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!
6 Steps to Prepare Your Finances for an Impending Recession
Remember that recessions are part of the normal cycle of any economy, and we have weathered some significant ones in recent decades. Not every recession degenerates into complete upheaval, as we experienced during the lowest point of the pandemic and during the Great Recession of December, 2007 - June, 2009. It’s important not to become anxious when things begin to turn and instead lean on the perspective that we’ve gained from past periods of economic downturn.
Estate Planning 101: The Basics of Inheritance
When planning for your family’s future and establishing your legacy, it’s important to consider any inheritance laws or practices that will impact your beneficiaries. Inheritance laws and practices can be confusing at best so we’ve pulled together a few important...
Tales from the Crypto
This post was written by Bob Keane, CFP® – Financial Advisor I am sure we are like most financial advisors in that we are fielding more calls from clients regarding “investments” in crypto “currency.” I put quotation marks around these words intentionally because...
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...
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...
