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Tuesday, June 7, 2016

I'm not one for riding roller coasters much these days, but I do have some good advice for the rest of you thrill-seekers. While roller coasters might seem dangerous, they're actually quite safe. In fact, pretty much the only way you...

 

Friday, June 3, 2016

Graduating college is exciting for everyone. For students, it's the culmination of four years of hard work, sleepless night and countless cups of coffee. For parents, it's the final step in the evolution from child to adult. They're...

 

Monday, May 23, 2016

In an article I read a few years back, I was struck by a piece of advice offered by Paul Graham, a venture capitalist and highly respected entrepreneur. Graham compared running a business to a science experiment, claiming leaders...

 

Sunday, May 8, 2016

Whenever there's even the slightest dip in the market, the media loves to make a big fuss about it. They'll repeat statistics and index drops and so forth, creating an air of panic over what amounts to an insignificant blip on the...

 

Sunday, May 1, 2016

I've always admired those who have dared to be different. In the face of mounting criticism and the peer pressure to conform, brilliant minds like Thomas Edison, Albert Einstein and Steve Jobs struck out on their own, determined to...

 

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Sunday, April 10, 2016

If you've ever awoken in the early hours just to make a quiet trek in hopes of landing the prize of a lifetime, you understand the process and joys of hunting. On a recent trip to Texas, I experienced these joys on a feral hog hunting...

 

Monday, March 21, 2016

I've have been working in wealth management for a large portion of my professional life, so I've been privy to the many ups and downs of the markets: oil swings, real estate changes, foreign worries. While there's no denying these...

 

Monday, March 7, 2016

I've always believed a man who sticks to his principles is a man worth admiring. Abraham Lincoln, Winston Churchill, Martin Luther King Jr.—all fantastic examples of men who stuck to their guns despite challenges and opposition,...

 

Monday, February 22, 2016

Throughout both my personal and professional life, cultivating a persistent attitude has served me in so many ways. When I set out to build Lindsey & Lindsey Wealth Management, it wasn't easy. I left a place where I was established and...

 

Monday, February 8, 2016

The stock market's landing into 2016 has certainly been a rough one. With the drop in oil prices, concerns over China's economic future, and quite a bit of fear plaguing the media, the market has had a fairly dismal January. What's a...

 

Sunday, January 24, 2016

Death is a tricky subject. It's certainly not something we like to think of very often, nor is it something we regularly discuss with others—perhaps aside from our conversations with our priests and pastors, or in our prayers to God....

 

Wednesday, December 30, 2015

What's your dream retirement? Is it a vision of a cold cocktail on a nice beach, perhaps with a cigar in hand? Maybe it's the feel of cold air on your face as you finally master that double black diamond run in the Rockies. It may be...

 

Monday, December 28, 2015

The United States is facing a retirement deficit between $6.8 and $14 trillion, according to the latest research from the National Institute on Retirement Security. Unfortunately, the situation is even more precarious for women: The...

 

Friday, December 11, 2015

The principles of avoiding debt and maintaining financial freedom are simple: spend less, save more. But to Americans who are struggling to get by financially, this formula can sometimes present a major challenge. Debt was a trigger...

 

Tuesday, December 1, 2015

If you've ever sought out a financial advisor, you know how difficult it can be to find someone you can trust with your hard-earned wealth. Promises are made in every direction. Advice is doled out without caution. It's difficult to...

 

Monday, November 16, 2015

There are tons of articles on the Internet providing various strategies and tips about saving for retirement, and a great many "How-To" headlines: how to save, how to invest, how to plan. While these pieces of advice are very valuable,...

 

Monday, November 2, 2015

Some weeks ago, the market took a big dip. Some analysts claimed it was the beginning of another huge crash, while others predicted that it was a road bump and nothing more. With so many competing opinions from experts, many investors...

 

Monday, October 19, 2015

Welcoming a new child into your family is one of the most joyous occasions any couple can celebrate together. Bringing a baby into the world to love and care for is unlike any other experience. I'm overjoyed to announce that my...

 

Monday, October 5, 2015

It's an unfortunate reality that there's a lot of bad money advice floating around on the Internet. With the expansion of the blogosphere, pretty much anyone can claim to be a money expert.

 

Monday, September 21, 2015

Unfortunately, in today's business world, words like honesty and integrity are largely seen as buzzwords — lacking meaning or significance when they are ascribed to a company or corporation. While these words may sound intriguing...

 

Monday, September 7, 2015

For many of us, the word “millionaire” conjures up visions of rich moguls throwing dollars around on Wall Street — just like in the movies. These popular images make us think that being a millionaire must involve...

 

Monday, August 24, 2015

Wedding season is upon us once more, and I love watching many couples take the exciting plunge into married life. Weddings are a wonderful time to celebrate community and connection, and the wedding cake and champagne aren't a bad...

 

Monday, August 10, 2015

The golden years: After tens of thousands of working hours, it's now your time to do what you want. Travel the world. See Paris. Go fishing. Or maybe even something as simple as quietly reading a book or actually enjoying the morning...

 

Monday, July 27, 2015

While we all like to give and be given second chances, the sad fact is that your economic past has the ability to make or break your financial future, especially when it comes to your credit score. For better or worse, those three...

 

Monday, July 13, 2015

Ah, summer. The kids are out of school, the weather’s warming up, and you're planning that family getaway where you can finally spend some time with your loved ones and just relax. But then there's the bothersome question of budgeting...

 

Monday, June 29, 2015

Are you thinking of making this 4th of July the day you declare your independence from debt? If so, congratulations! If not, consider setting that goal for yourself between now and next Independence Day. The average credit-card debt...

 

Monday, June 15, 2015

How's your savings account looking right now? If you're like most people in the United States, it's likely that you're finding it difficult to build that number in your bank account up to one you can be proud of. After spending most of...

 

Monday, June 1, 2015

The times, they are a-changing, and increasingly we are trusting the Internet with our most personal data. This makes our lives easier in many ways. However, with the potential for accounts to be hacked, safe banking online requires...

 

Monday, May 18, 2015

Occasionally I like to use the blog to highlight an organization that is doing good work on behalf of others in my community. My family and I love the community of Simi Valley and are proud residents. One local organization that is...

 

Monday, May 4, 2015

Do you have a comprehensive estate plan? It may not be the most polite question to ask, but as a financial planner I know the importance of discussing all of my client's potential financial issues, even the difficult ones. Estate...

 

Monday, April 20, 2015

Life occasionally throws us unexpected curve balls. Whether it's a hail storm, a car accident, or a health issue, there are some things we just can't see coming. When they occur, these curve balls can either be met with a strike or a...

 

Monday, April 6, 2015

As a financial advisor, I handle many questions from my clients about investing their money, planning for the future, and protecting their finances. One of the things I am passionate about is helping them avoid the minor financial...

 

Monday, March 23, 2015

Let's face the facts: higher education is expensive, more now than ever before. In fact, going to college continues to become more costly each year. However, no matter how difficult it may be to afford, the long-term benefits of a...

 

Monday, March 9, 2015

As I've discuss previously on my blog, I believe that giving back is an essential component of a meaningful and successful life. Identifying the causes that mean the most to us and doing our best to make a contribution opens us up to...

 

Monday, February 23, 2015

Have you seen the ad from Charles Schwab that depicts the curious son with the dumbfounded dad talking about wealth management? I agree with the ad's premise that if you aren't asking some pretty basic questions of your financial...

 

Monday, January 26, 2015

When you're passionate about something, you tend to see it everywhere you look. Football fans have been lucky for the past few weeks — their passion really has been everywhere as Super Bowl fever reached its peak a week ago when...

 

Monday, January 12, 2015

I love a good cigar. Like many of the finer things in life, cigars provide a sense of occasion and ritual. This is why we enjoy marking the closing of a deal, celebrating the beginning of a new partnership, or announcing the birth of a...

 

Monday, December 29, 2014

We all want to leave a legacy. We want to matter in the present and to continue to matter well into the future. Despite these truths, legacy can be hard to discuss because it requires an implicit realization that we will not be around...

 

Monday, December 15, 2014

I am honored to be chosen forThe 2015 Five Star Wealth ManagerSM AwardRecognized for Service to Clients! Look for me in the award section in the January issue of the Los Angeles Magazine. Only a very limited group of all the Wealth...

 

Monday, December 1, 2014

Christmas is a time for giving. We celebrate and spread joy within our families by giving gifts, but also by giving to others. In fact, CharityNavigator.org predicts that at least $100 billion from individual donors will pour into...

 

Monday, November 17, 2014

\Few things are certain in life, but filing taxes is one of them. Every spring, Uncle Sam (aka the U.S. Internal Revenue Service or IRS) comes knocking at the door, beleaguering hard-working tax payers with the task of gathering and...

 

Monday, November 3, 2014

Have you ever watched the show MythBusters? I love how Jamie, Adam, and the MythBusters Team scientifically debunk or uphold myths that are prevalent in our society. There isn't a myth they won't take on, and the show got me thinking...

 

Monday, October 20, 2014

There's been a lot of talk about Millennials and money recently. This generation is saddled with historically high amounts of college loan debt and in many areas facing prohibitively expensive housing costs. They came of age at the...

 

Monday, October 6, 2014

My parents taught me a lot of life lessons growing up, one of the most valuable being "It’s better to give than to receive.” When Mom and Dad shared this virtue, it was part of a lesson in the value of generosity -- if you give...

 

Monday, September 22, 2014

The discipline of "saving for a rainy day” has been on the decline for many years as our immediate gratification society has taken over. We want what we want, and we want it now. Modern technology allows us to buy things at the click...

 

Monday, September 8, 2014

In this age of incredible advancement in science and technology, we've become used to looking to the future for the next big thing, the breakthrough idea, or the answer to all our current problems. While it's true that many exciting...

 

Monday, August 25, 2014

This post is the third in a series that I have titled “1-800-NO-HELP.” Every major discount bank or financial advising company has a 1-800 phone number that clients can call when they need assistance. I call these numbers...

 

Monday, August 11, 2014

This post is the second in a series that I have titled “1-800-NO-HELP.” Every major discount bank or financial advising company has a 1-800 phone number that clients can call when they need assistance. I call these numbers...