Popular Topic(s): investing
What is a Financial Plan, and Why Should You Build One?

 We’ve all thought about what we want to achieve in life, but applying strategy and discipline to reach those goals can be challenging to…

Sailing Into Retirement—A Safety Checklist

If you have ever been sailing on San Diego Bay, you know how peaceful it can be on the water, with only the wind in…

Should You Invest Your Down Payment Before Buying a Home?

Whether you’re a first-time homebuyer or thinking about upgrading your residence as you expand your family, buying a home is a significant financial decision that…

Global Market Analysis with Charles Schwab’s Jeffrey Kleintop

In our recent Market Updates webinar, we welcomed guest Jeffrey Kleintop, senior vice president and chief global investment strategist at Charles Schwab. We discussed where…

Tech’s On Top: What History Tells Us About This Trend

You don’t have to be the next Steve Jobs to understand the power technology has in the market. In today’s post, we’ll show you what…

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there will be rough seas. But…