Griffin Black, LLC

06/12/2026

So you've built a successful business! That's great. But it's only part of the equation. The real challenge is turning that business success into personal wealth that can last.

A surprising number of business owners lose sight of the fact that it's not just about their business. It's also about their own long-term well being.

Remember: every business decision you make will also eventually impact your personal financial heath: Growth opportunities. Cash flow decisions. Risk management. The whole nine yards.

Ask yourself: How do my current business practices support my personal wealth strategy?

If you're not sure, come talk to us. We're here to help: https://griffinblack.com/contact-us/

06/10/2026

The market may be reaching new highs.

But the story underneath is more nuanced.

Technology stocks continue to lead the way.

IPO activity is picking up again.

And higher interest rates are reshaping where investors find opportunity.

The question is:

Are you making investment decisions based on headlines or on a long-term strategy?

Market trends will come and go.

A well-built portfolio is designed to navigate all of them.

Read our latest blog to learn how these trends may impact investors:
https://griffinblack.com/portfolio-perspectives-tech-stocks-ipos-higher-interest-rates/

06/09/2026

Do you have a wealth plan designed for the complexity that comes with success?

Success can create opportunities. But it can also create complexity & risk.

For executives and professionals in demanding careers, financial decisions often come with more moving parts than most people realize.
• Tax complexity
• Equity compensation
• Career opportunity
• Over-concentration of wealth
• Balancing today's opportunities with tomorrow's goals

The challenge isn't just earning more. It's building and implementing a strategy that balances your new risks with your new opportunities. One that keeps pace with the changes in your life as well as with your wealth.

If you're navigating a high-pressure career, early wealth, or major financial decisions, specialized guidance can make all the difference.

05/27/2026

Grandparents understand the value of education better than most and naturally want to give their grandchildren every opportunity to succeed.

But helping in the right way takes a bit of planning.

With open conversations and a thoughtful approach, it’s possible to support your grandchild’s future without creating unintended challenges along the way.

Because it’s not just about giving.

It’s about making sure your hard-earned money has the greatest impact for them, and for your family as a whole.

We're here to help: https://griffinblack.com/contact-us/

05/21/2026

Retirement isn’t as simple as it used to be.

It’s not just saving, it’s coordinating Social Security, pensions, annuities, and cash flow into one clear plan.

Because it’s not just about leaving work.

It’s about what you’re stepping into, more time, more freedom, more choice.

The question is:

Will your plan support the life you actually want?

If you’re not sure, it might be time to take a closer look.

Schedule a conversation and start building a retirement plan that works for you. https://griffinblack.com/contact-us/

05/19/2026

Two investors.

Same market.
Same average return over time.

But very different outcomes.

Alex is aggressive.

He chases growth, leans into what’s hot, and rides the highs of a surging market. But with that comes big swings and real downside when things turn.

Ben takes a steadier path.

He’s diversified, grounded in value, and less exposed to sharp volatility. He rarely leads in the best years… but he avoids the worst of the damage in bad ones.

Here’s the twist:

On paper, they earn the *same* average return.

But in reality?

They don’t end up in the same place.

Because investing isn’t just about returns.

It’s about how those returns show up along the way.

Big losses don’t just hurt in the moment, they make it harder to recover, and harder to compound.

Which means less volatile path… often wins in the end.

So the real question isn’t just “how much can I make?”

It’s “how much can I *keep*?”

And that’s where steady starts to look like an advantage.

We're here to help, read more: https://griffinblack.com/steady-wins-the-hidden-advantage-of-value-driven-portfolios/

05/14/2026

We’re hiring!

We're looking for a Wealth Planning Analyst to join our growing team in Redwood City.

If you’re passionate about financial planning, analytical problem-solving, and delivering an exceptional client experience, we’d love to connect.

Apply here: https://griffinblack.com/careers/wealth-planning-analyst/

Interested in a career at Griffin Black? See our current open positions, learn more about the company, and find out how to apply.

05/12/2026

Most people think money decisions are logical.

Save more. Spend less. Invest wisely.

But that’s not usually how it works.

Because long before you made your first financial decision… you learned how money *works*—from your family, your environment, and your experiences.
That’s your “money culture.”

For some, money is shared—fluid, family-centered, and collective.
For others, it’s individual—earn your own, manage your own.
And sometimes, it’s shaped by community expectations that aren’t always spoken out loud.

None of these are right or wrong.

But they *do* shape how you save, spend, give, and plan, often without you even realizing it.

And that’s where things get interesting.

Because once you start to recognize your patterns…

you can decide which ones to keep and which ones might be holding you back.

Financial planning isn’t just about numbers.

It’s about awareness.

And the better you understand your relationship with money…

the more intentional your decisions become.

https://griffinblack.com/do-you-know-what-your-money-culture-is/

05/11/2026

Reserve your spot today!

A casual, small-group conversation about money, life, and independence.

*Finance Designed for Women, Led by Women* is a relaxed gathering for women who want to feel more confident about their finances, now and in the future.

We’ll explore a simple but important question:
Does your financial plan actually support the life you’re living today and the independence you want later?

No pressure. No hard sell. Just thoughtful conversation in a comfortable, judgment-free space.

Light snacks and coffee/tea will be provided. Space is limited to keep things personal, register to reserve your spot.

https://www.eventbrite.com/e/finance-designed-for-women-led-by-women-tickets-1988214448938?aff=oddtdtcreator&keep_tld=true

A casual, small-group conversation about money, life, and independence. A chance to reflect on whether your financial plan supports you.

05/07/2026

You land the job.

Good salary.
Great benefits.
Everything feels like it’s falling into place.

And then HR asks:

“Do you want to contribute to your 401(k)?”

Suddenly… a whole new language shows up.

401(k).
IRA.
Roth.
Pre-tax. Post-tax.

It’s not that it’s complicated—it’s that no one really explains how it all fits together.

So most people do what feels easiest:

They pick an option…
Set a contribution…
And move on.

It works, until you realize those early choices could shape your long-term outcome.

Because retirement planning isn’t just about saving.

It’s about *where* you save…
*how* you save…
and *when* you pay taxes on it.

A 401(k) through your employer.
An IRA you set up on your own.

Traditional contributions that lower taxes today.
Roth contributions that can eliminate taxes later.

Each decision seems small on its own.

But together?

They define how efficiently your wealth grows and how much you actually keep in the end.

So the goal isn’t just to learn the terms.

It’s to understand how they connect.

Because once the language starts to make sense…

so does the strategy.

https://griffinblack.com/decoding-retirement-saving-learning-the-lingo-of-retirement-planning/