Author: Rick Brooks

Rick Brooks, CFA®, CFP® is a partner of Blankinship & Foster LLC and is the firm’s Chief Investment Officer. He is a lead advisor, counseling clients on all aspects of personal financial management. Rick serves on several boards. He is the Chairman of the Board of Girl Scouts San Diego, and also chairs the San Diego Foundation’s Professional Advisor Council. Rick and his family live in Mission Hills. Rick enjoys spending time with his family, theater, cooking, skiing, gaming and reading.

During the pandemic, more people can be seen out riding electric bicycles (“eBikes”) than ever before. E-bikes are a lot of fun, but there is a risk element involved. There are hundreds of bicycle accidents in San Diego each year,READ MORE

In our working years, the idea of retirement may seem like a dream: the opportunity to finally do the things we’ve been deferring for decades. We’re bombarded with images of happy people traveling, playing golf and walking on the beach,READ MORE

Sustainable investment strategies have become popular with investors in recent years.  As environmental and social issues have become more urgent, investors want to make a difference. Despite their popularity, many investors are unclear about how to invest sustainably. In thisREAD MORE

Taxes are an important consideration when making investment decisions. However, they are not the only factor. Though some tax-based decisions make perfect sense, focusing too much on taxes can hold you back from long-term growth. As we’ve often said: “Don’tREAD MORE

The Wall Street consensus is that 2021 will be a good year. As we approach the midpoint of 2021, this is certainly playing out. As more and more Americans are vaccinated against COVID, consumers are feeling more comfortable doing thingsREAD MORE

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