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What Percentage Of Financial Advisors Have The CFA Designation?

I was asked the other day, “How many financial advisors are there in the US, and what percentage of them have the CFA designation?” It was a good question that I didn’t know the answer to, so I started looking around the web and found this from the Bureau of Labor Statistics: Number of Personal…

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July 22, 2015Leave a commentUncategorizedBy Rainier Trinidad

Retirement Planning: You’re On Your Own, But You Don’t Have To Be

According to the Labor Department (source),  in 1979, 74 percent of workers participating in retirement plans had a defined benefit pension that would provide a fixed income stream. A defined benefit plan is one where the employer guarantees that your plan has a minimum value upon your retirement. This removes the worry that you’ll have an…

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July 6, 2015Leave a commentUncategorizedBy Rainier Trinidad

REITs and Rising Interest Rates: Why You Shouldn’t Fear The Fed

A client asked me recently what I thought about REITs now that interest rates were on the verge of rising. It’s a good concern since traditionally, people look at REITs as extensions of the bond market: they can have long lease terms that can resemble bond cash flows, so it follows that higher interest rates…

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July 1, 2015Leave a commentUncategorizedBy Rainier Trinidad

Lower Investment Fees: Use Index Funds To Drive Costs Down

It’s a well-known secret that Index Funds should play a major role in most investors’ portfolios. With their ultra low costs (the typical expense ratio of an index fund was 0.15% for U.S. Large Company Indexes vs. 1.36% for the average large cap actively managed mutual fund as of 2005 source), instant diversification (you can…

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June 10, 2015Leave a commentUncategorizedBy Rainier Trinidad

2015 Coronado Rotarians At Work Day Is A Success

Local Coronado newspaper, The Eagle, had a great article about Rotarians at Work, an event held every April where Rotary Club members around the surrounding community helps out with some form of community service project. (Posted: Monday, June 1, 2015) Kevin Rugee and Rainier Trinidad pressed for a big Coronado Rotarians at Work Day to…

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June 1, 2015Leave a commentUncategorizedBy Rainier Trinidad
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San Diego CA 92122
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Latest Posts
  • Good Riddance to 2022!

  • US Investing Championships – Rainier Trinidad currently 15th in division for 2022

  • So Bad, It’s Good?

  • We were selected by Redfin as a top financial expert! See the article we were featured in.

  • Welcome to 2022! Now Put On Your Seat Belts

  • Who Is Left To Sell? Why Market Levels Are Attractive Now

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