May 26, 2022
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Opinion: What is a financial advisor?

By   /  Friday, October 29th, 2021  /  Banking & Finance, Banking Industry, Latest news, Op/Eds, Opinion  /  Comments Off on Opinion: What is a financial advisor?

By Joe Weiland I had lunch today with a younger acquaintance of mine. Let’s call him Jim. I have known Jim for a number of years, and he has always impressed me with his business acumen. At a young age, he has managed to put together a sizable, yet a bit illiquid, net worth. He Read More →

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Opinion: Poor communication has many financial clients playing darts in the dark

By   /  Friday, July 9th, 2021  /  Banking & Finance, Latest news, Op/Eds, Opinion, Personal Finance  /  Comments Off on Opinion: Poor communication has many financial clients playing darts in the dark

By John Grace Does this sound familiar to you? • 71% of people are worried about the rising costs of healthcare. • 67% worry about rising costs of living. • 66% are afraid market downturns will affect their savings. • Only 1/3 have broached the subject with their advisor. These are the findings of The Read More →

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Personal finance really family finance

By   /  Friday, July 31st, 2015  /  Op/Eds, Opinion  /  Comments Off on Personal finance really family finance

Personal finance has always been a family affair that involves the interests of children, parents and other relatives. Currently, many trends exacerbate situations where relatives’ assistance is needed, which makes family situations increasingly challenging and difficult to plan for. First, expanded life expectancy brings expanded financial challenges. A longer life does not only imply greater Read More →

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East Coast in focus as Somera Capital reaches $2B mark

By   /  Friday, December 12th, 2014  /  Banking & Finance, Latest news, Personal Finance, South Coast, Subscriber content, Top Stories  /  Comments Off on East Coast in focus as Somera Capital reaches $2B mark

With a core portfolio of assets from Palo Alto to Los Angeles, the company has started fishing for deals in the Seattle market and putting even more focus on East Coast markets from Washington, D.C. to Savannah, Georgia.

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Op/ed: How to protect a loved one from financial fraud and elder abuse

By   /  Friday, July 5th, 2013  /  Op/Eds, Opinion  /  Comments Off on Op/ed: How to protect a loved one from financial fraud and elder abuse

Baby boomers increasingly are facing the difficult task of protecting aging parents from financial fraud, scams and undue influence.

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Op/ed: Tax deadlines can help you reach your financial goals

By   /  Friday, May 24th, 2013  /  Op/Eds, Opinion  /  Comments Off on Op/ed: Tax deadlines can help you reach your financial goals

With this year’s tax season behind us, it is now time to take the next steps to maintain personal finances in good order.

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Op/ed: How the right amount of happiness can literally enrich your life

By   /  Friday, February 24th, 2012  /  Op/Eds, Opinion  /  Comments Off on Op/ed: How the right amount of happiness can literally enrich your life

Does happiness buy money?