Advisor Newsletter March 2016 Tag

Ron Bartholomew and Sharon Keating have been married for 28 years, having reconnected at their ten-year high school reunion. Although they know each other pretty well after all these years, they didn’t realize actually how well until they played a card game with J Mullineaux,...

Sonoma County ranks high on the Quality of Place Index, a measure of quality of life (and economic competitiveness), compared to other comparable California counties. The Index includes air quality, high school graduation rates, commute time, health insurance coverage, and culture and recreation indicators. Sonoma County...

Sonoma County moved up two places in the overall ranking for Health Outcomes. In 2016, the county is ranked sixth, according to the University of Wisconsin Population Health Institute and Robert Wood Johnson Foundation’s annual County Health Rankings and Roadmaps Report. This isn’t by accident. Health...

A recent study confirms our intuition that retirees are happier when they give back. This Wall Street Journal blog (and related story) tracks survey results from nearly 4,000 adults and concludes that “giving back may just be the secret ingredient to a happier retirement”. We would...

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