by Lou Barberini | Mar 2, 2023 | Uncategorized
Historically, it was advisable for investors to balance their investments and/or their retirements accounts between fixed income investments and stock/mutual fund investments. Fixed income investments could be described as certificates of deposits, stable value...
by Lou Barberini | Jan 19, 2023 | Uncategorized
In my November 2nd column, I questioned how self-appraised real estate investments purchased by public pensions, like the San Francisco Employees’ Retirement System (SFERS), had appreciated in value, while at the same time comparable investments that are...
by Lou Barberini | Mar 2, 2022 | Uncategorized
If you work for the city or if you are a city taxpayer, you should be concerned that the ultimate responsibility for the viability of the San Francisco public employees’ pension falls on your shoulders. With that in mind, consider this question: Would you prefer 1,000...
by Lou Barberini | Apr 30, 2020 | Uncategorized
With the stock market hitting severe turbulence, the sales pitches are going to increase for tax-free, riskless savings and investment vehicles that will grow and escape estate taxes. Beware! Many salespersons cloak the wolf of extremely high-commission insurance...
by Lou Barberini | Feb 2, 2020 | Uncategorized
If you don’t have a living trust, a married couple should not hold their property titled as “community property.” Huh? If your house or brokerage account is titled as “community property,” a surviving spouse will pay a probate tax when they receive their deceased...
