Finance
What to Look for in your Annual Life Insurance Review
Seriously, when is the last time you reviewed your life insurance? I don’t mean the letter you get (and probably throw away) from your insurance agent every year asking if you need more. I mean really sitting down and thinking about the life insurance you have, why you have it and what you are paying […]
Multi-Arts Programs Receive Funding for Summer Camps
This past summer the San Diego Foundation awarded the VAPA Foundation $900,000 to deliver an enriching expanded learning program for San Diego Unified School District (SDUSD) students as part of Level Up San Diego Summer 2022. As part of the award, the VAPA Foundation hired local arts organizations to offer summer camps at 12 schools […]
“I Did It” – The Story of Gina Champion-Cain
For those of us who knew Gina Champion-Cain, a Mission Hills resident, and the owner of numerous San Diego restaurants, two local markets and vacation properties, it’s still difficult to understand what motivated her to earn the title as the “mastermind behind the largest woman-led Ponzi scheme in US history—$400 million, plus or minus.” To […]
Three Ways to Help Aging Relatives Manage Their Finances
As the average age in America increases and more Baby Boomers retire, the so-called Sandwich Generation (those with school-age or young adult children and aging parents) are finding themselves having to assist both parents and kids simultaneously. Whether it’s helping to invest, pay bills or going to medical appointments as a second set of eyes, […]
Complexity as Job Security
We’ve all heard stories about the guy at work who makes his job seem far more complicated than it really is so that he becomes harder to fire or lay off. Complexity as job security is nothing new. And Wall Street product manufacturers are wizards at this. In the 1990s, as mutual funds were becoming […]
Inflation – Here to Stay
Like most investors, I’ve been surprised by both the magnitude and persistence of the inflation spike we’ve seen over the past several months. The forecasts continue to suggest that inflation should moderate somewhat by year-end and into 2023, but that doesn’t take the sticker shock out of the prices we’re paying today at the store […]
20 Years Later, “Enron by the Sea” Still Awash in Duplicity
By Kate Callen When a 2002 whistleblower’s report unleashed the city’s massive pension fund scandal, and San Diego was branded “Enron by the Sea,” humiliated city leaders vowed to clean up their accounting practices and operate in full view. Two decades later, a new generation of city leaders is devising new ways of fudging data […]
Insurance for International Travel in a COVID World
After more than two years of being stuck at home, there are a lot of people who are ready to pick up and go. ANYWHERE! International travel is more “adventurous” in the COVID era – the pandemic is still raging in much of the world, so the possibility that travel plans could be upset by […]
Ukraine and the Volatility in the Stock Market
As I write this article, Russia has finally made its move into Ukraine. After building up troops along the Ukrainian border, Vladimir Putin ordered a full-scale assault on Ukraine with the stated objective of replacing its government. I don’t want to minimize the impact this would have on Ukraine, which will be devastating, but the […]
Local Nonprofit Earns 2022 Kaleidoscope Award for Good Governance
During the 18th Annual Nonprofit Governance Symposium at the University of San Diego, it was announced that Just in Time for Foster Youth (JIT) was selected as the 2022 winner of the prestigious Kaleidoscope Award for Good Governance presented by The Nonprofit Institute at the University of San Diego. JIT won in the mid-size category for organizations that have an operating budget […]
