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"excerpt":" The Equius Team of financial advisors, serving the greater Novato, CA area. Skip to main content Call Us Advisor & Team Opportunities Locations Log In Global Search Result View With Search Text Fulltext search Content types Content Newsroom Bio Blog Advisor Team Award Location FAQ Recent Media Appearances Webinar Events and Webinars Case study eBook Service Gated Calculator Topics Investing Financial Planning Retirement Tax Planning Wealth Planning Estate Planning Businesses Trusts & Inheritance Advanced Planning Relationship Tax Strategy Plan-Led Investing Estate Planning Roundtable Sort by Best Match Least Match Title A - Z Title Z - A Oldest to Newest Newest to Oldest Global Search Result View With Search Text Fulltext search Content types Content Newsroom Bio Blog Advisor Team Award Location FAQ Recent Media Appearances Webinar Events and Webinars Case study eBook Service Gated Calculator Topics Investing Financial Planning Retirement Tax Planning Wealth Planning Estate Planning Businesses Trusts & Inheritance Advanced Planning Relationship Tax Strategy Plan-Led Investing Estate Planning Roundtable Sort by Best Match Least Match Title A - Z Title Z - A Oldest to Newest Newest to Oldest Services Individuals Comprehensive Wealth Management Tax Strategies Investment Management Risk Management & Insurance Estate Planning Retirement Income Planning Financial Planning Annuities Tax Preparation Trust Services Private Client Special Needs Planning Employee Retirement Account Management Businesses Retirement Plan Consulting Business Growth & Exit Planning Employee Benefits Program Find Advisor Individual Advisors Advisory Teams Locations Resources Blog All Blog Posts Financial Planning Investing Retirement Tax Planning Trusts & Inheritance Wealth Planning Businesses Estate Planning Webinars eBooks Radio Show Calculators FAQs Why Us About Us Newsroom Careers Partner With Us Case Studies Testimonials Awards Call Us Advisor & Team Opportunities Locations Log In Let’s Talk Home Advisor Team Equius Team Equius Team 3 Hamilton Landing Suite 260 Novato , CA 94949 (415) 382-2500 equius-info@wealthenhancement.com View map Meet with us About the Equius Team We are committed to delivering high-quality service through transparent communication and the thoughtful application of academic research. We serve high and ultra-high-net-worth individuals, multigenerational families, endowments, and institutions. By taking the time to understand our clients’ goals and values, we build lasting partnerships focused on helping them preserve wealth, achieve their aspirations, and leave a meaningful legacy. Client Logins Sharefile Schwab Alliance Fidelity Advisory Team T.J. Troutner Senior Vice President, Financial Advisor (Team Lead) Novato, CA Eric Nelson CFA® Senior Vice President, Financial Advisor Oklahoma City, OK Lachlan MacLean Vice President, Financial Advisor Novato, CA David Wootton CEPA®, AIF® Vice President, Financial Advisor Novato, CA Matthew Erbentraut CEPA® Vice President, Financial Advisor & Team Service Director Novato, CA Jason Zahorenko AIF® Vice President, Financial Advisor Novato, CA Rick Raybin CFP® Vice President, Financial Advisor Remote Novato, CA Christopher Giuliani Associate Financial Advisor Novato, CA Client Service Team Kori Troutner Executive Assistant Novato, CA Cindy Bruss Client Service Manager Madison - John Q Hammons Drive, WI Equius Team Resources from our team Search Topic Businesses (1) Investing (5) Retirement (1) Tax Planning (2) Search Topic Businesses (1) Investing (5) Retirement (1) Tax Planning (2) PDF Lessons from 2025: A Century of Evidence Reinforces Time-Tested Principles True to form, 2025 delivered its share of surprises. U.S. stocks returned 17.2%¹ (another solid year) but international developed markets gained 33.1%², marking their strongest out performance relative to the U.S. since 1993. Investors who remained committed to global diversification were well rewarded for their patience and conviction. Lachlan MacLean 7/20/2026 PDF When Success Becomes Risk: The Perils of Concentration Creep Stock pickers fall into this trap most often. Losses are easy to sell; winners are not. The better an investment performs, the more emotionally difficult it becomes to reduce exposure. Eventually, their portfolios become collections of can’t sell positions – assets that dominate risk not because of analysis, but because of inertia and embedded taxes. The issue is rarely a lack of intelligence or effort, rather, it is the absence of a disciplined process that removes emotion from decisions. Lachlan MacLean 7/20/2026 PDF How Do You Know If Your Investment Plan Is Working? The instinct is to measure your portfolio against whatever is winning. The S&P 500 had a great year, and yours didn’t keep up? A friend’s tech-heavy account doubled? It doesn’t matter. They all follow their own rules. Rick Raybin CFP® 7/20/2026 PDF Monthly Markets Newsletter June 2026 The c",
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