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2023

‘Tis the season for my kids to ask for candy and hot chocolate every single day, and it seems like our vague threats about Santa are starting to wear everyone out. However, this also means we’re wrapping up another year and there’s been many big headlines in 2023, many of them specifically around investing both […]

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December 27, 2023

The S&P 493

Note: All data points are taken directly from the S&P 500 Index returns as of close of business on May 25, 2023. The investing rules I preach to my clients aren’t complicated: 1)             Buy stocks and offset risk with short term, fixed income 2)             Diversify (by size, valuation, and geography) 3)             Rebalance 4)             Behave Of […]

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June 22, 2023

Eggs and a Basket

I’m the youngest of three in my family (Yes, I’m the baby). Every year on Halloween, my older brother and sister would hype me up to go Trick-or-treating. They would sell me on the dream of how exciting it would be to knock on doors and get tons of candy. I mean, what kid wouldn’t […]

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May 30, 2023

2022 Year in Review

First, let’s start with the bad news (All figures listed below are as of 12/31/2022): •            S&P 500: -19.44% •            International Stocks (MSCI ex US): -16.15% •            Nasdaq Composite: -33.10% •            Barclays Aggregate Bond Index: -13.01% Now, here is the good news IF you are my client: •            A diversified 95% equity portfolio overweighted to […]

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January 29, 2023

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, Suite 300, San Diego, CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0L49687. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  (619) 684-6400. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0L49687 | Terms of Use | Online Privacy PolicyImportant Disclosures |  2023-158307 Exp. 08/25