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Focusing On What Matters: Sustaining Income Market volatility and the risk of losing money continue to grip the attention of the media and investors, creating a fear that clouds the real issue facing investors at or nearing retirement: sustaining and growing their income. But one of the most important lifetime goals is having enough income…
Taking place April 11-12 at Hard Rock Hotel San Diego, Rock Stars of Innovation Summit, presented by CONNECT and Xconomy, is a premier industry gathering where the nation’s top venture capitalists and institutional investors meet with the most cutting-edge early stage companies, leading researchers and prominent life science and technology executives. Now in its fifth…
Ignoring Washington’s Noise If you look past the political noise in Washington and take a careful look at the dynamics of the economy, you’ll find some good news: It’s faring better than most had anticipated. A rapidly improving housing industry, pent-up capital spending needs, resurgent growth from Asia, and calm across European economies have produced…
Top 100 Financial Advisor Morgan Stanley’s Robert Inbody, a managing director, financial advisor in the firm’s La Jolla office, is among Barron’s annual list of America’s Top 100 Financial Advisors, a select group of individuals who are screened on a number of criteria including assets under management, revenue produced for the firm, and quality of…
The Trusteed IRA Consider a situation where an IRA owner wishes to bestow the IRA to a spouse or to their children but is concerned that the beneficiary may be a spendthrift or unable to properly manage the IRA. Or a situation where the owner has divorced and remarried and wants a second spouse to…
Will Your Retirement Money Last? This following column is based on the 2012 Merrill Lynch Wealth Management Institute Whitepaper, “How Immediate Annuities Can Help Meet Retirement Goals.” According to the Fall 2012 Merrill Lynch Affluent Insights Survey that looks at the financial concerns and priorities of affluent Americans, 68 percent of respondents are concerned…
American Association of University Women — San Diego Branch will be holding a panel of “High-Performing” Women on Saturday, January 12, from 10am to 12pm, at the Women’s Museum of California in Liberty Station at 2730 Historic Decatur Road, Suite 103, San Diego 92106. The event, “High Tech = High Pay For Women:…
Bubbles and Bonds This is part of a recurring column from Merrill Lynch wealth management advisors David Menashe and Bruce Morley, who have both worked in Rancho Santa Fe, CA for more than 28 years. Economic bubbles can be deceptive, occurring over a long enough period to be perceived as normal. Baby boomers had…
Housing Booms This is part of a recurring column from Merrill Lynch wealth management advisors David Menashe and Bruce Morley, who have both worked in Rancho Santa Fe, CA for more than 28 years. One of the greatest drags on the economy the past 4 years has been the housing slump, but indicators continue…
When Vivian Sayward launched Vivacity, a woman’s sportswear line, last year, she needed a place to work when she wasn’t on the road. The former bio-tech executive didn’t want to work at home but neither did she need the overhead of an office. Hera Hub, a women’s workspace in Sorrento Valley, proved to be just…
Small Business Expo has extended its business networking events to Los Angeles, with a new trade show scheduled for November 8. “Our goal at Small Business Expo is to create a fun environment in which to network, something vastly different from the typical boring trade show,” says Zachary Lezberg, show producer. Topics covered will include…
The Expiring Exemption This is a recurring column from Merrill Lynch wealth management advisors David Menashe and Bruce Morley of The Menashe Morley Group, who have worked in Rancho Santa Fe for more than 28 years. While there’s been much discussion about expiring tax rates, there’s been little talk of an important tax provision…
When it comes to planning for retirement, financial advisor Allison E. Lintell says many people mistakenly believe that in order to reach their goals, they must take a lot of risk. They’re used to thinking in terms of risk or no risk, and that there’s nothing in between, says Lintell, who moved a year ago…
