During the early part of each year, the financial press is full of predictions for the coming year by “authorities” and “experts.” Presumably, this material helps fill the large amounts of space devoted to financial matters, but in our view, all these predictions should be ignored. Otherwise, these opinions may induce investors to make changes in their investment portfolios that we …
How to Switch to Paperless Delivery at Schwab
Are you still receiving paper statements or documents from Schwab? Here is how to switch to paperless delivery at Schwab in just a few steps. Log in to your Schwab account at SchwabAlliance.com. Click on the Profile tab in the top right corner, then select Paperless from the drop-down menu. Click Enroll Eligible Accounts to switch to paperless delivery for …
Client Spotlight: Doctors, Advocates, Leaders
Park Piedmont clients Dr. Marcia Faustin and Dr. Toussaint Mears-Clarke have had a big year. Dr. Marcia Faustin spent much of July and August in Paris as the co-head team physician for the gold medal-winning U.S. Women’s Gymnastics team. Dr. Faustin, an assistant professor and Family Medicine and Sports Medicine physician at the UC Davis Health Medicine Sports Clinic, was …
Park Piedmont Named ThinkAdvisor Luminaries Award Finalist
We’re honored to share that Park Piedmont has been named a ThinkAdvisor Luminaries Award 2024 Finalist for Thought Leadership and Education. What is a ThinkAdvisor Luminaries Award? From ThinkAdvisor: ThinkAdvisor’s Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals. “The 2024 Luminaries Awards continue to push the boundaries of …
The Way We Do Our Work Matters
Park Piedmont’s mission is to help our clients gain clarity and peace of mind in their life with money. In doing so, we promise fiduciary guidance that’s principled, personal, and practical. Personal and practical are fairly straightforward — but what do we mean by “principled”? Park Piedmont has ten firm values. Each one informs the way we work with our …
No One Can Predict the Future
“Our approach to investing flows from a single, bedrock principle: the future is unpredictable and uncertain. Indeed – and this is actually quite interesting – even having knowledge of the future doesn’t provide actionable insight as to how markets will behave given that future.” So begins our book, Thinking About Investing: Two Decades of Reflective Commentary on Markets and Money. Each of …
Buddy Rosenbaum: Psychologist, Entrepreneur & Motorcycle Adventurer
Since we recently expressed gratitude for the generations of advisors and clients at Park Piedmont, we wanted to highlight one family we’ve been working with for decades. Bernard (Buddy) Rosenbaum is an Industrial/Organizational Psychologist with a doctorate degree from Columbia University. Buddy began working with Park Piedmont co-founder Vic Levinson before Park Piedmont existed. Though the firm wasn’t founded until …
Park Piedmont Named RIA of the Year Award Finalist
We’re thrilled to share that Park Piedmont has been named a finalist for RIA of the Year in the “Under $1 Billion in Assets Under Management” category by RIA Intel. (As of the end of May 2024, PPA manages just under $1 billion for our clients.) • • • “RIA Intel is delighted to announce the finalists for its third annual RIA Intel Awards. “We had …
Amy Gallo: Best-Selling Author, Speaker, and Workplace Expert
Amy Gallo, a client of Park Piedmont, has dedicated her career to helping people improve their lives at work, asking and answering questions such as: How can we make our work environments and relationships more positive and less stressful? Amy is a workplace expert who writes and speaks about gender, interpersonal dynamics, difficult conversations, feedback, and effective communication. She is the best-selling …
Lessons on Investing from Daniel Kahneman
“Daniel Kahneman may well have had more influence on investing than anyone else who wasn’t a professional investor.” That’s a considerable statement, especially coming from Wall Street Journal columnist Jason Zweig, also known as The Intelligent Investor. But considering Kahneman’s life’s work, it’s convincing. Kahneman – a psychologist at Princeton and the 2002 winner of the Nobel Prize in economics …