Mission Wealth Management Formulates Retirement Strategy Geared for Success

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Investment & Market Update – December 2012

Global equity markets have had a strong year with particular strength in the past six months.  Economic difficulties still remain, but financial markets are attempting to discount near term fiscal cliff and European debt concerns against a longer term outlook comprised of record corporate profits, low interest rates, very accommodative monetary policy, and mild inflation.  [...]Read More

How to Cross-Check Financial Projections

By Brad Stark, Published in the Daily Sound’s “Ask Seth & Brad” column on June 9, 2012 Am I financially able to retire? What does the future hold for investments? How much can I spend in the future? How should I invest? If you have ever found yourself asking these questions, a Monte Carlo financial simulation [...]Read More

Picking the Winners

By Brad Stark, Published in the Daily Sound’s “Ask Seth & Brad” column on November 26, 2011 Dear S&B: I have been unsuccessfully trying different stock & mutual fund trading techniques, what is the best way to find the winners? Jeremy – Santa Barbara People have long tried to take the “risk” out of investing [...]Read More

Financial Privacy

By Brad Stark, Published in the Montecito Messenger’s “Montecito Money” column on January 11, 2012 Nothing exposes your wealth to the world as quickly as the court system as evident by recent celebrity divorces. While you can’t necessarily protect yourself from people filing lawsuits, you can avoid the most public court of them all, Probate. [...]Read More

Venture vs. Vulture Capitalists?

By Brad Stark, Published in the Daily Sound’s “Ask Seth & Brad” column on January 14, 2012 Dear S&B: What do these venture and vulture capitalist do? Stan – Santa Barbara Both of these groups are investors, they just focus on different types of investments. Let’s pick both of them apart and you make the [...]Read More

How to Fix the Pension Problem?

By Brad Stark, Published in the Daily Sound’s “Ask Seth & Brad” column on May 12, 2012 Dear S&B; With all the talk surrounding underfunded government pensions, how does one go about “fixing” them? Bruce – Santa Barbara If you want to fix an underfunded pension, the first thing you need to do is understand how [...]Read More

Money Perspectives

By Seth Streeter, Published in the Montecito Messenger’s “Montecito Money” column on May 25, 2012 It’s easy to lose perspective when it comes to money. This is true even for people who have received confirmation from experts that they have more than enough to sustain their lifestyle to age 100. A common belief is that [...]Read More

European Debt Debacle

Market-Moving Indicators for Monitoring Europe If you’ve struggled to make sense of the ongoing European debt debacle, you’re not alone. It’s difficult even to keep track of all the pieces of this financial Rube Goldberg puzzle, let alone understand how they can influence one another. Though new aspects of the situation seem to crop up [...]Read More

Wealth Worries

By Brad Stark, Published in the Montecito Messenger’s “Montecito Money” column on January 20, 2012 Do you worry about money? Do questions often arise in your mind such as “Do I have enough? Am I taking too much risk with my investments? Will I be able to maintain my current lifestyle throughout my retirement? Can [...]Read More