Category Archives: Blog

Take the Money & Run…?

Basic Training #2 – 5.11.18 Decision time! I turn 62 in August and will become eligible for an ‘early’ social security benefit. Early brings with it an ~30% haircut in my ‘full’ benefit. I’ve read many articles with convincing arguments to defer receipt until full retirement (66) given early receipt of benefits brings a lifetime […]

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#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 […]

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Money Wise Thinking

Moneywise Thinking A blog by Eric Dahl 3.24.2011 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 […]

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