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Mexican American Standoff A Import Tax

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…

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Trumps Tax Plan – A Game Changer For The Markets

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…

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Rental Income And Retirement Planning

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…

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Stocks And Bonds

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…

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The Feds Musical Chairs

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…

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Brexit Is A Big Deal

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…

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The Corporate Earnings Problem

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…

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Prince Final

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…

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Is It A Bull Or Is It A Bear

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…

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