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Opinion: Poor communication has many financial clients playing darts in the dark

By   /  Friday, July 9th, 2021  /  Banking & Finance, Latest news, Op/Eds, Opinion, Personal Finance  /  Comments Off on Opinion: Poor communication has many financial clients playing darts in the dark

By John Grace Does this sound familiar to you? • 71% of people are worried about the rising costs of healthcare. • 67% worry about rising costs of living. • 66% are afraid market downturns will affect their savings. • Only 1/3 have broached the subject with their advisor. These are the findings of The Read More →

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Opinion: Remembering David Swensen, a giant in the investment world

By   /  Friday, May 28th, 2021  /  Banking & Finance, Latest news, Op/Eds, Opinion, Personal Finance  /  Comments Off on Opinion: Remembering David Swensen, a giant in the investment world

By David Kreinces In early May, David Swensen, Yale’s legendary endowment chief, died of cancer at age 67. Swensen was famous on Wall Street for successfully diversifying Yale’s portfolio in a wide range of alternative investments, and he was also loved for his 2005 book on exchange-traded funds (ETFs). The book, “Unconventional Success,” showed Swensen’s Read More →

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Region braces for end of UI benefit bonus

By   /  Friday, July 24th, 2020  /  Latest news, Personal Finance  /  Comments Off on Region braces for end of UI benefit bonus

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Sondgeroth: Tips for millennial investors amidst COVID-19

By   /  Friday, May 29th, 2020  /  Banking & Finance, Latest news, Personal Finance  /  Comments Off on Sondgeroth: Tips for millennial investors amidst COVID-19

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Coronavirus spread sinks tri-county stocks

By   /  Friday, February 28th, 2020  /  Central Coast Health Watch, left, Personal Finance, Top Stories, Top Story, Tourism, Tri-County Economy, Tri-County Public Companies  /  Comments Off on Coronavirus spread sinks tri-county stocks

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CI Financial acquiring One Capital Management

By   /  Monday, December 23rd, 2019  /  Banking & Finance, East Ventura County, Latest news, Personal Finance  /  Comments Off on CI Financial acquiring One Capital Management

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Our view: Schwab’s exit from state just the latest departure

By   /  Friday, December 6th, 2019  /  Banking & Finance, East Ventura County, Editorials, Latest news, Opinion, Personal Finance, South Coast, West Ventura County  /  Comments Off on Our view: Schwab’s exit from state just the latest departure

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