Irvine financial planner advisor
Skip to content

What is High-Frequency Trading?

By Robert Pagliarini on April 9, 2014

Is Wall Street out of control? Main Street and Wall Street are abuzz over Flash Boys: A Wall Street Revolt, the new book from Berkeley-based journalist Michael Lewis (author of Moneyball and The Blind Side, London School of Economics graduate and former bond salesman). Flash Boys makes a couple of bold conclusions, which the media…

Read More

Economic Update 04/07/14

By Robert Pagliarini on April 8, 2014

PAYROLLS EXPAND BY 192,000 IN MARCH This gain almost met Wall Street’s expectations. Economists surveyed by Bloomberg had forecast 200,000 new jobs. March’s hiring didn’t move the Labor Department’s unemployment indicators much: the jobless rate remained at 6.7%, the labor force participation rate rose just slightly to 63.2, and the population of long-term unemployed still…

Read More

Inheriting Money: Why Anderson Cooper Says No Thanks

By Robert Pagliarini on April 4, 2014

CNN news-show host Anderson Cooper is the son of Gloria Vanderbilt — a successful fashion and interior designer and daughter to the Vanderbilt railroad and shipping empire who is believed to be worth $200 million. Is Anderson chomping at the bit for an inheritance? No. Here is what Anderson said this week in an interview…

Read More

Economic Update 03/31/14

By Robert Pagliarini on March 31, 2014

A SENSE OF OPTIMISM ON MAIN STREET The Conference Board’s consumer confidence index reached a six-year peak this month, climbing 4.0 points to 82.3. Analysts polled by Reuters had forecast a gain of 0.3 points to 78.6. Additionally, new Commerce Department data showed household spending rising 0.3% in February with household incomes up by the…

Read More

What Does Your Retirement Look Like?

By Robert Pagliarini on March 29, 2014

Financially, how might retirement differ from your expectations? To some degree, it will. Just as few weathercasters can accurately predict a month’s worth of temperatures and storms, few retirees find their financial futures playing out as precisely as they assumed. As you approach or enter retirement, you may find that your spending and your exit…

Read More

Economic Update 03/24/14

By Robert Pagliarini on March 24, 2014

FED TAPERS, CHANGES CRITERIA FOR A RATE HIKE Last week, the Federal Reserve disclosed another $10 billion cut for QE3 in April, and a view that declining unemployment would not necessarily prompt interest rate increases. Rather than peg rate hikes on the jobless rate dipping below 6.5%, the Fed will give greater weight to inflation…

Read More

What You Need to Know About Medicare Enrollment

By Robert Pagliarini on March 22, 2014

Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65. Your enrollment is also automatic when you are under 65, disabled, and receiving benefits from Social Security for 24 months. The exception to this would be for people with Amyotrophic…

Read More

Will the Fed Raise Interest Rates Earlier Than Expected?

By Robert Pagliarini on

Wall Street skips a beat on three words. The words were “around six months,” and they were spoken by Federal Reserve chair Janet Yellen at the Federal Open Market Committee’s March 19 press conference. Those three words sent the Dow south 190 points; it lost 114 points on the trading day. Specifically, Yellen was responding…

Read More

How to Stop Identity Theft

By Robert Pagliarini on

America is enduring a data breach epidemic. As 2013 ended, the federal Bureau of Justice Statistics released its 2012 Victims of Identity Theft report. Its statistics were sobering. About one in 14 Americans aged 16 or older had been defrauded or preyed upon in the past 12 months, more than 16.6 million people. Just 8% of…

Read More
Reach us at (949) 305-0500