Retired? Your Best Options to Fight Inflation

The Consumer Price Index, or #CPI, rose 6.2% in October from a year earlier, its sharpest increase since 1990. Inflation is affecting everyone. In fact, @john was recently asked to share some investment strategies with @NBCSanDiego. But John wasn’t able to address one of the more pressing issues: how inflation is affecting Retirees specifically, and…
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NBC San Diego Interviews John about Inflation

How do you fight Inflation? It’s on everyone’s mind these days, which is why I was asked to share my insights with Dave Summers at NBC San Diego. I’m grateful I had the opportunity to discuss this critically important topic with the San Diego community. As a financial advisor and investment strategist, I want to…
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The Pros and Cons of Passive and Active Investing

50% of US Equity Funds are now passively managed, according to Bank of America. That represents a decades-long tipping point in the world of asset management. So what does that mean for the average investor? John tells Erin Kennedy why he believes passive fund management is becoming more popular. And keep in mind, if your…
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Thank You to Our Veterans

On November 11, @securusfinancial will be taking time to honor the men and women who serve and have served our country. @john would also like to extend his sincere gratitude to everyone who has signed up to put his or her life on the line to protect the values we hold dear in this country,…
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4 Ways to Avoid Estate Taxes

Estate taxes can put a huge dent in the assets you plan to give your loved ones after you pass, and without proper planning, your beneficiaries may end up with just a portion of what you intended. Keep in mind, an “estate” is more than your home, as @John at @SecurusFinancial explains to @erinkennedy, it…
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When the Stock Market Stumbles

In September, the S&P 500 saw its worst day since May, falling 1.7%. So is now the right time to sell? Not necessarily, says @JOHN at @SecurusFinancial. He explains to @erinkennedy why you should always expect and plan for market volatility by making sure you’re properly diversified. That includes diverse investments, income allocation, and time…
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