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How To Pay For College with Brody Rosenfeld, Ep 3
September 4, 2019
If you are a parent you know that higher education is expensive – so how do you plan to pay for college for your…
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Understand The Leading Economic Indicators, Ep 2
September 4, 2019
Most people understand the basics about the stock market and the economy – but few people have a deep enough knowledge of the two…
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9 Tips To Help You Find A Financial Advisor, Ep 1
September 4, 2019
Did you know there are over 686,000 financial advisors in the United States as of 2017? That means there are…
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We Have An Inverted Yield Curve. Now What?
August 16, 2019
The 10-2 year yield curve inverted on Wednesday. The S&P 500 fell nearly -3% as a result. The concern is that after a 10+…
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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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