How to Make the Most of Your End-of-Year Investment Planning – Published in Noozhawk on Monday, November 25, 2013

Two-thousand-and-thirteen has been an exceptional year for stock performance, to say the least, with the Standard & Poor’s 500 Index returning 26 percent year-to-date. As we approach the end of the calendar year, investors will want to consider some end-of-year planning options to maximize returns, avoid potential losses and minimize tax implications. Not everyone participated in this year’s impressive stock market returns. Still others only partially benefited. For those who were smart…

Transition House Brings Commerce to Santa Barbara – Published in the Santa Barbara News Press in March of 2011

We are fortunate to live in a city that, despite its relative small size and population, supports so many non-profit organizations.  In fact, there are roughly 1,000 charities registered in the area, which, on a per-capita basis, is very impressive.  Normally we think of a charity as an organization that depends on the financial support of the community to cover its operating costs.  As a result, many may feel that…

Transition House: Serving Santa Barbara for more than 25 years (published in July of 2010 in the SB News Press)

As the current president of the Transition House Board, I have had the distinct pleasure of working with a team of dedicated board members and staff to address the serious problem of family homelessness in Santa Barbara.  The mission of Transition House is not to simply offer shelter and food for homeless parents and their children, but to provide them with the tools to get back on their feet financially…

Local Santa Barbara charities should plan for tough times to come (Published in the Santa Barbara News Press in April of 2009)

The full impact of the economic recession on our local charities will not be felt until next year.  Although the recession has certainly curtailed charitable giving on the part of individuals, foundations, which typically use a rolling average asset calculation as the basis for determining the amount of money they will give for the calendar year, have yet to incorporate the reduction in their assets caused by the financial market…