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Why Is Inflation Rising

Why Is Inflation Rising?

March 24, 2021

Market volatility has been picking up this past month, causing dismay for many investors as they worry about the economic recovery. Are these fears…

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How To Change California Residency

How to Change California Residency

February 16, 2021

Are you considering moving out of California? You are not alone. An estimated 135,600 more people left the state than moved here in 2020….

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2021 Best Financial Advisors In San Diego

Best Financial Advisors in San Diego 2021

February 10, 2021

(Updated on 2/10/2021) Choosing a financial advisor to work with is a big decision. The right financial advisor can have a measurable impact on…

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How To Manage Concentrated Stock

How To Manage Concentrated Stock

January 21, 2021

Jason DeBolt, a 39-year old software engineer currently living in Los Angeles, recently announced on Twitter that he is officially retiring from the corporate…

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2020 Year In Review

2020 – Year in Review

December 23, 2020

2020 has been difficult for everybody. My 85-year-old grandmother said it best, “I’ve been around a long time, and I don’t remember a period…

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Raging Bull: The Economy & Market Under Joe Biden & A Covid Vaccine

Raging Bull: The Economy & Market Under Joe Biden & a COVID Vaccine

November 10, 2020

A lot has happened over the past week. We have gone through a significant election cycle within the past seven days, and we have…

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Why Work With A True Fiduciary Advisor

Why You Need To Work With A True Fiduciary Financial Advisor

October 28, 2020

Is there a difference between a financial advisor, a financial consultant, and a wealth manager? What about a financial planner, a registered representative, and…

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The Times They Are A-changin’ – Rethink Your Capital Plan

The Times They Are A-Changin’ – Rethink Your Capital Plan

October 4, 2020

American capitalism, as we know it, has changed. And with only three months left in 2020, it is time to rethink your capital plan….

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Why Invest In Stocks – The Resiliency Of The Stock Market

Why Invest in Stocks – The Resiliency of the Stock Market

August 31, 2020

In my recent post, “3 Reasons Why Stocks are Up”, I discussed the unprecedented times we’re experiencing. The stock market is at record levels. Simultaneously, unemployment…

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