Bradly Stevens

Pacific Advisors - Financial Services Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through On

09/13/2024

What's your biggest financial regret? 🤔😥😱😞

• A. Not starting to save earlier
• B. Making impulsive purchases
• C. Not investing in a retirement account
• D. Taking on too much debt
• E. Other*
(Answer in the comments)

Dog Bites and Homeowners Insurance 09/13/2024

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Extended Care: A Patchwork of Possibilities 09/11/2024

The key to in retirement might be a patchwork of different choices.

Extended Care: A Patchwork of Possibilities What is your plan for health care during retirement?

The Devastating Financial Fallout of Wildfires in Southern California 09/11/2024

The recent spate of wildfires ravaging Southern California has left a trail of destruction that extends far beyond the charred landscape. While the immediate loss of homes, lives, and wildlife is undoubtedly tragic, the long-term...

The Devastating Financial Fallout of Wildfires in Southern California

Protecting Your Business from the Loss of a Key Person 09/09/2024

For a small business, the loss of a key person could cause financial hardship.

Protecting Your Business from the Loss of a Key Person Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Monthly Market Insights | September 2024 09/06/2024

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 Monthly Market Insights | September 2024 U.S. Markets Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates. The Dow Jones Industrial Average rose 1.76 percent, while the S&P 500 Index tacked o...

09/06/2024

In both wine and financial strategizing, you can build a product to savor by using quality ingredients, time and professional guidance.

Just a moment...

The ABC’s of Auto Insurance 09/04/2024

It isn't whether you should have auto insurance - it's what kind you should have.

The ABC’s of Auto Insurance What kind of auto insurance should you have? Do you know?

09/02/2024

Amid the emotional and financial tumult of a divorce, it’s critical to ensure that you’re properly covered by insurance. If you’re recently divorced, or going through a divorce, here are some steps to take to ensure that you’re protected.

Just a moment...

08/30/2024

What’s your biggest financial fear?

A. Market volatility
B. Tax uncertainties
C. Retirement planning
D. Succession planning
E. Other

Coaches 08/30/2024

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

08/28/2024

Check out this informative video on bull and bear markets to better understand how the stock market works!

Just a moment...

08/26/2024

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Just a moment...

08/23/2024

Given the current economic climate, what is your top financial priority for the next year? (answer in the comments below)

-Saving more money
-Reducing debt
-Investing in stocks or bonds
-Planning for retirement
-Buying a home
-Other (please specify)

, , , , , , , , , ,

How to avoid accidentally disinheriting your spouse 08/23/2024

Make sure you are reviewing your will to ensure your spouse isn't unintentionally disinherited.

How to avoid accidentally disinheriting your spouse

Should You Tap Retirement Savings to Fund College? 08/21/2024

There are many factors to consider before tapping retirement money to pay for college.

Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college.

Behavioral Finance 08/19/2024

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors.

08/16/2024

**Poll Question:**

How confident are you in your current retirement savings plan? (Post your answer in the comments)

A. Very confident
B. Somewhat confident
C. Not very confident
D. Not confident at all

**Follow-up question:**

What are your primary concerns about retirement planning?

Does Your Portfolio Fit Your Retirement Lifestyle? 08/16/2024

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio.

AI and Your Wallet: How Artificial Intelligence is Changing the Way We Manage Money 08/15/2024

Artificial Intelligence (AI) has seeped into nearly every facet of our lives, from entertainment to healthcare. Now, it's making significant strides in the world of finance, promising to revolutionize how we manage our money. AI: Your...

AI and Your Wallet: How Artificial Intelligence is Changing the Way We Manage Money Take control of your finances with AI. This blog post explores how artificial intelligence is changing the way we budget, invest, and protect our money.

Once Upon a Goal 08/14/2024

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Once Upon a Goal Do you know how to set up your financial goals for success? This knight does.

Political Parties and the Stock Market: A Deeper Dive 08/13/2024

The persistent notion that a specific political party is inherently better for the stock market is a common misconception. While economic conditions undeniably influence market performance, the correlation between political party...

Political Parties and the Stock Market: A Deeper Dive Uncover the truth about how politics impacts your investments. This blog explores the correlation between political parties and stock market returns, providing valuable insights for investors.

Mutual Funds vs. ETFs 08/12/2024

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Mutual Funds vs. ETFs Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

08/09/2024

What's your biggest financial goal for the rest of the year? (Answer in the comments)

A) Pay off debt
B) Save for a down payment
C) Increase emergency fund
D) Invest in retirement
E) Other (comment below)

Why you should have an emergency fund 08/09/2024

Many Americans are unprepared for an emergency. It's important to make sure you’re covered for things that could pop up unexpectedly.

Why you should have an emergency fund Many are unprepared for an emergency. It's important to make sure you’re covered for things that could pop up unexpectedly.

Monthly Market Insights | August 2024 08/08/2024

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Monthly Market Insights | August 2024 U.S. Markets Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates. The Dow Jones Industrial Average led in July, picking up 4.41 percent. The Standard & Poor’s...

Inflation and Your Portfolio 08/07/2024

Even low inflation rates can pose a threat to investment
returns.

Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.

Buying a New Car: The Secret Wealth Killer 08/06/2024

Cars hold a certain allure. The freedom, the status, the sheer enjoyment of the open road – it’s a powerful draw. But beneath the shiny exterior of a new car lies a harsh financial reality: it's a stealthy, efficient wealth killer....

Buying a New Car: The Secret Wealth Killer New car dreams costing you big? Discover how buying a new car can be a financial drain. Learn tips to save money, reduce stress, and build wealth.

The hidden costs of home ownership 08/05/2024

Six out of 10 millennials regret buying a home because they weren’t prepared for the hidden costs. So here are some tips on managing the new and ongoing financial demands of home ownership.

The hidden costs of home ownership Here are some tips on managing the new and ongoing financial demands of home ownership.

08/02/2024

**School is almost back in session!** 📚🎒 While the kids are excited about new backpacks and school supplies, let's talk about something equally important: their future. 💰

It's never too early to start planning for your child's education. With the rising cost of college, a little planning can go a long way. Want to learn more about how to secure your child's financial future? Drop a comment below, and let's chat! 👇

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9920 Pacific Heights Boulevard , Suite 105
San Diego, CA
92121

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