Advisor Newsletter

The frenzy of the holidays can detract from the joy and generosity that is the season’s hallmark. Stepping back for perspective just got easier with Lisa Parker’s fun philanthropic guide for families at the holidays, “The Hip Family’s Guide to Happier Holidays”. Ritual, storytelling, memory-making, volunteerism,...

During the month of November, Community Foundation Sonoma County staff recorded several gratitudes each day as part of an organization-wide exercise. We were instructed to reflect upon our day and jot down two – four people, experiences or things that we were grateful for and...

Our holiday reading list includes a gem about raising generous children. The Opposite of Spoiled: Raising Kids Who are Grounded, Generous, and Smart About Money by New York Times financial columnist Rob Lieber takes the sting out of talking to kids about money. Lieber advocates...

It is time for millennials to save more for retirement and advisors have an opportunity to support their plans. The Press Democrat highlights recent studies about millennial retirement savings and the different approach this demographic employs as they look to the future....

Social Security changes may affect us all. Are you discussing these changes? At a recent seminar for professional advisors hosted by the Community Foundation, Stephanie Curry, from Pacific Life, presented an overview of Social Security which knocked the socks off our advisor partners. It was so...

Get ready for National Financial Literacy Month (April 2016). Elite Advisors have a unique opportunity to improve financial literacy and awareness and thereby increase the quality of life of clients, friends, and family. The Financial Awareness Foundation (FAF), a national organization based in Sonoma County, offers toolkits,...

Melissa Kelley, Co-founder of Impact 100 Redwood Circle is just about to lead more than 125 members through the process of making a $100,000 impact grant. This is a phenomenal accomplishment considering the new giving circle began earlier this year. Melissa was generous with her...

Investors are willing to change advisors to learn more about their social security benefits. Don’t get left out in the cold, there are ways to build your expertise (including our November 9th Advisor Group meeting) to better serve your clients’ needs. To register for the Advisor...

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