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In the Media

Wall Street Journal

The Intelligent Investor: Should Robots Replace Regulators?

Politicians and regulators are bickering again over who should oversee the nation’s 28,000 investment advisers, who manage some $50 trillion…

Funds With Maximum Flexibility

Some managers have done well mixing and matching disparate holdings. But it’s not a sure thing…

Voices: Gordon Tudor, On Work After Retirement

Over the past five years, people have really changed their mindset about retirement. It’s become less about simply collecting a pension and going off to travel or play golf, and more about creating an alternative lifestyle, a holistic approach where someone can go follow their passions…

San Diego Union Tribune

‘Safe investments’ come with their own risks

My husband and I are reaching retirement age. Please explain the different options for investments that are pretty safe. Are bonds our best bet?…

Critics Warn of Pitfalls If San Diego City Shifts to 401(k)s

Many workers aren’t able to save enough, they say…

After long span, a footbridge

For eight years, Troy Daum has led a community campaign to get a pedestrian bridge built across Ted Williams Parkway so children from his Carmel Mountain Ranch neighborhood can get to and from school in safety…

Financial Advisor Magazine

The Coming Retirement Wave

“People are now looking at 20 to 30 years of retirement,” says Troy Daum, founder of Wealth Analytics, a San Diego-based financial planning firm…

USA Today

Brave New Retirement

The nation lost 9 million jobs and saw $9 trillion in household wealth vanish during the Great Recession and stock market instability of the last few years…

Sign On San Diego

How to repair recession-battered retirement portfolio?

My investment portfolio barely survived the Great Recession of 2008. I have some time before I plan to stop working, but what do I do now to get my retirement back on track?…

Investment News

This Time, A Rate Rise May Be For Real

Like the boy who cried wolf, many financial advisers long have warned about an imminent run-up in interest rates, only to watch in disbelief as rates sank further…

US News & World Report


Your Client: Is retirement planning easier for singles?

Married or Single? Who has the advantage in retirement planning?…

Archived Articles:

Retirement is a Journey, Not a Single Milestone

The New Reality San Diego Wealth Management Firm Introduces Local Boomers to a New Perspective on Retirement..

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