Tuesday, January 9, 2024

“The future belongs to those who see possibilities before they become obvious.” JOHN SCULLEY, 1939 – present; Former CEO of PepsiCo and Apple....

Tuesday, October 10, 2023

“The ability to buy securities – particularly common stocks – successfully is the ability to look ahead accurately... It requires a skillful mental balance between facts of the past and the possibilities of the...

Tuesday, October 10, 2023

The transition of all of our client accounts from TD Ameritrade Institutional (TDAI) to Schwab Advisor ServicesTM (Schwab) was officially completed over the Labor Day weekend with no significant problems.

Thursday, July 13, 2023

Since Schwab’s acquisition of TD Ameritrade closed in October 2020, TD Ameritrade Institutional (TDAI) and Schwab Advisor Services TM (Schwab) have been actively working to bring their two companies together. Account conversion is...

Thursday, July 6, 2023

“Most people get interested when everyone else is. The time to get interested is when no one else is. You can’t buy what is popular and do well.” WARREN BUFFETT, 1930 – PRESENT, CHAIRMAN & CEO BERKSHIRE...

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Tuesday, May 9, 2023

Six Surprising Facts About Retirement Confidence. 1 in 3 retiree report higher expenses than anticipated. 20% of retirees find that extended care costs, which Medicare doesn't cover are much higher than expected. It's never too late...

Thursday, April 6, 2023

How quickly things change! Those gains unraveled quickly as the stock market shifted into reverse in February amid a stream of hotter-than-expected economic releases, including the above-mentioned data on the labor market and consumer...

Wednesday, April 5, 2023

We Are Moving to a New Location! As of Monday , May 22, 2023 our New address is 13480 Evening Creek Drive North, Suite 250, San Diego, CA 92128.

Wednesday, March 15, 2023

Both the Internal Revenue Service (IRS) and the state of California Franchise Tax Board, has given taxpayers more time to file their taxes after the state has been hit with a period of severe weather over this past winter season. While...

Wednesday, March 8, 2023

Contributing to an individual retirement arrangement (IRA) is a great way to grow your retirement savings and benefit from tax-sheltered investment growth or tax-free growth in a Roth option. The annual IRA contribution limit in 2023 is up

Tuesday, February 7, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up to...

Tuesday, January 3, 2023

“You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets.” Peter Lynch, 1944 - present, legendary mutual fund manager and investor

Thursday, December 15, 2022

Telos Capital Management has continued its mission to support our local charities and families in need throughout the year. We are proud to be partners in support to these important organizations and their programs...

Wednesday, November 16, 2022

If you are 65 and older, December 7th is an important deadline for Medicare Enrollment. Between October 15th and December 7th each year Medicare eligible enrollees have the option to review their coverage options and change plans. Changes..

Saturday, October 1, 2022

“It will be a rough road ahead as we feel the brunt of new Fed policies designed to undo the damage done by policies that created our current inflation problems.” National Federation of Independent Business (NFIB)...

Friday, July 1, 2022

“That hurricane is right out there down the road coming our way. We don’t know if it’s a minor one or Superstorm Sandy. You better brace yourself.” Jamie Dimon, 1956 – present, CEO of JPMorgan Chase

Thursday, April 7, 2022

“The secret for winning in the stock market does not include being right all the time… The key is to lose the least amount of money possible when you are wrong.” William O’Neil, 1933 – present, American...

Wednesday, February 9, 2022

An RIA's primary purpose is to manage his or her clients assets and advise them on the best course of action to maximize their wealth.

Saturday, January 8, 2022

Thursday, October 7, 2021

“No amount of sophistication is going to allay the fact that all your knowledge is about the past and all your decisions are about the future.” Ian H. Wilson, 1923 – 2014, former GE executive´╗┐´╗┐...

Friday, July 2, 2021

Saturday, April 3, 2021

Wednesday, January 20, 2021

“We have two classes of forecasters: Those who don’t know – and those who don’t know they don’t know.” John Kenneth Galbraith, 1908 – 2006, Canadian-American economist, diplomat, and public...

Thursday, April 23, 2020

Thursday, February 20, 2020

Friday, February 14, 2020

Tuesday, January 7, 2020

Wednesday, July 10, 2019

Friday, February 8, 2019