“I think most clients don’t really think to coordinate with the charity as to how they should be gifting. Most clients will just write a check or drop $50 in the collection jar.” —Rick Brooks, June 17 interview with InvestmentREAD 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.
Rising Interest Rates I’ve been reading a lot about interest rates lately, and when mortgage rates set record lows last year, it was hard not to think that the cost of borrowing money had to go up at some point.READ MORE
Having just returned from London and Brussels, my wife and I put a lot of thought into how we would manage our spending while overseas. The good news is that today there are a lot of options for people whoREAD MORE
It seems that news reports about the hacking of some popular website, and the resulting compromising of millions of user names, passwords and other personal data, have become much too commonplace. Do you use a strong password? There’s a veryREAD MORE
Recently, financial companies have seen a marked increase in the incidence and sophistication of financial fraud, especially through email. Charles Schwab has informed us that industry-wide attempts at financial fraud have increased more than ten-fold over the past five yearsREAD MORE