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Mexican-American Standoff: A 20% Import Tax
January 27, 2017
President Trump intends to reshape the relationship between the United States and Mexico. From building a border wall to renegotiating NAFTA, there is a…Read More
Trump’s Tax Plan – A Game Changer For The Markets
November 25, 2016
President-elect Trump has promised to create over 25 million jobs over the next decade and to boost the U.S. GDP to an average rate…Read More
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