Troy Robertson

Frank dialogue and forward planning is invaluable when your parents go through this process. There are lots of decisions to be made. And it is better to make those decisions in advance.

The question, Where do I want to retire?, is one of the most, if not the most important question you need to ask yourself when planning to leave the workforce. https://www.financialplannersandiego.com//is-leaving-calif

It looks like every person is speculating on which will be better for the stock market: an election of the former Vice President Joe Biden or a re-election of President Donald Trump. While opinions can be extremely polarizing by each person’s political preferences, the final outcome is going to be interesting for the market... https://www.financialplannersandiego.com//biden-vs-trump-w

Don’t think for a minute that your investment portfolio should stick exclusively to the traditional stocks and bonds structure. Today’s market can be quite challenging when trying to evaluate which opportunities will be the most profitable. Commercial Real Estate is an asset class that can bring you several benefits. https://www.financialplannersandiego.com//think-real-estat

What if I told you there are structured notes that have an objective of making you enjoy the highs of the stock market and takes a lot of the risk when the market is low. You'd think I'm crazy, right? Well... https://www.financialplannersandiego.com//buffered-index-p

Why do 401(k) plans still make sense? These 4 reasons will explain why: https://bit.ly/2EbHvXG