Appreciate Finance Blog

The Case for Caution with Cryptocurrencies

The Case for Caution with Cryptocurrencies

The tremendous surge in the price of cryptocurrencies has attracted the attention of many investors, who may be considering the digital currency as a potential substitute for traditional asset classes in diversified portfolios. But Roger Aliaga-Díaz, chief economist...

Are you rich?

Are you rich?

Folks seem to ask themselves this question quite a bit, especially in Silicon Valley, where "everyone else is so rich". It seems we have a strong tendency to compare ourselves to peers. Are You Rich? This Income-Rank Quiz Might Change How You See Yourself - The New...

Cost basis for home sales in California

Cost basis for home sales in California

Selling a home? Don’t forget cost basis! In California this is critical where homes often sell for far over the amount paid for them, and beyond the typical exclusion. Read more here...

Meditation for taxes?

Meditation for taxes?

If you need mindfulness meditation as you prepare your taxes or work through other financial tasks, check out these 3 practices. Read more here...

Don’t pay for insurance you don’t need

Don’t pay for insurance you don’t need

Here’s why you may not need AD&D Insurance.  Make sure you are paying for insurance you need and dropping or modifying policies you don’t need or aren’t useful anymore.  A review with your insurance provider can be helpful. Read more here...

Emergency Fund Mantra

Emergency Fund Mantra

The emergency Fund Mantra, as supported by the well known Suze Orman and Costco. I am delighted to see her suggesting folks keep a larger cushion than she used to recommend. Read more here...

Building Financial Resilience

Building Financial Resilience

Financial resilience, or knowing you can make things work out, no matter the twists and turns life takes, is an essential part of our existence. According to an Edward Jones study, nearly 70% of those with a financial plan feel they are financially stable and...