Tag Archives: San Diego Financial Advisor

San Diego Financial Advisor News: U.S. Trust Study Indicates That Even High Income Earners Have Retirement Fears, PART 2

Welcome to the second installment of this two-part blog post on the retirement fears faced by the majority of America’s high income earners. In Part 1, San Diego financial advisor for JKL Wealth Management, John Lohrenz, explained the results yielded by 2013 Insights on Wealth and Worth: a survey done of 711 affluent Americans by […]

San Diego Investment Advisor News: U.S. Trust Study Indicates That Even High Income Earners Have Retirement Fears, PART 1

You would think that those with $10 million dollars or more sitting in the bank and in assets would feel quite optimistic about their financial future, but according to a recent study performed by the U.S. Trust Bank of America Private Wealth Management, only 40% feel secure about the future. San Diego investment advisor for […]