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The Investment You Never Hear About

By Robert Pagliarini on April 23, 2020

If you think bonds are boring, think again! While this type of investment rarely gets mentioned, it will offer your portfolio critical protection during volatile times like these. Learn how you should diversify your portfolio with bonds in today’s podcast episode, and see the full transcript below.

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Why Is the Stock Market Going up & Will It Drop Again?

By Robert Pagliarini on April 21, 2020

We’ve witness some very strong gains in the stock market over the last few weeks – a welcomed change since the lows of March 23rd. The questions many investors have now are why? and will these recent gains last? Learn the answer to both in today’s podcast episode!

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What You Are Investing In

By Robert Pagliarini on April 7, 2020

Looking back at the past 50 years, we’ve seen crushing recessions, high unemployment, chaos and uncertainty, but throughout all the turbulence, the market has continued to go up. Coronavirus will be temporary, and despite the magnitude of the current health and financial crisis, remember that we will recover and prevail. In times of uncertainty, take…

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What Should Investors Do Now?

By Robert Pagliarini on March 26, 2020

Here are a few steps to help safeguard your portfolio and finances during turbulent times. By implementing these ideas, you may even come out ahead!

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A Brief Look At Historical Market Drops

By Robert Pagliarini on February 27, 2020

The global stock market has declined in recent days as markets focus on the spread of coronavirus in China and around the world. And while the human toll of this epidemic should not be downplayed or overlooked, it is perhaps the short-term panic in financial markets that have been more contagious. In times like these,…

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Moving Out of a High Income Tax State

By Robert Pagliarini on February 11, 2020

Are you looking to move to a lower income tax state in preparation for retirement? Be sure to follow these basic rules to ensure you don’t get penalized in case of an audit!

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The Problem with the 4% Rule

By Robert Pagliarini on January 21, 2020

What happens if the market is volatile when you retire? Today’s podcast episode discusses a major problem with the 4% rule that all retirement savers and soon-to-be retirees need to be aware of. Listen now and read my latest column on Forbes for more details on the 4% rule.

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Investment Summary For 2019 & What To Expect In 2020

By Robert Pagliarini on December 17, 2019

Stock markets are riding high as we approach the end of 2019. What’s more, the largest pullback in the S&P 500 this year was only 7%. There are three key reasons for this outsized performance, and one important takeaway for investors as we enter 2020. Perhaps the most important reason that major markets have experienced…

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Everything You Wanted To Know About the Retirement Income 4% Rule

By Robert Pagliarini on November 12, 2019

Have you heard of the 4% rule? How much can you safely withdraw from your retirement portfolio and not run out of money? Is allocating 75% of your portfolio to stocks a risky move? In today’s episode of Financial Transitions, we’ll explore everything you need to know about the 4% rule. Learn how you can…

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Robert Speaks at The American College Commencement Ceremony

By Robert Pagliarini on October 22, 2019

 Knowledge Summit 2019: Robert Pagliarini Speech from The American College Studios on Vimeo. A message from Pacifica Wealth Advisors President Robert Pagliarini… On Saturday, I participated in my PhD graduation ceremony at The American College in San Diego. I was honored to be selected as this year’s student speaker at the event. It was…

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