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Learn about the tools - charting, risk management, establishing precise criteria for buying and selling.

Learn about the tools - charting, risk management, establishing precise criteria for buying and selling.
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San Diego, CA


Learn about the tools - charting, risk management, establishing precise criteria for buying and selling.






34232 Pacific Coast Highway , Suite B Dana Point CA 92629 888 992 4278


04-26-18: The Best College Savings Plan You're Not Using

One of the best deals in college savings is also one of the least-used. You could be missing out on increased returns and reduced risk. Today's Stocks & Topics: Buying Strategies, BGS - B&G Foods Inc., VGHAX - Vanguard Health Care Fund, Irrevocable Trust, GLW - Corning Inc., MMM - 3M Co., Trade Deficit, MAA - Mid-America Apartment Communities Inc., International Investments, IBM - International Business Machines Corp., SSYS - Stratasys Ltd., Mortgage Rates.


04-25-18: What a Rise in Industrial Production Means to Your Portfolio

The Industrial Production report covers manufacturing, mining, and gas and electric utilities, illustrating changes in the structure of our economy. Today's Stocks & Topics: 401k, Recession Predictor, Volatility, Bear Market, COST - Costco Wholesale Corp., LPTH - Lightpath Technologies Inc. Cl A, EL - Estee Lauder Cos. Cl A, Ten Year Treasury, ALO - Alio Gold Inc., QD - Qudian Inc. ADR, SOGO - Sogou Inc. ADR.


04-24-18: How To Protect Your 401(k) from Rising Interest Rates

Rising interest rates can hurt bond prices, but long-term investors will ride out the blips. Today's Stocks & Topics: Life Insurance as an Investment, Housing Numbers, Oil Supply, Ten Year Yield, GIS - General Mills Inc., Cash Certificate, CHCLX - AB Discovery Growth Fund, BAP - Credicorp Ltd., BK - Bank of New York Mellon Corp., MPW - Medical Properties Trust Inc., BXMT - Blackstone Mortgage Trust Inc. Cl A.


04-23-18: Investing 101: How to Avoid Beginner Mistakes

The logistics are easy. It's developing the discipline to create and follow an asset allocation plan that is challenging. Today's Stocks & Topics: FFBC - First Financial Bancorp, Ten Year Treasury Yield, Interest Rates, Existing Home Sales, Book vs. Market Value, LB - L Brands Inc., VLO - Valero Energy Corp., PM - Philip Morris International Inc., MO - Altria Group Inc.


04-20-18: Falling Short? 5 Tips for Investing In Your 50s

This is the decade when the costs of kids, aging parents, cars, and homes converge, and questions about retirement begin looming large. Today's Stocks & Topics: Mutual Funds, AAOI - Applied Optoelectronics Inc., GOOGL - Alphabet Inc. Cl A, GE - General Electric Co., REITs, GDDY - GoDaddy Inc. Cl A, Commodities vs. Stocks, QCOM - Qualcomm Inc., Investing with Kids.


04-19-18: 6 Money Topics Every Couple Should Discuss

It can be a difficult topic, uncomfortable at times. But addressing money management is also very necessary. Today's Stocks & Topics: ETFs, Commission-Free ETFs, T - AT&T Inc., Inside Buying, PCAR - Paccar Inc., TUP - Tupperware Brands Corp., MU - Micron Technology Inc., Blue Chip Technology Stocks, KBH - KB Home, SPWR - SunPower Corp., LB - L Brands Inc., MNKD - MannKind Corp., IPOs.


04-18-18: In Search of Fixed Income

Getting a fixed income should not only be your goal for your retirement years, it can also be used for you to meet other financial goals. Today's Stocks & Topics: Cannabis Industry, AOBC - American Outdoor Brands Corp., CRM - Inc., Bonds, FB - Facebook Inc. Cl A.


04-17-18: Competitive Returns with Socially-Responsible Stocks?

More and more investors are looking to put their money where their values are. Today's Stocks & Topics: Retirement, VOO - Vanguard S&P500 ETF, Social Security, Industrial Production, I-R-A Contributions, The Stock Market, GSY - PowerShares Ultra Short Duration Portfolio, TOL - Toll Brothers Inc., PPA - PowerShares Aerospace & Defense Portfolio, MKC - McCormick & Co. Inc.


04-16-18: Should You Move Ahead with that Reverse Mortgage?

They're a major financial decision, so it's important to know exactly what you're getting into. Today's Stocks & Topics: UTMA Accounts - The Uniform Transfers to Minors Act, Retail Sales, Ten I-R-A Myths, Smartest Market, APRN - Blue Apron Holdings Inc. Cl A, EVC - Entravision Communications Corp., EPU - iShares MSCI Peru ETF, SEDG - SolarEdge Technologies Inc.


04-13-18: Know the Ups and Downs of Target Date Funds

Target-date funds continue to be a popular choice among investors. However, will such a fund give you the retirement lifestyle you deserve? Today's Stocks & Topics: Online Banking, Equity, The Bond Market, Trade Tariffs in the World, Where to Invest, Bonds, Stock Adjustment, Mutual Funds, Dividends, Investing at Old Age, 401k, I-R-As, ETFs.


04-12-18: Re-balancing Your Portfolio is Essential - at the Right Time.

It is best executed in the calming atmosphere of a bull market, before another "Black Swan" event. Today's Stocks & Topics: Value vs. Growth Investing, Retirement, Municipal Bonds, Utilities vs. Commodities Stocks, D - Dominion Energy Inc., VLKAY - Volkswagen AG ADR, MU - Micron Technology Inc., Investment Software, Human Instinct.


04-11-18: When You Shouldn't Invest Your Tax Refund

Advisers urge minimizing your tax refund, but if you're getting a big one, you're thinking it may be a good idea to invest it. Today's Stocks & Topics: Mutual Funds, Geopolitical Risk, Rental Properties, DIS - Walt Disney Co., AVGO - Broadcom Inc., the Dow Theory, Paying Off the Mortgage, HSY - Hershey Co.


04-10-18: The Silver Lining of Rising Interest Rates

Investors may be jittery about the Fed's plans to bump up rates this year, but you may be able to benefit. Today's Stocks & Topics: HPQ - HP Inc., Trade Tensions, Is this a Correction?, Insurance an a Rental Property, KMB - Kimberly-Clark Corp., Active 401k, NOK - Nokia Corp. ADR, Penny stocks, CHL - China Mobile Ltd. ADR.


04-09-18: Are Your REITs Feeling the Pressure?

Higher interest rates raise financing costs for Real Estate Investment Trusts. Today's Stocks & Topics: Custodial Account, EPU - iShares MSCI Peru ETF, MRK - Merck & Co. Inc., UIS - Unisys Corp., SPY - SPDR S&P 500 ETF Trust, USL - United States 12 Month Oil Fund LP, Jobs Report, The Fed & The Market, Diversification, I-R-A Mistakes to Avoid.


04-06-18: Should You Diversify Out of Tech Stocks?

Some popular 401(k) plans have big stakes in technology stocks. Investors need to be aware of the risks so they don’t panic in any downdraft. Today's Stocks & Topics: Electronic Real Estate Investment Funds, GE - General Electric Co., Trade War, Unethical Financial Advisers, Jobs Report, Mutual Funds, CSRSX - Cohen & Steers Realty Shares, Mutual Funds, SPOT - Spotify Technology S.A., BABA - Alibaba Group Holding Ltd. ADR, Options, SPFF - Global X SuperIncome Preferred ETF.


04-05-18: What's the Right Benchmark for a 60-Year-Old Investor?

It’s not just a matter of whether you're beating the market, but if you're exceeding your targets based on your risk tolerance. Today's Stocks & Topics: Recession, What is the Real Risk in the Stock Market, MET - MetLife Inc., Trade Tariffs, PG - Procter & Gamble Co., KMB - Kimberly-Clark Corp., UPS - United Parcel Service Inc. Cl B, AMLP - Alerian MLP ETF, VSLR - Vivint Solar Inc.


04-04-18: 2018 vs 2008 - Similarities... differences?

The lengthy bull market and the recent reappearance of volatility has some investors worried that another 2008 is right around the corner. Today's Stocks & Topics: New Investor Mistakes, Cash Out Refinance, Gold, U.S.-China Trade Conflict, ABBV - AbbVie Inc., APU - AmeriGas Partners L.P., PRU - Prudential Financial Inc., Life Settlements, Investing Strategy, TGT - Target Corp., Hard Money Lenders, BIG - Big Lots Inc., TEVA - Teva Pharmaceutical Industries Ltd. ADR, Stop Loss, CVV - CVD...


04-03-18: 12 Retirement Investment Factors That Are Frequently Overlooked

Are you really aware of all the things that might affect your ability to save enough for retirement? Today's Stocks & Topics: Portfolio Review, RRC - Range Resources Corp., Retirement Funds, CMRE - Costamare Inc., AMZN - Inc., GOOG - Alphabet Inc. Cl C, Tesla, FOX - 21st Century Fox Inc. Cl B, 401k vs. Portfolio Management, Value vs. Growth.


04-02-18: Know the Ups and Downs of Target Date Funds

Target-date funds continue to be a popular choice among investors. However, will such a fund give you the retirement lifestyle you deserve? Today's Stocks & Topics: Equity, The Bond Market, Trade Tariffs in the World, PCAR - Paccar Inc., Where to Invest, UPS - United Parcel Service Inc. Cl B.


03-30-18: Can You Pass The Financial Smarts Test?

Take this pop quiz. See if you know how to handle your money and avoid scammers. Today's Stocks & Topics: Timing The Market, Insurance & Inflation, Moving Average, ETFs, New Way to Combat Credit Card Fraud, Steel & Aluminum Tariff, Earnings, Mutual Funds, Sectors, 529 Plan, Dividends, 401k, Natural Gas, Interest Rates.


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