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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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LATEST POSTS

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

How we’re able to invest and avoid the majority of the recent losses in the stock market.

The Rule of 72 – At What Percentage Your Investments Will Double (Table)

Fear Is Back Again

Greed has returned to the markets… and that’s not a good thing.

Getting Sharpe(r)

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(i) Investments involve risk and are not guaranteed to appreciate, and (ii) Past performance is no guarantee of future results. (iii) My writings may contain statements and projections that are forward-looking in nature, and therefore are subject to numerous risks, uncertainties and assumptions. Individual investor circumstances vary significantly, and information gleaned from my articles should be applied to your own unique investment situation, objectives, risk tolerance, and investment horizon.

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206 J Avenue
Coronado, CA 92118
(619) 888-4070
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Latest Posts
  • Who Is Left To Sell? Why Market Levels Are Attractive Now

  • How we’re able to invest and avoid the majority of the recent losses in the stock market.

  • The Rule of 72 – At What Percentage Your Investments Will Double (Table)

  • Fear Is Back Again

  • Greed has returned to the markets… and that’s not a good thing.

  • Getting Sharpe(r)

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