Are U.S. Markets Bubbling Up? With new all-time highs this week in the S&P500 and the Dow Jones Industrial Average (DJIA), many are starting to worry about potential bubbles, especially…
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A Little Skepticism Goes a Long Way We recently received an email from a client requesting their current account balances. On the surface, this small request seems harmless, right? Well,…
The Grandest of Tea Parties As of late, the GOP’s Tea Party has been in the public spotlight. However, unbeknownst to many, the global tea industry is the bigger reason…
You can always learn from a bad example. If you’ve ever heard me discuss my philosophy on investing, you know that I believe in the institutional process. I even committed…
In November, 2012 the Pacific Coast Business Times ran the following article in which Kevin gives helpful advice for people planning their retirement.
“What’s a wealth manager anyways? Don’t you all call yourselves wealth managers? I can’t tell any of you apart. ” That question has been asked of me many times over…
This review of Kevin Bourke’s book, Make Your Money Last a Lifetime®, originally appeared in Kirkus Review’s June 1st, 2013 issue. To view a PDF of the review, continue reading or click…
Jane was having the time of her life. The family business had been successful over the decades and she and her husband, Ralph, were enjoying all the things they’d dreamed…
This article originally appeared in the Montecito Journal on September 5th, 2013. Investment Fees or Investment Cost? By Kevin Bourke Are you old enough to remember the Pink Panther movie…
As you meet with your CPA this tax season, I suggest you give them the following list of questions. Some CPAs may be too busy to do comprehensive tax projections as part of the tax-preparation appointment, but that should not preclude you from asking the following.
The following article originally appeared in the Pacific Coast Business Times on July 3rd, 2013. Planning Your Finances By Kevin Bourke Wednesday, July 3rd, 2013 “It feels like I’m playing…
This article originally appeared in the Santa Barbara Independent online on February 27, 2010. To see the PDF of the article, click here. Is a Conversion Right for You? By Kevin Bourke…
This article originally appeared in the Santa Barbara Independent online on May 12, 2009. To see the PDF of the article, click here. Consider Rolling Everything Into an IRA By…
This article originally appeared in the Santa Barbara Independent online on February 10, 2009. To see the PDF of the article, click here. Is It Good Money After Bad-or Not? By…
This article originally appeared in the Santa Barbara Independent online on November 21, 2008. To see the PDF of the article, click here. ‘Tis the Season to Reduce Your 2008 Taxes…
This article originally appeared in the Santa Barbara Independent online on June 22, 2008. To see the PDF of the article, click here. By Kevin Bourke Sunday, June 22, 2008…
This article originally appeared in the Santa Barbara Independent online on May 18, 2008. To see the PDF of the article, click here. Pretend It Doesn’t Exist By Kevin Bourke Sunday,…
This article originally appeared in the Santa Barbara Independent online on May 3, 2008. To see the PDF of the article, click here. Why a Minority of Tax Preparers Don’t…
This article originally appeared in the Santa Barbara Independent online on January 19, 2008. To see the PDF of the article, click here. Six Pitfalls to Avoid By Kevin Bourke…
This article originally appeared in the Santa Barbara Independent online on January 19, 2008. To see the PDF of the article, click here. It’s All in the Allocation By Kevin Bourke…