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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.

On December 19, 2019, Congress passed a major tax bill that has retirement and estate planning implications for millions of Americans. The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) made several changes to the rules governing companyREAD MORE

Are annuities a good idea for meeting your investment and retirement goals? It depends. Under certain circumstances, the right kind of annuity can be very helpful. For example, a Single Premium Immediate Annuity (SPIA) can be a great way toREAD MORE

The stock market drop in February and March was the fastest drop of that magnitude on record. The recovery since late March has been equally breathtaking. In fact, many people we speak with are surprised that the broad stock marketREAD MORE

You’re going to be hearing a lot of people talking about how to ‘prepare your portfolio’ for the election results. I could make a case for lots of different possible outcomes, regardless of whom is ultimately elected. At the endREAD MORE

As of right now, it appears that the current outbreak of the COVID-19 pandemic may have peaked in most U.S. states. State and local lock-down orders are being eased, but it’s an open question as to what will pass forREAD MORE

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