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Posted May 23, 2017
We all hear stories of celebrities such as Prince dying without proper estate documents. It’s natural to wonder how they could be so irresponsible. But estate problems are not limited to irresponsible people. In fact, even people who had aREAD MORE
Posted May 9, 2017
A popular economic theory suggests that if tax rates are at zero or 100%, the government will raise no revenue in either case. At 100%, all income goes to the government so there is no incentive for people to work,READ MORE
Posted May 8, 2017
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
Posted April 25, 2017
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
Posted April 19, 2017
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