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US – China Trade War: In For The Long Haul

August 6, 2019

There is no doubt about it. The US and China are in a full-blown trade war. And as a result, investors have seen the…

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6 Different Ways to Budget That Work

June 28, 2019

As a cash-flow based financial advisor, I have created hundreds of unique financial plans. Some plans focus on building passive income, while others focus…

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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…

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The Best Financial Advisors in San Diego 2019

May 1, 2019

(Updated on 5/1/19) 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 Invest an Inheritance | A 9-Step Guide

April 11, 2019

How to Invest an Inheritance – and More: A 9-Step Guide on What to Do With Inherited Money in San Diego …

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Economic Slowdown Heightens Risk

Economic Slowdown?

March 25, 2019

The S&P 500 is 4.5% from its all-time high. After a very scary December, where the market fell by -9%, global equities have posted…

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How to Retire Early in San Diego – A Guide to Early Retirement in Southern California

March 12, 2019

There’s a movement of early retirement seekers called FIRE or Financial Independence Retire Early. Retiring early is achievable, even easy, in many lower cost-of-living…

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Investing After Retirement

February 1, 2019

If you are nearing retirement, or are already retired, chances are pretty good that you are keeping a close eye on your portfolio. Retirement…

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Financial Mistakes to Avoid In Retirement

February 1, 2019

If you are looking forward to retirement, you aren’t alone. Most people look forward to the day where they can leave their day job…

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