Thoughts on Investing

Join us as we discuss our perspectives on today's investing environment. We hope that this blog provides you with more ideas to discuss with your own adviser(s), and helps you consider a broader range of possibilities that could be right for you.


Financing community growth

Diversification is a powerful tool. It can help protect portfolio value by ensuring that all of your holdings are not… Continue reading

October 5, 2016

The Benefits of Staying In-House

There are definitely perks to specializing in one thing and becoming really, really proficient at it. But that can also… Continue reading

August 2, 2016

Research from Sterling Pacific Financial

Last month Sterling Pacific Financial celebrated our 10 year anniversary. It was a great opportunity to reflect on where we’ve… Continue reading

November 25, 2015

Market Volatility in the Third Quarter

The third quarter was interesting to say the least. With the recent market volatility, we’ve received a lot of questions… Continue reading

October 2, 2015

Effective Equity on the Central Coast

The economy has hit full blown recovery mode. Economic indicators are up almost across the boards, and look to be… Continue reading

February 9, 2015

Millennials in the Marketplace

With recent numbers coming out on the housing market, more and more research is showing that millennials haven’t been entering… Continue reading

August 19, 2014

Benefits of Borrowing from a Private Lender

When the majority of people consider getting a loan, their first thought goes to which bank to choose. It’s the… Continue reading

June 5, 2014

Title Insurance and Trust Deed

What Is Title Insurance Insurance is a subject familiar to most people. Be it your car, health, life, home, travel,… Continue reading

March 17, 2014