At Blankinship & Foster, we believe the more informed you are, the easier it will be for you to achieve the best possible outcome for your situation. Below are a few of our recent blog articles and informational postings. Please use the menu on the right to view blog postings by category or search our site to find information specific to your type of situation.
2017 may be the year a fiduciary standard finally takes center stage in the personal financial advice profession. The Department of Labor’s (DOL) Fiduciary Duty Rule, scheduled to be implemented on June 9th, expands the “Investment Advice Fiduciary” definition under the Employee Retirement Income Security Act of 1974 (ERISA). While changing the definition of one word in … Continue reading Fiduciary – What’s In a Word? Continue Reading
Quarter in Review Global stocks continued last quarter’s rally into 2017. The S&P 500 Index of U.S. large company stocks rose 6.1% for the quarter, while smaller company stocks were up by 2.5%. Developed international stocks outperformed U.S. stocks, rising 7.2%, while Emerging Markets stocks soared 11.4% for the quarter. Despite the Federal Reserve raising … Continue reading First Quarter 2017 Investment Review Continue Reading
Services such as VRBO.com, AirBNB, and HomeAway have made it easier to turn a home into a rental property, and the homeowner into a landlord. But how can you assure your rental property is insured against damage? If you’re among those thinking about listing your home as a rental property, be sure your risks are … Continue reading Turning Your Home Into A Rental Property: Insurance Considerations Continue Reading
If you have children, or really anyone whom you wish to benefit at your death, your will is the most essential foundation for putting your affairs in order after you’re gone. However, “after you’re gone” isn’t the only scenario your estate planning should cover. For instance, who would manage your affairs if you were still … Continue reading The Importance of Your Estate Plan’s Power Of Attorney Continue Reading
SAN DIEGO, CA — Blankinship & Foster has been named as one of San Diego’s leading financial advisors and wealth managers in the 2017 list of Top 10 Best Financial Advisors in San Diego, CA by AdvisoryHQ News Media (AHQ). This is the third year in a row the firm has been recognized as a … Continue reading Blankinship & Foster Named a Top San Diego Financial Advisor and Wealth Manager for 2017 Continue Reading