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How To Pay For College With Brody Rosenfeld

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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How To Understand The Leading Economic Indicators

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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Tips To Find A Financial Advisor

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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Yield Curve Rocky Mountain

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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Trade War Banner

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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Piggy Bank Budgeting

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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image of man with questions marks

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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Pexels Photo

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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Inheritance Planning San Diego

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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