360 North Pacific Coast Hwy,
Suite 2000, El Segundo, CA 90245
Office: 310-737-8266
Keys facing different directions

SIMPLEX SOLUTIO

https://otiumag.com/wp-content/uploads/2019/08/Interest-rate-picture.jpg

Understanding interest rates and what you need to know

Posted on: August 9th, 2019
Last week, the Federal Reserve raised short-term interest rates by 25 basis points (025%) – the first time since a rate cut almost a...
Read More
Investment Strategy - moving chess piece

Sell in May, Go Away (10 year look back)

Posted on: June 17th, 2019
“Sell in May and go away” is an old Wall Street saying that suggests investors sell their stocks during the summer to avoid a seasonal...
Read More
https://otiumag.com/wp-content/uploads/2019/05/Top-10-things-to-do-now-PIC-e1558136589481.jpg

10 planning tips you should work on now

Posted on: May 18th, 2019
The amount of money you make or save will not guarantee wealth and prosperity However, if you can manage to adjust, adapt and most...
Read More
Bear markets vs Bull markets

What do you really know about bear markets?

Posted on: April 26th, 2019
There’s been much hoopla surrounding the longest bull market run since World War II And rightfully so However, typical investors need to...
Read More
choose a financial professional

How to choose a financial professional

Posted on: March 20th, 2019
I had a prospective client walk into my office today to do his due diligence before hiring me as his financial planner Now that isn’t the...
Read More