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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.


Retirement Information Event in Irvine – Equity Trust

More helpful information about retirement planning, this time from Equity Trust (a self-directed IRA custodian we work with and recommend).… Continue reading

March 2, 2009

We’re listed on Technorati.

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March 2, 2009

Considering trust deed investing? Our new white paper may help you decide.

Trust deed investments are becoming more attractive to today’s investors, given their relative stability, lower risk, and regular income. However,… Continue reading

February 27, 2009

Ready to quit?

In a terrific post on the BiggerPockets real estate blog, Matt Pitcher proclaims “I quit” — that is, he is… Continue reading

February 26, 2009

We’re green certified!

Sterling Pacific Financial was recently certified as a green business by the Monterey Bay Green Business Council. We’re proud of… Continue reading

February 26, 2009

Researching self-directed IRA investing? Consider the PENSCO Symposium.

PENSCO — a custodian we recommend — offers intensive, two-day training for financial professionals and individual investors on how to… Continue reading

February 25, 2009

Self-directed IRA investing: basic why and how from Motley Fool

The mainstream financial press doesn’t seem to pay adequate attention to self-directed IRA investing — unfortunate, considering the advantages that… Continue reading

February 24, 2009

Considering a solo 401(k)? You probably should be.

If you are self-employed (and have no full-time employees other than yourself and your spouse), the solo 401(k) is possibly… Continue reading

February 23, 2009
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