Wealth Architects, LLC

#BuildingWealthierLives #wealthmanagement #wellbeing

We’re thrilled to introduce Amy Cono, CFP®, the newest member of the Wealth Architects team! Amy brings over 20 years of expertise in financial services and is a CFP® certificant. When she’s not helping clients achieve their financial goals, you can find Amy exploring on her motorcycle, traveling and spending quality time with her daughter and husband. Welcome aboard, Amy – we’re lucky to have you. #BuildingWealthierLives #wealthmanagement #wellbeing

It’s an exciting time to be an investor. Today, we can align our investments with our personal values and contribute to a better world through Environmental, Social and Governance (ESG) investing. At Wealth Architects, we’re proud to help clients integrate #ESG principles into their portfolios. Want to learn more? Check out the latest blog by our Portfolio Analyst, Vivian Tang, CFA, CIPM, for insights on ESG investing and how we approach it. #BuildingWealthierLives #wealthmanagement #wellbeing

We’re proud to announce that our Technology Associate, Destiny Serna, has earned her Salesforce Certified Administrator credential. Here’s what she had to say about her achievement: "Wealth Architects values becoming the best we can be and simplifying the complex. Earning this credential has expanded my technical skills and enhanced my ability to create meaningful solutions for our team and clients." Well done, Destiny – keep soaring! #BuildingWealthierLives #wealthmanagement #wellbeing #DF24

Thank you to the Community Foundation of San Carlos for hosting the impactful "United Against Hate Week 2024." This incredible event empowers our local community by tackling bullying and promoting kindness among our youth. Let's continue to support this important cause. Click below to learn how. #BuildingWealthierLives #wealthmanagement #wellbeing

Curious about the connection between stocks and tennis? Dimensional Fund Advisors created a brilliant video that draws a clever parallel between the two. The takeaway? Consistency matters. Staying invested through the ups and downs is what truly counts. Apollo Lupescu #BuildingWealthierLives #wealthmanagement #wellbeing

It was such fun for the WA team to participate in last month's Palo Alto Weekly "Moonlight Run & Walk." Beyond our sponsorship and giving out complimentary healthy snacks, dog treats and water at our booth, we raised $1,600 for the three holidays funds (see links below) that the proceeds from the event support. Also, Wealth Architects had six team members complete the half marathon and another run the 5k with their children! We enjoyed connecting with like-minded folks and are proud to help celebrate 40 years of building a wealthier community! https://lnkd.in/gMC6DDXZ https://lnkd.in/gUAYhJP8 https://lnkd.in/gK5AYgmd

It’s natural for investors to wonder what impact next month’s presidential election might have on stock returns. As this chart from Dimensional Fund Advisors shows, equity markets tend to go up regardless of what party is in the White House. Disciplined, long-term focus has rewarded investors across many presidential administrations.

Did you know Gallup publishes an annual Global Emotions Report, revealing where in the world people experience the most positive and negative emotions? Dive into the global emotional landscape to see how different countries and cultures stack up. Click below to explore the findings. #BuildingWealthierLives #wealthmanagement #wellbeing

We were excited to recently host a town hall for our clients, delving into the potential market impacts of various outcomes in the November presidential and congressional elections. A special thank you to Apollo Lupescu, PhD, Vice President at Dimensional Fund Advisors, and Mark Gordon, JD, MPP, CFP®, CFA, Chief Investment Officer at Wealth Architects, for delivering such an insightful and thought-provoking presentation.