The CFA designation is widely considered the investment profession’s most rigorous credentialing program and has been referred to as a “gold standard” by the Economist and Financial Times, and Business Insider refers to it as “Wall Street’s Hardest Exam” (source). See this video to find out what your investment manager had to go through in…
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Transamerica Center for Retirement Studies just put out their 15th Annual Retirement Survey (see it here). According to this infographic, millennials on average are starting to save for retirement at age 22. 70% are participating in 401(k) plans, socking away 8% of their annual salaries, and 60% expect to retire at age 65 or sooner.…
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Are you looking for help with your investments, but don’t know where to turn for advice? Watch our video, and see how we can help you get from here to your goals. (See our “Why Parabolic?” post to learn more.) Contact us today at (619) 888-4070 or email us at rainier@parabolic.us to schedule a free review of your…
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What You Get From Having Independent, Unbiased Advice From San Diego and Coronado’s Fiduciary Financial Advisor:When clients come to us, they benefit from the following services, which are included as part the asset management fee of 1.0% for qualifying client accounts (minimum of $100,000):1. Customized Portfolio Management for Stock and Bond Portfolios (see below how we manage investment…
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The average worker stays at his or her job for an average of 4.4 years, according to this Forbes article. Chances are, at some point then, you will find yourself in a situation where you’ve still got your 401k plan with your previous employer. And if so, you’ll probably have a few questions like: 1)…
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