Did you see us on TV recently?
Stock Market & the Coronavirus Impact 2020
The coronavirus and an oil price war are fueling volatility on Wall Street. Financial advisor Brett Gottlieb stopped by Fox 5 San Diego to offer advice on how to plan and prepare for the ups and downs.
Bear Market 2020
The Dow suffered its worst one-day loss since 1987, ending the longest-running bull market in U.S. history. Financial professional Brett Gottlieb joined Fox 5 San Diego to explain what a bear market means for your money.
Federal Reserve Cuts Rates to Zero
The global economy continues to be impacted by the coronavirus. Financial professional Brett Gottlieb joined Fox 5 San Diego to talk about what the Federal Reserve’s latest interest rate cut means for consumers.
Dow closes down almost 3,000 points
The coronavirus continues to rock the global economy and disrupt the U.S. stock market. Financial professional Brett Gottlieb joined Fox 5 San Diego to talk about what we can expect moving forward.
In January 2020, the SECURE Act became law. Financial advisor Brett Gottlieb discusses some of the new provisions that will affect most Americans who are saving for retirement.
Tax Deadline Planning Tips
The tax deadline is just days away! Financial advisor Brett Gottlieb stopped by KSWB-TV to share the biggest tax planning mistakes and what we can do to set ourselves up for future success.
National Retirement Planning Week
Are you ready for your financial future? No one wants to end up penniless. Financial professional Brett Gottlieb joined KSWB-TV to celebrate National Retirement Planning Week. He shared tips to plan for the future.
10-YEAR ANNIVERSARY OF S&P 500 BOTTOM (GREAT RECESSION)
10 years after stocks hit rock bottom, there are lessons we can learn from the aftermath of the Great Recession. Check out this interview on FOX 5 San Diego with Raoul Martinez, where Brett Gottlieb talked about how people can plan for retirement during a volatile market.
File Taxes Early
Our very own Brett Gottlieb stopped by FOX 5 San Diego this morning and visited with Raoul Martinez to share four reasons why we should file our taxes early.
January 12th is #QuittersDay, when many of us have already given up on our #NewYearsResolutions. Our founder, Brett Gottlieb, shares five tips with Fox 5 San Diego to get your resolutions back on track in 2019.
Our own Brett Gottlieb stopped by FOX 5 in San Diego to offer tips on holiday tipping.
Brett is busy writing a new book! Please check back soon for book updates.
Check back soon for informational videos from our advisors on retirement planning topics.
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