I recently had the pleasure of joining my clients for the christening of their new boat. It was one of those rare experiences when you can share the moment as a lifelong dream comes true. This dream was a longREAD MORE
Author: Rick Brooks
The past couple of years have been challenging on many levels. The COVID-19 Pandemic has been front and center in most Americans’ lives, and as we approach the two-year mark, it’s still affecting us all in one way or another.READ MORE
During the pandemic, more people can be seen out riding electric bicycles (“eBikes”) than ever before. E-bikes are a lot of fun, but there is a risk element involved. There are hundreds of bicycle accidents in San Diego each year,READ MORE
In our working years, the idea of retirement may seem like a dream: the opportunity to finally do the things we’ve been deferring for decades. We’re bombarded with images of happy people traveling, playing golf and walking on the beach,READ MORE
Sustainable investment strategies have become popular with investors in recent years. As environmental and social issues have become more urgent, investors want to make a difference. Despite their popularity, many investors are unclear about how to invest sustainably. In thisREAD MORE