Category: Investment Management

If you are new to investing, it is easy to become overwhelmed. ETFs, mutual funds, IRAs, expense ratios, time value of money, etc. They…

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%…

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…

After nearly a decade of speculation, interest rates have finally began to increase as inflation has started to pick up (about time). The impact…

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….

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…

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…

Have you ever wondered why most portfolios have a mix of stocks and bonds in their portfolio? Is there a reason why? The primary…

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…