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!
Around and around we go on the Debt Ceiling Merry-go-round…
This post was written by Bob Keane, CFP® – Financial Advisor In early October, the Senate & House agreed to a temporary increase in the Federal debt ceiling of $480 billion which should facilitate US Treasury borrowing through early December. Once the Treasury...
Weighing Investments: Risk vs. Reward
When considering an investment strategy, it’s important to weigh the balance between risk and return. In the world of finance, risk is defined as the variance from expected returns, so an investment whose returns are not likely to deviate from its expected return...
It’s that Time of Year – Open Enrollment Season (Employer Plans)
This post was written by Bob Keane, CFP® – Financial Advisor This is the year I promised myself not to do the same old thing when it comes to open enrollment. Like many others I’m sure, I have always just picked the same health plan as I did the prior year. But...
What to Know About Charitable Giving
Charitable giving is the act of sharing resources, goods, or money to people or causes in need. For many, charitable giving can be both a way to support causes and organizations that matter to you and a means to lowering your overall tax burden. If you’re new to...
Choosing a Financial Planner: Registered Investment Advisor vs. Others
When choosing a financial planner or firm, it’s important to find a person or team that aligns with your own goals, approach, and long-term needs. In addition to investigating how your potential planner approaches asset and wealth management, it’s key to understand...
