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Financial Planning and Investment Management
Brad@PointLomaAdvisors.com
(619) 798-6400
What's my Retirement Number?
As Goes January, So Goes the Year?
Home Bias and Global Diversification
Environmental, Social and Governance (ESG) Investing
Unusual Interest Rate Opportunity, 7%
This time it’s different….
Cost, Schedule, Performance – Pick 2, Part II: COTS components
Didn’t Qualify for a Stimulus Check? A Few People Get Another Shot……
Cost, Schedule, Performance – Pick 2, Part I
Financial Planning is About Making Your Life Plan a Reality
Why Would Someone Steal a Child’s Identity?
Lighting a FIRE Under Your Retirement Goals
Does your investment advisor provide a financial plan?