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Category Archives: Investing

2020: Midyear Outlook

Posted on July 23, 2020 by Rachel Wagner
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To put it mildly, 2020 has been an extremely challenging year so far. Despite the uncertainty we’re all facing, there are some positive signs for the future. LPL Research’s Midyear Continue Reading →

Posted in Investing, Market and Economic Commentary, Personal Finance

Thriving in Volatile Markets

Posted on July 9, 2020 by Rachel Wagner
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Understandably, I have been getting questions from clients about the market swings we’ve seen in recent months–what are the causes? How do markets respond to big events, and why is the Continue Reading →

Posted in Investing, Market and Economic Commentary, Personal Finance, Women and Wealth

Reality Check on Your Retirement Savings

Posted on January 30, 2020 by Rachel Wagner
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Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough Continue Reading →

Posted in Investing, Retirement

Making Smart Investments for Your Family

Posted on January 16, 2020 by Rachel Wagner
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Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management Continue Reading →

Posted in Estate Planning, Investing, Kids and Money, Personal Finance

The Smart Way to Save for Retirement and Pay Down Debt

Posted on January 2, 2020 by Rachel Wagner
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It can be difficult, but not impossible, to save for retirement while paying down your credit card bills and student loans. Even small steps now can make a big difference Continue Reading →

Posted in Investing, Personal Finance, Retirement

Disaster Planning and Your Accounts

Posted on November 4, 2019 by Rachel Wagner
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Given the catastrophic fires we’ve seen in our area for the last several years, it’s not surprising that clients have asked me what would happen in the event that an Continue Reading →

Posted in Estate Planning, Investing

Time May Change Your View of Wealth

Posted on October 30, 2019 by Rachel Wagner
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Your investment strategy and estate plan should keep pace as your views evolve. Time changes our perspective on many things, including our finances. Perhaps you used to think that money Continue Reading →

Posted in Estate Planning, Investing, Kids and Money, Personal Finance, Women and Wealth

Planning for Ups and Downs

Posted on October 24, 2019 by Rachel Wagner
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Market volatility has the potential to erode your net worth. You can take steps now to help insulate your wealth against future market fluctuations. Market volatility stirs the emotions. It’s Continue Reading →

Posted in Investing, Personal Finance, Retirement

Financial Detours to Avoid

Posted on October 17, 2019 by Rachel Wagner
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Financial mistakes can occur throughout your lifetime. Whether you’re in your 40s, 50s or 60s, it’s important to be aware of financial pitfalls to avoid. Planning is the best way Continue Reading →

Posted in Estate Planning, Investing, Retirement

Set It, Forget It, Regret it?

Posted on September 19, 2019 by Rachel Wagner
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Auto-pilot is regularly used to fly airplanes. But is it a good idea for your retirement investments? An increasing number of automated retirement plans are appearing on the market, promising Continue Reading →

Posted in Investing, Personal Finance

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Rachel Wagner manages Principled Solutions, an independent investment advisory firm in San Francisco. She created this blog to help clients and friends find practical solutions to their financial challenges.

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Rachel Wagner is an independent Financial Advisor working in San Francisco. She created this site to help her fellow sandwich-ees to find practical solutions to their financial challenges.
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