Looking Out for YOUR Best Interests

Carmel Valley Financial Planner Login

To access you personal financial website, click here

To access your custodial institutional websites, click here

To access ADV forms, click here



Radio Archives

August 15, 2015 - Discussion on stocks, bonds, commodities and currency using a burn scale, 1st 2nd or 3rd degree

July 25, 2015 - Direct and indirect influence to pay attention to when allocating one's portfolio

July 18, 2015 - 3 lessons to be learned from the volatility of the stock markets in the last 6 months

July 11, 2015 - Nine money moves that could kill your retirement.

July 04, 2015 - The Portfolio Doctors discuss the CFA Institute's seven deadly sins of investing and how they affect your personal investment strategies.

June 27, 2015 - Greece and Global Debt Levels Add Worry to the Market. Dan and Steve play "True, False or Bologna?"

June 20, 2015 - The Portfolio Doctors discuss ETFs (Exchange Traded Funds) and Target Date Funds and what part they should play in your overall retirement investment portfolio and understanding how to make the right investment decisions based on your goals and not emotion.

June 13, 2015 - Is the market growing for the right reasons? The impact of global government debt.

June 6, 2015 - The importance of reviewing, adjusting and sticking to your financial plan.

May 30, 2015 - The Strength of the US Dollar, Interest Rates and Global Deflation

May 23, 2015 - Full Employment? The Underemployed Can't Retire

May 16, 2015 - Steve and Dan converse about the current conjecture about whether or not the FED will raise interest rates.

May 9, 2015 - Ensuring that you are saving enough to live comfortably all the way through your retirement years.

March 28, 2015 - Understanding the Credit Managers Index how it can be an important indicator of the coming economic climate.

March 21, 2015 - American economy surges while the rest of the world still struggles.

March 14, 2015 - Dan and Steve are joined by Amy Mullen, founder of Bookkeeping Made Easy, to talk about her experience with running a small business.

March 7, 2015 - 5000 may be a ceiling for NASDAQ because the global economy is not as strong as US economy.

February 28, 2015 - The best way to make money is not lose money. The positive economy effects are finally being felt my the bottom economic tier.

February 21, 2015 - A discussion on how researching a company does not necessarily give you the insight to make accurate projections of its future performance.

February 7, 2015 - A discussion on how risk sneaks into a portfolio and the paradox of both the Stock Market and the Bond Market doing well at the same time.

January 24, 2015 - What is the Big Mac Index?

January 10, 2015 - The value of paying down high interest debit over saving money when creating a budget.

January 3, 2015 - A 5% GDP growth in the last quarter probably due in part to lower gas prices.



Dan Osgood, CFP®

11622 El Camino Real
Suite 100
San Diego, CA 92130


(map it)

888.710.4911

Email

Linked In Financial Planning in Carmel Valley


Dan Osgood and Steve
Bick are on the radio
from noon-1pm on
1170 AM KCBQ on
Saturday afternoons


The Portfolio Doctors Radio Show
Listen to Finance Talk Radio Live!


Talk Show Archives