Hello Valued Clients! 👋 Excited for our latest edition? We’ve got a rich blend of real estate and market trends that are sure to intrigue!

  2024 Economic Insights: Navigating Growth, WorkplaceShifts, and New Year Ambitions January 19, 2024 🌟Welcome to Our Investment Newsletter – A Fresh Start for 2024!

Season Greetings, I hope this Newsletter finds you brimming with joy and good health. The holidays, a time of merriment and reflection, are just around

Happy Fall, As the leaves turn golden and the air becomes crisp (maybe not for San Diegans😜), we’re reminded of the passage of time and

September, 2023 A special note to my clients who are approaching retirement, including my own father (who might come across this message, 🤫): We’ll use my

August 2023   I’m back after an awesome trip through Europe, and super excited to share some amazing photos with you in our upcoming financial

July 2023    Happy July! Summer weather has finally arrived and it’s toasty. Let’s see how long we can withstand this year’s summer before begging

June 2023   Summer plans yet? AAA expects that more than 42 million Americans will travel 50 miles or more this summer (1), and global travel

May 19th, 2023 I hope spring is treating you all well. The weather has teetered from winter to summer conditions, while seemly skipping over spring.

Anybody who gets to know me learns sooner or later that I have a voracious sweet tooth and  See’s Candy is one of my greatest weaknesses.