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Jeffrey Stoffer CFA, CFP, Principal of Stoffer Wealth Advisors. We are an investment management and financial planning firm serving individuals, families, and business owners in the San Francisco Bay Area. Visit our website at http://www.stofferwealthadvisors.com Sort By: Date | Popularity
 Retirement Planning: Lessons From The KitchenHave you ever felt anxious when trying a new recipe(especially for guests?) You worry whether it will turn out right. Retirement planning and investing can evoke a similar sense of anxiety, though of course the stakes are much higher. As someone who has spent decades doing both professionally – cooking and providing retirement/investment guidance – I offer some tips from the kitchen that can be applied to successful planning for the future. The Four-Course Investment Menu - What Most People Don't Know About InvestingThis article takes an unusual approach to discussing one of the most important topics in investing. Using a food metaphor it explains how the concepts used to create an exquisite meal can help in the understanding of asset allocation. What most people don't know is that asset allocation is the most important decision investors have to make. It is the primary influence on how much your portfolio is likely to grow over time and how much risk you have to take to achieve those returns. Why Do I Need A Big Pile Of Money?The objective of investing is not to make a "big pile of money." This idea may be startling to many investors. Certainly, making a fortune would be wonderful and most of us would love to have that "problem." Yet this commonly held goal is rather vague. How much is a big pile, a lot, or even a boatload? What do we need the money for? How much is enough? What are we really trying to accomplish? Without examining these questions, we are pursuing a fantasy, not a clear objective. Why is it So Hard to Make a Good Decision? What Every Investor Should KnowNot long ago, I found myself engaged in the delicate task of trying to lead my son to a sensible decision without giving the impression I was telling him what to do. He was considering not taking traffic school for a speeding ticket. It's rare to get the opportunity for... Get Personal: Are Your Investments Working For You?Captain Jack Sparrow in the movie "Pirates of the Caribbean" has been forced ashore by a mutinous crew. We see him stranded on an island drinking rum with his lovely companion beside a fire. They are discussing his ship. "It's not just a keel, a hull, and a deck and... Meeting the Cowardly Lion: Crises, Crashes, Recessions...OH MY!Dorothy: "I don't like this forest. It's...it's dark and creepy!"
Scarecrow: "Of course I don't know, but I think it'll get darker before it gets lighter."
Are we really in uncharted territory? Upheaval in financial systems has been occurring for thousands of years. According to Yale professors, William Goetzmann and K. Geert... What is Retirement?What is retirement? The definition has evolved over the last half century. How you view retirement can affect how you plan and invest. The current economic situation also comes into play. By viewing retirement as a process, by starting early and planning, it is possible to reconcile your values and... Investor Psychology and Reasons For Hope in 20092008 saw a lot of stunning, almost apocalyptic events. People ask, "What else could possibly go wrong?" The prevailing view seems to be that the economy will get worse before it gets better. As we look out on the year ahead, it is easy to conclude that there are only... Socially Responsible Investing: Our Money and Our Values, A Powerful CombinationSocially responsible investing can promote wealth, and a healthier world. Most of us think of investing as putting our hard-earned money to work in stocks or mutual funds. We hope (and pray) that we've made good choices so that our money will yield a decent return. We hope that we've... The Financial Crisis: What We Can DoThe losses are more than just paper. It feels like loss of the order of things, and perhaps loss of faith. It reminds me of W. B. Yeats' line, from The Second Coming, "Things fall apart, the centre cannot hold." From this vantage point however, I see an opportunity arising...
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