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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.


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

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