I had the honor of going to JPMorgan’s headquarters in New York City and having breakfast with Andrew Norelli this past week. He is one of the most brilliant bond portfolio managers in the country, and he runs the $4 billion fund, the JPMorgan Income ETF (symbol JPIE). We talked about monetary policy, bond yields,…
DetailsWe often dream of retirement as an endless vacation, but the reality is far more nuanced. While financial security is foundational, a truly fulfilling retirement encompasses so much more than just a healthy bank account. What goes into a truly successful retirement? Financial Security: Yes, it’s crucial! This means smart savings, clear financial goals, and…
DetailsMany of us wonder when the “best” time is to start claiming Social Security benefits. Should you take them early at 62, wait until your Full Retirement Age (FRA), or hold out until 70 for the maximum payment? It’s a big decision, and understanding your “breakeven point” can help you make an informed choice. What…
DetailsOn January 8, 2025, the Rotary Club of Coronado had its annual Investment Panel, featuring Rainier Trinidad, Chris Schierborn, and Brandon Mather. They discussed a broad range of topics, from the economy, tariffs, the US debt, inflation, interest rates, the tech sector, taxes, and more.
DetailsOn January 10, 2024, the Rotary Club of Coronado had its annual Financial Panel, featuring Rainier Trinidad, Hayley Beard, and Jane Braun. They discuss inflation, interest rates, gold, the tech sector and the Magnificent 7, the election, and taxes.
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