A Tale of Two Realities. It’s complicated! May be a Recession in Mood only?!

Let’s look at three charts that do a pretty good job of showing us, if not explaining, the current state of the economy and markets. On the one hand, consumer sentiment is lower than we saw during the 2008/9 recession. The mood, is bad. This reflects what we are feeling and the market is more [...]

Retiring Abroad

After years of working and saving, possibly supporting a family all the while, you finally have time to think about yourself and how you’d most like to spend your golden years. Perhaps you always wanted a rustic villa with Old-World charm or dreamed of long evening strolls on a shimmering beach. Retirement can be an [...]

Know Your Employee Stock Options: NSOs, ISOs, RSUs and ESPPs

Know Your Employee Stock Options: NSOs, ISOs, RSUs and ESPPs Employee stock options are a great way for businesses to attract and retain star employees, encourage company loyalty and build confidence in the business. There are three primary types of stock options that companies may grant to entice, reward and retain quality employees, including Non-Qualified [...]

What IRA is Best for You?

Investing in an Individual Retirement Account – or IRA – can build confidence and security for the future. IRAs are a tax-deferred account that allows you to add to your retirement savings while deferring taxes on any earnings until a later date. With an IRA, it’s easier to grow and compound retirement funds quicker than […]

Investing in Index Funds

Investing in Index Funds An In-depth Look at the Pros and Cons in 2018 Berkeley, California – April 3, 2018 A while ago when driving to Palo Alto, I tuned into NPR, which was featuring an hour-long discussion on the trend of investing in and the benefits of Index Funds. When I heard the introduction, [...]

Charitable Giving with Donor-Advised Funds

Charitable Giving with Donor-Advised Funds Berkeley, California – December 1, 2017 ’Tis the season of giving and tax planning (if I may be so practical). Many of our clients are thinking about charitable donations. I’m proud to say that America has been named the world’s most generous nation in the world for charitable giving. When it […]

What Do I Do Before I Go? Moving Abroad for Work

What do I do before I go? Moving abroad for work Berkeley, California – September 26, 2017 Pop the Champagne! Celebrate! You’ve just been promoted and asked to lead your company’s office abroad. It is an exciting time, something you have been working toward.  What a great adventure! BUT, after the excitement, the reality of […]

Four Important Pre-Departure Planning Tips

Four Important Pre-Departure Planning Tips What to consider before you leave to work in another country Berkeley, California – August 23, 2017 Working in another country can be incredibly rewarding, but the transition can also cause a great deal of stress. Times have changed, and to carefully navigate the switch to working abroad, you must […]

Who Needs a Wealth Manager, and Why?

Who Needs a Wealth Manager, and Why? Berkeley, California – July 24, 2017 What is a “Wealth Manager” in the first place? Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals call upon wealth managers to coordinate banking, estate planning, legal resources, […]

Keley Petersen and Jeff Petersen Open Willow Grove Advisors

Willow Grove Advisors, LLC Brings Common Sense Investment Advice to Individuals, Women in Transition, Families and Small Institutions Berkeley, California – May 24, 2010 Keley R. Petersen and Jeff S. Petersen today announced the opening of Willow Grove Advisors, LLC, serving individuals and families around the globe. With offices in Berkeley, CA and Fremont, NE, […]