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PRESIDENT'S MESSAGE

2006 is off to a fast start, and after having a very good year both personally and professionally in 2005, I'm looking forward an even stronger one this year.

Last Month's Program

Professor Meir Statman of Santa Clara University presented a great program on  "Behavioral Finance: Normal Investors, Then and Now."  He provided a very different perspective on how our investor clients view risk; how they assemble portfolios; the effects of sentiment and other emotions on investor behavior; and how these factors impact market performance

Next Month's Program

On February 28, 2006, Tracy Herrick, the Economist for The Private Bank of the Peninsula and will be speaking on "The Housing Bubble."

More About January's Speakers

Mark R. Shepherd is a partner with the Palo Alto law firm of Crist, Schulz, Biorn & Shepherd.  He has both a J.D. degree and an L.L.M. in Taxation from Golden Gate University. Mark is a distinguished past president of the Financial Planning Forum, and was co-counsel in the Cristofani case in 1991.

George P. Delucchi, CPA, is a founding Partner and the Senior Partner of Delucchi, Hawn & Company in San Jose.

Mr. Delucchi heads up the tax practice for the firm and is widely recognized for his expertise in estate, gift and trust, charitable giving, retirement and related services, and he is frequently engaged as a speaker on these topics.

Mr. Delucchi is an accounting graduate from San Jose State University . He is a member of AICPA, CSCPA, California State Society's Committee on Professional Conduct, as well as many governing Boards and charities. He is also a fellow of the American College of Forensic Examiners and past President of the San Jose Chapter of the CPA Society.

They will be discussing the legal, practical and tax implications of the various forms of entities which our clients should consider for the ownership of their businesses and professions, and for their investments.