Featured post:

Why Real Estate is Overlooked by Most Financial Advisors

When you mention real estate investment to many financial advisors, you may just get a look of concern or confusion. It’s not that they don’t believe it is another way to build wealth. It’s that they may not fully understand… Read Now >>

Webinar: Financial Market Outlook

February 3, 2016

We recently hosted a webinar for our clients. Watch the webinar to hear our perspective on the recent behavior of the financial markets.


FIVE STAR Wealth Manager Award

February 3, 2016

We were honored this month to be recognized by Five Star Professional in San Diego Magazine to be in the top 5% of San Diego based wealth management firms with exceptional customer satisfaction.   The award is offered to a select… Read Now >>


The American Dream: The Market Report with Matt Rinkey

February 3, 2016

Matt Rinkey appeared on The American Dream TV show to talk about bear markets, the recent volatility and how to manage your investments to weather all of the markets temporary declines. Do you know what the average intra-year stock market… Read Now >>


Matt on The Craig Sewing Show – January 20th, 2016

January 22, 2016

Here’s Matt’s January, 20th 2016 appearance on The Craig Sewing show discussing the volatile stock market and the outlook for the rest of 2016.    


Matt Rinkey featured at Bankrate.com on Gold

January 14, 2016

Some conspiracy theorists speculate that humans were put on Earth to mine gold for aliens. That would partly explain people’s fervent obsession with the stuff, including investing in gold. As jewelry, gold shines. But as an investment, the track record… Read Now >>


Illumination’s January 2016 Insights for the New Year

January 11, 2016

A lot happened in 2015 in all of our financial lives: career changes, retirement, new children, marriage, new homes. Beyond that, the U.S. stock market experienced a correction which we haven’t seen in a while, and the Fed increased interest… Read Now >>


The American Dream January 2nd, 2016

January 5, 2016

Matt Rinkey was on Craig Sewing’s the American Dream to talk about how to the recent Federal Reserve Board interest rate hike may affect your portfolio and overall financial life. Matt discusses how the pace of interest rates hikes affect the… Read Now >>


December 2015: Reward Yourself

December 9, 2015

Did you get all of your gift shopping done on Black Friday, Cyber Monday, and what some retailers are now calling Cyber Week? We thought we should wait until all of the sales e-mails were cleared out of your inbox… Read Now >>


2015 Year End Financial Challenge

December 8, 2015

2015 is drawing to a close. Have you done everything you can to maximize your financial life this year? Why not take our Year End Financial Challenge. For each day until the end of the year, we’ve provided an action… Read Now >>


Want to reach your goals? Pretend you’re a dog.

December 2, 2015

As we approach the end of the year, it’s a good time to reflect on the past year, celebrate your accomplishments, and consider changes for next year. This practice applies not just to your personal or professional life, but also… Read Now >>