Carey & Hanna moving from Ventura to Oxnard
Ventura-based Carey & Hanna Tax and Wealth Planners is relocating to a larger office in Oxnard. Carey & Hanna Tax and Wealth Planners will move into the former National University building at 1000 Town Center Drive, Suite 200, on Oct. 22. The office has been located at 1445 Donlon Road, Suite 6 in Ventura since Read More →
Dubroff: Investors should be skeptical about exchange-traded funds
Exchange-traded funds are the newest, latest, greatest Wall Street creation. In the past decade and a half, they’ve grown from a niche product with just $72 billion in assets invested to a behemoth totaling $2.7 trillion. Thanks to real-time daily pricing and low fees, ETFs are rapidly supplanting mutual funds in retail accounts. But the Read More →
Investors can decide not to put money into companies that damage environment
By Brad Stark and Kieran Osborne The pipeline breakage near Refugio State Beach is not only devastating to our environment and harmful to life on the Central Coast, but it also brings attention to how the oil industry is supported with investment dollars. The public relations battle with fossil fuels has been heating up for Read More →
East Coast in focus as Somera Capital reaches $2B mark
With a core portfolio of assets from Palo Alto to Los Angeles, the company has started fishing for deals in the Seattle market and putting even more focus on East Coast markets from Washington, D.C. to Savannah, Georgia.
Lucia aquires West Coast Asset Management office, key staff
West Coast Asset Management, the alternative investment firm founded by Paul Orfalea and family member Lance Helfert, is merging with a San Diego-based money manager.
