One entrepreneur’s journey of empowerment in Stanford program

Kristin Nelson
Wealth Management Strategy
Linda Renteria and her husband, Robert Sanchez, in front of an outdoor booth/tent that is branded Casa Sanchez.

Some of the topics that Linda found most relevant to Casa Sanchez’ current needs was company scaling and how to think about growth.

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Investment Insights: Making sense of Puerto Rico

Tom Musbach
Posted by Tom Musbach
View down a deserted street in Puerto Rico, with colorful buildings on each side.

The Commonwealth of Puerto Rico has seen its share of adversities, but perhaps none so devastating as where it finds itself today.

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Investment Insights: Nothing is certain but death and taxes

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Interior shot of the Capitol with an ominous view down the staircase.

The threat of turnover may also apply to Congress as approval ratings plummet and key issues like healthcare and tax reform linger with lawmakers in gridlock.

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Q&A with ‘Making Money Matter’ author G. Benjamin Bingham

Steve Prostano
Family Wealth Advisors
Head shot of author G. Benjamin Bingham

I see money as the strongest leverage point for positive change. Change begins with individual conscience, asking “What’s important?”

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