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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.


What Rising Mortgage Rates Mean for You

Over the past couple of weeks, a lot of news has focused on the increase in mortgage rates and rate… Continue reading

July 10, 2013

The Federal Housing Administration in the Flesh

The FHA has helped insure 34 million mortgage properties throughout the U.S. This makes them the largest insurer of mortgages in the world. With the Senate Banking Committee having a recent on the Independent Foreclosure Review, we take a look at the success rate of mortgages lent by the FHA Continue reading

May 15, 2013

Continued Chaos from the CFPB

The CFPB has recently made amendments to their Truth in Lending and Dodd-Frank Act. Yet their new solutions are still not the most efficient way in determining rural properties and helping these markets recieve balloon payment loans. Continue reading

May 1, 2013

Celebrate the Recovery!!

The housing market is on the road to recovery and we would like to celebrate. We will be giving away a package deal of a voyage for two through the Monterey Bay National Marine Sanctuary aboard the 70 foot Chardonnay II sailing yacht. Continue reading

April 23, 2013

The CFPB and their “Progress” on Financial Education

The Consumer Financial Protection Bureau has recently released findings of their progressive research on Financial Education. However given their findings, it poses the question that they may not be being as productive as they can with such a high budget. Continue reading

April 3, 2013

California Resource Directory Launches New Down Payment Tool

A new tool is being utilized by the California Resource Directory which enables prospective home owners to find resources to help with their down payment. Continue reading

March 26, 2013

March Madness in the Housing Market

The housing market has slowly been on the rise since its crash in 2009. With the most recent sequester being enacted by the government an adverse affect on the housing market could result. Continue reading

March 7, 2013

Sterling Pacific Financial Managing Director to speak at AAPL Webinar

Joshua Fischer, Managing Director of Sterling Pacific Financial will be leading a webinar for the American Association of Private Lenders… Continue reading

February 19, 2013
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