Taxes are an important consideration when making investment decisions. However, they are not the only factor. Though some tax-based decisions make perfect sense, focusing too much on taxes can hold you back from long-term growth. As we’ve often said: “Don’tREAD 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.
The Wall Street consensus is that 2021 will be a good year. As we approach the midpoint of 2021, this is certainly playing out. As more and more Americans are vaccinated against COVID, consumers are feeling more comfortable doing thingsREAD MORE
If you’ve been stuck at home watching TV for the past 12 months, you may have seen ads offering perks for choosing Medicare Advantage over “regular” Medicare. The perks sound like a great deal, and Medicare Advantage plans can indeedREAD MORE
Perhaps the single greatest question facing investors now is, “What will happen to inflation?” This was recently highlighted with the news of a grounded freighter that is blocking the Suez Canal, cutting off shipping between Asia, Europe, and the U.S.READ MORE
Are revocable living trusts necessary? You may wonder why you should go through the hassle and expense of creating and funding a trust, especially if you are married and your assets are titled jointly. In this article, we will lookREAD MORE