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Category: Investment Management


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Why You Need To Work With A True Fiduciary Financial Advisor

Is there a difference between a financial advisor, a financial consultant, and a wealth manager? What about a financial planner, a registered representative, and…

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Rising Interest Rates and its Effects

After nearly a decade of speculation, interest rates have finally began to increase as inflation has started to pick up (about time). The impact…

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Passive Investing – Don’t try to beat the index…

It is well-documented that the vast majority of investors, whether it be financial advisors, hedge fund manager, individual investors, and even day traders, underperform…

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Is Bitcoin A Bubble?

Bitcoin, the world’s largest and most popular cryptocurrency, has recently dominated the news cycle. Numerous articles comment on how much money you would’ve made…

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Rental Income and Retirement Planning

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

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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Brexit Is A Big Deal

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 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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Is it a Bull or is it a Bear?

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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