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Blog Posts

How to Protect Your Personal Financial Information Thumbnail

How to Protect Your Personal Financial Information

There are various ways that you can safeguard your personal financial information to prevent it from falling into the wrong hands. Consider these seven protective measures to caution yourself against any theft or malicious use of your financial information.

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How Much Money Will You Need to Retire? Thumbnail

How Much Money Will You Need to Retire?

Do you have a solid understanding of how much money it will take to sustain your current lifestyle for years, or possibly even decades to come? In order to enjoy your retirement to the fullest, carefully analyze your cost of living, other necessary expenses, and your ongoing savings plan, with offices in San Diego, Carlsbad, Murrieta, Ft. Worth, Florida Keys we are certified financial planners working in a full time fiduciary capacity to help you in your retirement.

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LWM Perspective on Recent Volatility Thumbnail

LWM Perspective on Recent Volatility

Important Update on Today's Volatility - Given Friday and today's market volatility we wanted to share some insight from Labrum Wealth Managements President, Jason R. Labrum, CFP®, AIF® Also, if you didn't get a change to read today's early newsletter, the article from Weston Wellington is great and adds big evidence into the active vs. passive debate as it highlights Warren Buffets $1,000,000 bet with a prominent hedge fund manager. We do NOT believe there is reason to panic or change investment strategy as this will likely be a blimp on the "screen" and even if this is a "serious" crisis it also will be a blimp on the screen as we look toward the longer term, meaning 5 + years. Thank you for reading.

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5 Questions to Ask Before Hiring a Financial Planner Thumbnail

5 Questions to Ask Before Hiring a Financial Planner

How can you tell that you're ready to bring a financial advisor into your life and your finances? Hiring a financial planner is an incredibly personal decision and is not to be taken lightly. Use these five questions as a guide while you consider if a prospective planner is the right choice for you.

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Expanded Benefits for 529 Plans Thumbnail

Expanded Benefits for 529 Plans

The Tax Cuts & Jobs Act includes a provision to now allow 529 Plans to be used for private elementary and high school expenses, rather than just college related expenses. The new rules are a treat for both parents and grandparents looking for a better way to pay for private educational costs.

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New Sector to S&P 500 Thumbnail

New Sector to S&P 500

REITs will become part of the S&P 500 compilation on September 16th, making it the 11th sector. Learn more about the two main types of REITs, equity REITs and mortgage REITs.

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Bitcoin Hysteria Thumbnail

Bitcoin Hysteria

Euphoria has swept Bitcoin to unreal levels over the past few weeks. Bitcoin, one of many digital currencies, shot past 11,000 in the final week of November after eclipsing 10,000 just hours prior.

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