A Disappointing Black Friday…Weekend? Although there has been much noise about adding Thanksgiving Day to Black Friday, creating a four day shopping extravaganza, the sales figures do not support the media attention. Total sales actually fell 2.9% from last year.…
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 in equity markets. With the Federal Reserve purchasing $85 billion…
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 email continued with, “I’m currently taking care of an…
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 to party. Valued at 90 Billion dollars, the tea industry…
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 to it in Chapter Two of my book, Make Your…
“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 the years, so I thought I’d offer an answer today. In…
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 here. TITLE INFORMATION MAKE YOUR MONEY LAST A LIFETIME® Bourke,…
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 about. They enjoyed travel, helping the kids and grandkids, supporting…
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 series starring Peter Sellers as Inspector Clouseau? In one famous…
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 ‘whack a mole.’ As soon as I put out one…
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 Saturday, February 27, 2010 What in the world is a…
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 Kevin Bourke Tuesday, May 12, 2009 Like so many, Mary…
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 Kevin Bourke Tuesday, February 10, 2009 Mike from Santa Barbara…
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 By Kevin Bourke Friday, November 21, 2008 Already we are…
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 I’ll be eligible to take social security soon. But I…
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, May 18, 2008 Kevin, we hear a lot about the…
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 Approve of After-Tax IRA Contributions By Kevin Bourke Saturday, May…
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 February 23, 2008 Dear Kevin, I want to contribute to…