Category Archives: Blog

2 Strategies to Distance Your Portfolio from the Games in Washington

There are actually two strategies to take advantage of in times like these.  The first deals with investment portfolios that are directly in the stock or bond market either through mutual funds or individual securities maybe inside of a 401(k)

Don’t follow this financial advice

And when I finally got home for dinner last night after a long day, my wife hands me an article that she found on Yahoo Finance and says “I thought you might be interested in this, but you might want

Is There an End in Sight for QEternity?

So to answer those questions, we need to first step back in time a bit and revisit the conditions stated by the Fed back in September of 2012 when QEternity began. Chairman Ben Bernanke told the world that the latest

India Takes it to a Whole New Level

Why has India, after trying everything under the sun to get its citizens to stop buying gold, taken it to a whole new level? As of this moment, it is illegal for Indian citizens to buy gold coins or medallions,

How to become more like the 1% and less like the 99%

So here we are 7 months into the year with barely any change in the overall economy, and the stock market continues its wild “orgy like” party compliments of the 3rd and latest Federal Reserve stimulus program. I mean let’s

Why are Americans giving up on the dream of being able to one day enjoy their golden years?

Let me share with you a couple of reasons that the survey came up with, and then I’ll tell you why I think everyone is so depressed about their retirement prospects. According to the survey from EBRI: 1) Almost 60%

Does Your Company Offer a Brokerage Window?

Now, most employees and even many employers are unaware that there is something called a brokerage window that allows you to expand your existing investment options beyond the limited menu of mutual funds that your company 401k currently offers you.

Tell-Tale Signs of a Bursting Bubble

Let’s talk about our bloated stock market that’s gone from 6600 on the Dow in 2009 to today’s new high of 15572 in only 4 years, while economic growth and prosperity has seen barely any improvement to speak of. So

San Diego Emerging Business Headlines-July 1 to 15, 2013

Feel free to let me know if I miss something or if you wish to share some news. July 9 San Diego’s Conatus Pharmaceuticals Sets Price Range for IPO Shares (Xconomy) July 3 San Diego-Based EcoATM Sells for $350M (San

Is QE3 Finally Coming to an End?

Let’s take a look at what all the excitement is about in the bond market and how the market thought they heard Chairman Ben Bernanke say something that he said he didn’t really say. If you’ve been following the financial