Broker Check
Napa Valley Wealth Management - St. Helena, CA


Truly personalized and effective wealth management includes much more than investing. It begins with financial planning and incorporates all the components contributing to your financial bottom line—and investment returns are just one part of your final results. 

Read our thoughts on:

  • Managing your taxes
  • Investing 
  • Successful retirement planning
  • Comprehensive financial planning 
  • Closing insurance gaps
  • Giving wisely
  • Providing an inheritance
  • Business-owner solutions


Thursday, April 2, 2020

What you should know about the Coronavirus Aid, Relief, and Economic Security (CARES) Act stimulus package for individuals and businesses that aims to limit the economic damage from the coronavirus pandemic.


Thursday, April 2, 2020

The IRS made a few important changes to 2019 income tax filings. Below are details and answers to some frequently asked questions on changes to Federal tax deadlines, State tax deadlines, and an extension to your retirement plan...


Thursday, February 20, 2020

The coronavirus is making the mainstream news, investors are asking how much influence the outbreak could have on markets as the situation unfolds. With over 41,000 cases worldwide have been reported, with 910 deaths, and 3,350 recovered.


Thursday, January 16, 2020

The 2020 Forecast: We’re in very mature economic and market cycles—what does 2020 hold? How might this year’s elections affect the markets and economy? Is a recession likely in the near future?


Tuesday, July 30, 2019

When you hear the words life insurance, do images of 1970s salesmen come to mind? Life insurance products have significantly changed and today are cheaper and more flexible than 10 years ago. Life insurance can help you generate extra...


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Wednesday, July 3, 2019

July 3, 2019 Following December’s sharp decline and Q1’s subsequent rebound, the markets’ Q2 performance was V-shaped, but it ended remarkably—the S&P500 approached 3,000, while the NASDAQ smashed through the 8...


Friday, May 31, 2019

If your tax returns were a bit of a shock this year, it’s time to strategize. Those with high incomes, especially those with income mostly from W-2 sources, were particularly affected by the tax reform of 2018. The biggest change...


Wednesday, May 15, 2019

If you have a son or daughter who is unable to care for themselves, especially one with a disability, a special needs trust can help provide for them after you’re gone.


Friday, May 10, 2019

How to save in taxes? Create a tax plan. Without a tax-savings plan, chances are you're leaving money on the table. In 2019, with all the recent tax law changes, a plan becomes critical.


Tuesday, May 7, 2019

In this two-part series, we'll cover three tax-saving ideas: tax-efficient investments, business structures, and timely tax planning. Tax management is critical to reducing investment risk and lowering taxes.


Friday, April 5, 2019

After a tumultuous December sell-off, both the stock and bond markets rebounded sharply in Q1 and generated a near reversal of the losses from 2018’s fourth quarter. As we reported in January, the sell-off was not based on...


Thursday, April 4, 2019

Smarter ways to donate to your favorite charity than writing a check This year, giving stocks—in lieu of cash—to your favorite charity may be more strategic. Donating an asset that has increased in value since you bought it...


Tuesday, October 16, 2018

After a strong third quarter in both the economy and equity market, October blew in some turbulence. Many investors are wondering if recent volatility is signaling a turn toward a recession or bear market. A tactical investment plan is key.


Friday, October 5, 2018

In this commentary we take a look at the impacts of interest rates and tariffs on equity and bond asset classes. The job market and economy aren’t slowing and, in fact, may be heating up. An effective investment strategy for 2018 is key.


Monday, July 16, 2018

In this commentary we take a look at the impacts of interest rates and tariffs on equity and bond asset classes. We're inching out of a 35-year bond bull run, and trade wars are escalating. An effective investment strategy for 2018 is key.


Wednesday, July 11, 2018

Bonds are inching out of a 35-year bull run. That means most investors today have never invested in a continuous rising-rate environment. It's now critical to understand how rising rates might affect your portfolio—both stocks and bonds.


Tuesday, April 10, 2018

In this commentary we take a look at rate hikes, inflation, bond market forecasts and how president Trump's tariffs impact the economy. Our world is increasing in complexity and transparency. Distilling the data is key to financial planning


Monday, April 9, 2018

Trade War? President Trump enacted tariffs to help stop China’s product dumping and intellectual-property stealing. Economic conditions are similar to when the 1930 Smoot-Hawley Tariff Act was passed. That Act led to a 60% drop in exports.


Tuesday, March 13, 2018

Emotional Investing can significantly multiply your investment risk and affect your portfolio results. How? Emotions can drive you to buy and sell investments at exactly the wrong times. Learn how to invest without being driven by fear.


Thursday, February 8, 2018

Is the stock market near the end of its all-time-high? We analyze the latest numbers to help answer the question on everyone's minds: normal correction or end of the bull run?


Monday, January 29, 2018

How the New Tax Law Could Affect You On December 22, 2017, major tax changes were approved by Congress and became law. While the changes won’t affect your 2017 taxes, it’s prudent to be proactive and plan for 2018....


Saturday, January 20, 2018

The last quarter of 2017 delivered excellent results, capping an outstanding year in the markets and in global economies. Strong growth in the U.S. continued as the recovery in Asia and Europe extended. Political risks in the U.S....


Wednesday, October 11, 2017

Third quarter 2017 again delivered excellent portfolio results. The U.S. economy continues its steady, robust course while political and economic risks in Europe wane. Global stock prices and bond markets remain positive—even in...


Thursday, September 14, 2017

Steps you can take now to protect yourself after a data security breach, like Equifax.


Thursday, July 20, 2017

Overall, the second quarter delivered excellent portfolio results. With the exception of natural resources and REITs, all asset-class gains were in line or exceeded our expectations. Stock prices and bond markets should continue...


Tuesday, June 6, 2017

One thing I can say emphatically: In today’s economic and market environment, it is vital to have a proactive, documented financial plan. Why? A personalized plan can help your money work more efficiently and can help keep you on...


Tuesday, April 11, 2017

April 2017 The post-election rally extended through the first quarter, and financial markets continue reacting positively to economic growth and promises of infrastructure spending and tax cuts. Political clashes continue to roil the...


Wednesday, February 15, 2017

Investors are asking, “Is the market too high?” We analyze current and historical data to answer that question.


Friday, January 20, 2017

As winter weather settles over the U.S., the drama from the presidential election has turned cold, and today we inaugurated our 45th president. Below are our reviews of recent market conditions and forecasts for the first few quarters...


Thursday, July 7, 2016

All too often, investors rush into the markets without a clear, long-term investment strategy. Instead, they cling to "make as much as we can before we retire." The problem is: those without a written strategy often base decisions on...


Wednesday, September 2, 2015

Though global markets fell in recent weeks, we believe it does not signal a stock market turn. As in 2Q 2010 and 3Q 2011, this is one of few market corrections (defined as more than a 10% decline) since the recovery and current bull...


Friday, December 19, 2014

If you don't have a tax plan we'd guess you're leaving money on the table. A tax plan that is coordinated with your financial planner, attorney, and tax professional could potentially reduce your taxes and save you money. Most of us...


Wednesday, December 3, 2014

With all-time-high stock prices and the recent October volatility, investors are asking us if they should be concerned about the equity market. Is it a bubble? How long can it last?First, let's compare this market cycle to several...