Investing

Few places in the country can beat San Diego as a desirable place to live. Blessed with nice weather year-round, sunny with minimal rain, along with scenic beaches and mountains, America’s Finest City also boasts a good job market, aREAD MORE

What a difference a year could make. Already US stocks have recouped most of 2020’s losses linked to COVID-19, and many investors are betting on a continued recovery in 2021. The 2020 downturn broke records for the sharpness of itsREAD MORE

Are annuities a good idea for meeting your investment and retirement goals? It depends. Under certain circumstances, the right kind of annuity can be very helpful. For example, a Single Premium Immediate Annuity (SPIA) can be a great way toREAD MORE

The stock market drop in February and March was the fastest drop of that magnitude on record. The recovery since late March has been equally breathtaking. In fact, many people we speak with are surprised that the broad stock marketREAD MORE

Have you recently been the recipient of a large inheritance? Before you make any substantial purchases or decisions, take some time to think about how to manage inheritance money in a way that can serve you throughout your lifetime andREAD MORE