A mutual fund promising a 6% annual distribution yield (it pays out 6% per year) probably sounds attractive to many investors. In fact, clients of San Diego’s best known financial advisors may find such “opportunities” in their brokerage accounts. EvaluatingREAD MORE
Investing
News of the impending Qualcomm layoff hit the people of San Diego hard in recent weeks. According to reports, it seems that Qualcomm is set to lay off about 15% of its workforce. This has become fairly commonplace in theREAD MORE
Back in April of this year, the Department of Labor (DOL) issued a proposed rule that would require investment advisors to retirement plans to follow a Fiduciary Standard. The proposed rule has sparked a fierce Fiduciary Standard debate in theREAD MORE
A lot of thought goes into choosing investments for you. While our investment and planning process centers around your goals and needs, your investment portfolio is often vital to meeting those objectives. Whether the goal is to maximize long termREAD MORE
As the quarter drew to a close, all eyes were being drawn to Greece in echoes of 2011. Greece made headlines for its June 30 default on a debt payment to the International Monetary Fund (IMF) amidst increasingly fraught negotiationsREAD MORE