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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
The Fed’s Musical Chairs
August 9, 2016
Today’s marketplace is a peculiar one. When I look at the current market, I like to think that it is similar to the children’s…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
The Corporate Earnings Problem
June 2, 2016
The S&P 500 is yet again trying to reach its all-time high (reached a year ago, May 2015). As I write this, the index…Read More
Who Will Inherit Prince’s Estate?
May 3, 2016
Prince died unexpectedly in Minnesota on April 21st, and the cause of his death is still a mystery. There are reports that Prince died…Read More
Is it a Bull or is it a Bear?
April 8, 2016
Is it a bull or is it a bear? The past 18 months have left a number of investors asking this very question. Since…Read More
The Aging Population Problem
March 17, 2016
It’s been a month since my last post was published. I apologize for the delay. My office flooded 2 weeks ago and I’ve been…Read More
U.S. Consumers – The Last Line of Defense
February 16, 2016
It is well known that there is considerable concern for the global economy. Red flags are flying high: credit spreads have widened, China is…Read More