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San Diego, CA – April 27, 2017 – Rick Brooks has been awarded the Thanks Badge at the 99th Annual Girl Scouts San Diego Meeting, the highest award an adult Girl Scout volunteer can earn. On Wednesday night, during theREAD MORE

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 underREAD MORE

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, risingREAD MORE

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 amongREAD MORE

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 yourREAD MORE

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