Category: Investment Management
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Why Invest in an ETF vs a Mutual Fund? Learn the Pros and Cons of ETF vs Mutual Fund Investing
May 22, 2019
If you are new to investing, it is easy to become overwhelmed. ETFs, mutual funds, IRAs, expense ratios, time value of money, etc. They…Read More
Are We In A Recession?
December 21, 2018
December has been a particularly ugly month for stocks. The S&P 500 is down -11.7% for the month, -9.6% for the year, and -17.5%…Read More
Tightening Conditions & Slowing Economies
October 11, 2018
Yesterday’s market pullback was a fairly steep one. The S&P 500 fell by -3.29% and the NASDAQ fell by -4.1% as tech names led…Read More
Rising Interest Rates and its Effects
February 25, 2018
After nearly a decade of speculation, interest rates have finally began to increase as inflation has started to pick up (about time). The impact…Read More
Why Passive Investing Works
October 16, 2017
It is well-documented that the vast majority of investors, whether financial advisors, hedge fund managers, individual investors, and even day traders, underperform the market….Read More
Is Bitcoin A Bubble?
September 2, 2017
Bitcoin, the world’s largest and most popular cryptocurrency, has recently dominated the news cycle. Numerous articles comment on how much money you would’ve made…Read More
Rental Income and Retirement Planning
November 3, 2016
While there are many options for San Diego financial services, real estate questions are frequent and it’s important to consult a financial advisor when…Read More
Why should I own both stocks and bonds?
September 6, 2016
Have you ever wondered why most portfolios have a mix of stocks and bonds in their portfolio? Is there a reason why? The primary…Read More
Brexit Is A Big Deal
June 26, 2016
Brexit “Black Friday” cost investors over $2 trillion in market wealth (CNBC) as global stocks fell -5.4%. Here in the U.S., the S&P 500…Read More