Wealth Architects, LLC

The second quarter of 2024 delivered a mixed experience for equity investors. At first glance, the returns seem strong – global stocks rose nearly 3%. Similar to last quarter, U.S. stocks led the way, climbing 4.3%, while foreign-developed markets dipped slightly. Meanwhile, emerging-market equities, which have struggled recently, surprised with a solid 5% gain. For a deeper dive into the numbers, read the full analysis from our Chief Investment Officer, Mark R. Gordon, MPP, JD, CFP®, CFA, by clicking below.

Have you ever participated in the Palo Alto Weekly "Moonlight Run & Walk"? This annual event brings our community together to raise funds for local nonprofits supporting kids and families. We are proud to be long-time sponsors and to help celebrate this year's 40th anniversary. We encourage you to join us for an evening of fun and community philanthropy. Click below to get involved. We look forward to seeing you there!

At Wealth Architects, we believe in nurturing the holistic well-being of our team members, which is why we offer a fully paid 3-month sabbatical program. Gallup's recent "State of the Global Workplace" report delves into the critical role of work in employee mental health and well-being. This insightful read is beneficial for both employees and employers. Click below to explore the report. #BuildingWealthierLives  #wealthmanagement #wellbeing

Have you heard of the "Backdoor Roth IRA"? Today, we're sharing an insightful blog from Vanguard that explains this strategy and why it may be worth considering for some individuals. #BuildingWealthierLives #wealthmanagement #wellbeing

We are excited to announce that Alex Anders has joined the Wealth Architects team as a Client Services Associate. A proud Ohio University graduate with a specialized degree in real estate and finance, Alex is eager to support our team and foster strong client relationships. Outside of work, Alex enjoys DJing, biking, camping, cooking and spending quality time with family. Welcome to the team, Alex! #BuildingWealthierLives #wealthmanagement #wellbeing

We recently celebrated WA Independence Day with a beautiful hike and a friendly duel at the bowling alley. Nineteen years ago, we were founded on the belief that a wealth management company can help clients build truly wealthy lives - which are both financially secure and fulfilling. We are deeply grateful for the amazing support we have received from our client base and our broader community as we've nurtured this vision over the years. The ultimate reward for us is watching our associates and clients living their lives with greater meaning, joy and purpose. Thank you for your trust in us! #BuildingWealthierLives #wealthmanagement #wellbeing

It is important to seize on opportunities and experiences with our loved ones while we still have them in our lives. In her work with our clients, Wealth Architect Jacqueline Lares, CFP®, often counsels "to look beyond what they will leave behind," and think about what they could do now to build memories and experiences with their family that may last forever. Today, we share a blog post from Jacky who opens up about her parting interactions with her grandfather before he passed away. Thank you Jacky for sharing your perspective with all of us. #BuildingWealthierLives #wealthmanagement #wellbeing

The 2024 "California Children's Report Card" is now available from Children Now, a non-profit that seeks to create meaningful, positive change for disadvantaged children in California. Read the report card for a comprehensive review of our children's well-being and a roadmap for the future. Wealth Architects is a proud member of The Children's Movement and supporter of Children Now where our Founder & CEO Mark T. Johnsen serves as Board Member and Treasurer. #BuildingWealthierLives #wealthmanagement #wellbeing https://lnkd.in/gVsar9e

The summer wedding season is in full swing and love is in the air. At the risk of seeming unromantic, we would like to share a financial planning checklist prepared by Wealth Architect Adam Salas, CFA, CFP® that lays out practical considerations that can protect and bring peace of mind to newlyweds. #BuildingWealthierLives #wealthmanagement #wellbeing

Esquire magazine recently published an informative article on considerations for retirement saving in a world where people are more routinely living past 90 years of age. As part of his work with the Stanford Center on Longevity, our Founder and CEO Mark T. Johnsen has immersed himself in this area of study and was quoted in the article. Click below to read it. Originally published in Esquire on May 3rd, 2024. Written by fellow Stanford Center for Longevity Advisory Board Member, Michael Clinton. #BuildingWealthierLives #wealthmanagement  #wellbeing