Insights
Regular articles, videos, and information from the Peninsula Wealth team. Sign up for our newsletter for regular market information and updates from the team!
Evaluating Your Compensation Package
Evaluating a compensation package for a new job can be a daunting process. These days, your compensation can include countless elements to consider — your salary, benefits package, stock options, PTO, even soft benefits like environment and training — and not every...
Investment 101 – Getting Started with Investing
While investing is an important part of most financial plans, it can also be a daunting subject when you’re new to it. Essentially, investing is a way to set aside money for the future and ideally, reap the benefits of a diversified and optimized portfolio. While...
Getting Started with Estate Planning
It can be easy to focus on the here and now when it comes to financial planning. But we know that to build a successful strategy, we need to look forward — to our plans, goals, and ultimately, what we want to leave behind. That’s where estate or legacy planning...
Infographic: Benefits of Working with a Financial Planner
Want to understand the benefits of working with a financial planner? We've created this handy infographic to get you started! (Click to enlarge or download!) Peninsula Wealth is a Registered Investment Adviser. Advisory services are only offered to clients or...
Building an Investment Portfolio that Works
The stock market gets a lot of attention when it comes to the financial sector, but it can be difficult to know what to believe about “the market.” Is the stock market fraught with ups and downs that can make you lose your money? Or is it your savior for building a...
