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10 Most Frequently Asked Questions

The first question clients need to ask is, "How do I choose the right financial adviser?"  Anyone can advertise themselves as a financial planner, but that does not necessarily indicate education or experience.  Rich Jacobson, CFP® has passed rigorous testing and exams to become a Certified Financial Planner and Certified Wealth Strategist® professional

Is Investing in Real Estate Better Than Stocks?

With the recovery underway in the California real estate market and elsewhere in the U.S. it is interesting and timely to look at returns generated in residential real estate and compare this to returns generated in the equity markets