen Z.

Is there a a financial topic that you have said, "I've always wondered" about, or that you want to understand better? Is there a recent article or financial topic that you found really interesting or helpful, and other clients might benefit from it also? If so, let us know on the 

05/19/2017

A Lot of Little vs. the BIG ONE & Marginally Attached.

Abby, or canine ambassador that sits up front with Janie, was out sick for a few days last week. She's back and feeling better now!

05/05/2017

From Earnings Recession to Earnings Acceleration?

It's hot and dry in Napa, hello summer! The "Collected Works from Napa Valley Writers 2017" is hot off press and available on Amazon.com... who is that guy Will Becker on page 190? 

04/21/2017

Let's Boost Well Being!

Heads up that next week may be a bit turbulent in the political sphere as there are the potential for votes on both health care and keeping the government open. In other Government news, Treasury Secretary Mnuchin says that "we're 'pretty close' to bringing forward 'major tax reform'." Wall Street l...

04/07/2017

Is There A Big Mean Bear?

Now that the S&P 500 has increased significantly over the past few months, there is a question that I feel compelled to address: Is the Stock Market expensive? This question is increasingly popping up in media coverage of the markets. Yes, by historical standards the Stock Market is expensive from a...

03/24/2017

Being Utterly Unreasonable & 6 Core Fiduciary Duties

Back on 9/23/2016, I said that "There is something that Paul, Forrest, Terri, Janie, and I are utterly unreasonable about: upholding our legal and ethical duty to act in the best interest of our clients. That’s what it means to be a Fiduciary for our clients."