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Families can help students pay for college educations

Kern Business Journal April 2014 Financial help and encouragement from my family helped me get through college and established in a career as a financial planner. With the cost of attending college soaring today, students are depending more and more on their families for financial aid. Many of my retirement planning clients have told me … Read more

Portfolio Newsletter 1Q 2014

The first quarter held some interesting developments. Chief among them: A red hot U.S. stock market caught its breath. The Federal Reserve cut back on its bond purchase program. Interest rates declined. The crisis between Russia and Ukraine affected international investments. Emerging market funds bottomed out. Value stocks outperformed growth stocks. These developments demonstrate the … Read more