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All Roads Lead To Beijing: China’s Belt and Road Initiative
May 13, 2017
What looks to be the single largest economic-development project in history, the Chinese-led Belt and Road Initiative will be officially unveiled in Beijing tomorrow at the…
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Hope Is Not A Long-Term Strategy
April 2, 2017
If you find that your investment strategy is pinned on the hope that Congress will somehow pass economic-boosting legislation in a timely manner, you…
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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…
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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
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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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 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
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
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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