Category Archives: Blog

#Sonoma Strong

Update December 2017

Every year Eric writes a Holiday Poem and we distribute champagne to sing out the old year and celebrate the incoming new year. This year, with the Sonoma/Napa County fires so uppermost in our minds, we felt it more appropriate to help those who have been affected most.

This years poem reflects the memories of the emotional roller coaster of two weeks this past October. Everyone knows someone as the devastation was horrific. Part of this years thoughts are with Missy and Austin Levy who lost everything except that which matters most. Their story follows the poem. We will be helping them recover their livelihood. Please read and help as you are able.

Eric and I thank you for your support and love this year and many years past. We wish you love, peace, and joy as we look toward 2018 with passion in our hearts.

In love and light,

Patti and Eric


Moneywise Thinking

A blog by Eric Dahl


Expect 20%-30% of your portfolio to go in the wrong direction on a weekly or monthly basis. This is the both the necessity and virtue of diversification that not everything go the same way.

Over the past six months, our expanding economy has driven investors from the safety of high quality fixed income investments into the potentially higher returning stock market. Although we have shortened maturities on our bond positions to preserve capital, the benefit of maintaining the bond allocation is evident with the natural disaster in Japan and the selloff in worldwide markets.

Chronic federal budget deficits here and abroad have begotten central bankers to become money printers as they buy their own burgeoning, uncontrollable treasury debt. Gold, silver, and other commodities have become de facto currency alternatives, buoying their price to all time highs. A 5%-15% allocation to hard assets offers insurance against irresponsible governments and budget shortfalls.