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!
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...
Man Bites Dog! And Other Inflation Headlines…
If one believed everything they read, you would think we are headed towards (or in) an inflation period like Venezuela’s or, for a less extreme example, the United States in the late 70’s and early 80’s (see table below for US Core CPI over the long term). Like...
How to Make Financial Planning a Family Affair
At Peninsula Wealth, we believe the best financial plan is a personal one, built around your individual needs and assets — but that doesn’t mean that financial planning should be a solo sport. The best plans for the future will take into consideration not only your...
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...
