Ocean Current

Private Ocean hosted a fireside chat with Mike LaMena, CEO of Wealthspire, Greg Friedman, CEO of Private Ocean, and Sarah Wotherspoon, Director of Wealth Management at Private Ocean, to share more information about the firm's recent announcement of Wealthspire’s acquisition of Private Ocean.

Social media is used by more than 72% of adults in the US today. These platforms give us the ability to connect and interact in a way that is convenient and tailored to meet our needs. It’s no surprise then that we share a lot of information through these channels, and while some of it is harmless, it’s important to be aware of the data you share and how it might be misused if you don’t take a few precautions to protect yourself. Cynthia Greenfield talks to Angela Giombetti, Private Ocean’s Director of Marketing, who shares some best practices for using social media safely.

Business development officer, Sheila Schroeder, talks to Karen Stang-Hanley, a luxury travel advisor for Q Cruise and Travel, about current trends in traveling in the US and abroad. She addresses common questions that she receives from clients and addresses how the COVID-19 pandemic has changed travel and continues to shape the hospitality industry.

For many of us, our pets are beloved members of our families. They bring companionship and happiness and like our human family members, they come with their own needs that require financial consideration. According to the 2019-2020 National Pet Owners Survey by the American Pet Product Association, the majority of American households (about 67% and 85 million families) have pets today. In this episode, Cynthia Greenfield talks to Julie Back, Financial Advisor and Principal, about what people should consider to ensure that their pets receive the proper care and financial support needed in the event of an owner’s death or a disability.

ESG stands for Environmental, Social, and Governance, the three main criteria for socially conscious investors when considering the long-term performance and sustainability of an investment. The practice of ESG investing began in the 1960s as socially responsible investing, with investors excluding stocks or entire industries from their portfolios based on business activities (MSCI.com).  In this episode, Sheila Schroeder talks to Investment Research Analyst, Zach Schlaht, who discusses how the ESG space is evolving, what’s next and how this may impact how investors approach sustainable investing in their portfolios.

Your 20’s are often a great transitionary phase. For many, this is a time dedicated to self-discovery, learning about life at a lightning speed, and entering what may start to feel like your first stage of “real life”. That means a lot of firsts, perhaps your first “real” job, with your first “real” salary that includes benefits and at least a few days of paid vacation every year. In this episode, Cynthia Greenfield talks to Paraplanner Julie Penwell, who offers tips for budgeting during this exciting phase of life.  

There have been some mixed messages about the San Francisco real estate market within the past year, but this has tended to be a bit of a misnomer. What we’ve seen is a surge in sales volume since the second half of 2020 and January home sales up 67% from the previous year.  The city remains a very complex market that varies by property type, price segment, and of course, by neighborhood. So what does this mean for potential buyers and sellers?  What should buyers and sellers discuss with their real estate agent before stepping into the market? Cynthia Greenfield addresses these questions with Rebecca Schumacher, a top producing realtor for Sotheby’s International Realty, and Sabrina Lowell, a financial advisor and the managing partner of our San Francisco office.

Long Term Care is a significant and growing issue for the United States, with an estimated 70% of people turning 65 needing some form of long-term care services in their lifetimes. Cynthia Greenfield talks to Advisor, Kelly Keydel, on the many factors to consider when planning for long term care for loved ones.

The holidays are fast approaching and in the spirit of the season of giving, many people will make charitable donations – sometimes giving to a charity can make a substantial difference in a community, but people want to be mindful of their contributions. Cynthia Greenfield speaks to Financial Advisor and Certified Advisor in Philanthropy, Lisa Peters, who helps clients align their values with their approach to giving and offers ideas on how to make the most impact in the community.  

If 2020 has given us anything, it’s awareness that we need to plan for the future. While estate planning may seem like a conversation that we have later in life, there are key considerations that are important to think about at every stage of life. In Episode 8, Cynthia Greenfield talks to Advisor, Zach Mangels, about what we should think about as we hit new life milestones.