Jane Beule

Founder & CEO
Jane Beule

Jane began her career in finance as an industry analyst with J.P. Morgan in New York. After graduating from Harvard Business School, she moved to the Bay Area with her husband and worked for both large and smaller corporations as well as venture-backed start-ups before following her passion to serve individual clients. She founded Griffin Black in 2001 in order to create the kind of Registered Investment Advisor (RIA) firm she wanted to hire herself. Jane and her husband have two grown children and live in Redwood City, CA.

Professional Degrees & Credentials

  • MBA with Distinction, Harvard University
  • MLA, Stanford University
  • Graduate Certificate in Financial Planning, Golden Gate University
  • BA with Honors, The University of Wisconsin-Madison
  • Fulbright Fellow, Rheinische-Friedrich-Wilhelms-Universität, Germany
  • Certified Financial Planner® (CFP®) Professional
  • NAPFA Registered Financial Advisor

Personal

I don’t remember having learned to read – I just always could. And having grown up in a very small town before TV or the internet, reading was just about the only thing one could do to stave off boredom. So I became a reader, and the habit has stuck for a lifetime. In fact, I’ve taken a couple of “reading sabbaticals” over the years, months when I stopped everything else in life except the necessities, and just read.

What do I read? It changes over time, but I’ve always been partial to mysteries, science fiction & fantasy. But I also love novels, history, popular science, cultural studies, philosophy, and of course lots of books on economics and money.

Jane's Recent Posts

New,Year,2024,Or,Straight,Forward,Concept.,Text,2024,Written
In 2023 markets reversed their 2022 performance with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq all generated exceptional returns last year: 26.3%, 16.2%, and 44.7% respectively (with reinvested dividends). The S&P has come full circle and is now only a fraction of a percentage point below the all-time high from exactly two years ago. The US 10-Year Treasury yield climbed as high as 5% in October before falling to end the year around 3.9%, pushing bond prices higher in the process.
Concept,Of,Inflation,"eating",Pension,Savings.
While the holiday season is ideally a time for family and friends, it is also a good time to review tax strategies for the current as well as the coming year. Tax planning includes possibilities such as tax-loss harvesting, choices of investment vehicles, order withdrawal optimization, and many others. Given the complexity of these considerations, it’s important to work with a trusted financial professional to best understand each approach and its implications. It’s also important to understand the economic climate’s effect on taxes, especially the impact of inflation. What should investors know as they plan for 2024?
Teacher,With,A,Group,Of,High,School,Students,In,Classroom
You’ve probably done it all your life. First you (or your parents) enrolled you in a good kindergarten. From there, you ‘graduated’ to a solid grade school. Then came an excellent high school, after which you were lucky (and hard-working) enough to be admitted to a top-notch university. It’s been a step-by-step – and well laid-out – progression your whole life. Isn’t that how careers (and lives) are supposed to work? All nicely laid out with one pre-ordained step after the other?

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