John Oliver recently did a spot on his HBO show “Last Week Tonight” which highlighted the high fees paid by investors in 401(k) plans. As entertaining as his show was, it got me thinking about the main things that areREAD MORE
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.
It happens much faster than any of us expect. One minute you’re cradling this cute bundle of joy in your arms and the next thing you know your child is turning 18, graduating from high school, and planning to moveREAD MORE
Investing and Expectations Over the past five years, the S&P 500 has gained about 12% per year while bonds have gained about 4% per year. International stocks have earned only about 2.3% over that time period. What does this haveREAD MORE
Last month I wrote about the basic rules of giving and lending money to family members. Click here to read our blog article, “6 Rules of Lending Money to Family Members” In this article, I outline some additional considerations: theREAD MORE
The Bank of Mom and Dad is a popular institution these days, generally offering favorable terms and frequently more sympathetic treatment in the event of a late payment. That said, there need to be ground rules when you are consideringREAD MORE