Comprehensive Advisor

In the Media

Keeping you up to date with the latest financial news and information.

TV

Did you see us on TV recently?

Social Security COLA 2021

Social Security recipients are going to see the largest cost-of-living adjustment in 40 years. Financial professional Brett Gottlieb spoke to ABC 10News about why the increase may not be enough.

Debt Limit Standoff 2021

Lawmakers have reached a short-term deal to raise the debt ceiling, but what does that mean for our money? Financial professional John McKean joined FOX 5 San Diego to break it all down.

Actively Managed Funds: A Way To Diversify Your Portfolio

Actively managed funds are a great compliment to passive funds because they can broaden the diversity in your portfolio, says Brett Gottlieb, President and Founder of Comprehensive Advisor. He discusses what investors should know about actively managed funds. He also talks about actively managed funds versus index funds and the pros and cons of actively managed funds, highlighting the CBOE Market Volatility Index (VIX). Tune in to find out more.

Managing Risk in a Rising Equity Market & Benefits of Diversifying Your Portfolio

If heavily concentrated into a sector or industry, managing risk means shifting that allocation over time, says Brett Gottlieb, President and Founder at Comprehensive Advisor. He discusses managing risk in a rising equity market and benefits of diversifying your portfolio. He also talks about ways to diversify asset allocations. Tune to Market Overtime with Nicole Petallides to find out more from her interview.

Preparing for Retirement

More baby boomers are considering retirement after a tough 2020. Financial professional Brett Gottlieb joined FOX 5 San Diego to share tips on how to get ready for retirement at any age.

Income Planning

When it comes to retirement, “income” is the most important part of the financial puzzle, says Brett Gottlieb, President and Founder of Comprehensive Advisor who joined Nicole Petallides on Market Overtime to discuss.

He discusses how to prepare an income and investment strategy. He also talks about supplemental sources to consider, as well as the benefits of blue chip and large-cap stocks for long-term investors. Tune in to find out more.

Child Tax Credit Q&A

Eligible families have begun receiving the first of six monthly child tax credit payments. Financial professional Brett Gottlieb spoke to CBS 8 San Diego about how the tax credit works.

Understanding the Child Tax Credit

Millions of families will start receiving monthly child tax credits on July 15. Financial professional Brett Gottlieb joined FOX 5 San Diego to break down everything you need to know about the payments.

Estate Planning

Estate planning isn’t just for the old or wealthy. Financial professional Brett Gottlieb joined FOX 5 San Diego to share four tips to help you get started building your own estate plan.

Inflation Concerns

Inflation concerns are picking up as the economy recovers from the pandemic. Financial professional Brett Gottlieb spoke with @fox5sandiego about strategies to help lessen the impact of inflation on your #money. #inflation #economy

Tax Filing Tips 2021

Tax season happens every year, yet so many of us wait until the last minute to file. Financial professional Brett Gottlieb joined @fox5sandiego to share tips for a smooth return.

Debunking Social Security Myths

Social Security is more complicated than collecting a check when you turn 62. Financial professional Brett Gottlieb joined @fox5sandiego to share four of the most common myths surrounding the government program.

Small Business Stimulus Update 2021

More relief is on the way for small businesses affected by COVID-19. Financial professional Brett Gottlieb joined @fox5sandiego to explain what small business owners need to know about the second round of PPP loans.

Coronavirus Crash 2021

It’s been one year since U.S. stocks plunged to lows not seen since the financial crisis of 2008. Financial professional Brett Gottlieb joined @fox5sandiego to share tips on how to protect our money from future market volatility.

Financially Fit 2021

Saving for a rainy day can be hard, but as this past year has shown us it’s important to be financially prepared for any emergency. Financial professional Brett Gottlieb spoke to @NBCSanDiego with tips to stay financially fit in the new year.

Biden Wins & Your Finances 2020

Have your financial goals and dreams changed because of COVID-19? Financial professional Brett Gottlieb sat down with @NBCSanDiego to talk about how an emergency fund can help plan for the unexpected.

ABC 10 San Diego Interview

The new year brings new tax changes, and the pandemic is making things even more complicated. Financial professional Brett Gottlieb spoke to ABC 10News about why some people may owe more than they expect.

Vaccine Hopes & Your Money 2020

Presidential Candidates & Key economic Issues

Election Day is nearly here, and many people are wondering how the outcome may impact their wallets. Financial professional Brett Gottlieb spoke with @NBCSanDiego.

Comprehensive Advisor, Presidential Election & Our Money 2020

The presidential election is right around the corner. Financial professional Brett Gottlieb joined @fox5sandiego to discuss how it might impact the stock market and the economy and what questions we should be asking ourselves leading up to November 3.

Stock Market & the Coronavirus Impact 2020

The coronavirus and an oil price war are fueling volatility on Wall Street. Financial advisor Brett Gottlieb stopped by Fox 5 San Diego to offer advice on how to plan and prepare for the ups and downs.

Bear Market 2020

The Dow suffered its worst one-day loss since 1987, ending the longest-running bull market in U.S. history. Financial professional Brett Gottlieb joined Fox 5 San Diego to explain what a bear market means for your money.

Federal Reserve Cuts Rates to Zero

The global economy continues to be impacted by the coronavirus. Financial professional Brett Gottlieb joined Fox 5 San Diego to talk about what the Federal Reserve’s latest interest rate cut means for consumers.

Dow closes down almost 3,000 points

The coronavirus continues to rock the global economy and disrupt the U.S. stock market. Financial professional Brett Gottlieb joined Fox 5 San Diego to talk about what we can expect moving forward.

SECURE Act

In January 2020, the SECURE Act became law. Financial advisor Brett Gottlieb discusses some of the new provisions that will affect most Americans who are saving for retirement.

Tax Deadline Planning Tips

The tax deadline is just days away! Financial advisor Brett Gottlieb stopped by KSWB-TV to share the biggest tax planning mistakes and what we can do to set ourselves up for future success.

National Retirement Planning Week

Are you ready for your financial future? No one wants to end up penniless. Financial professional Brett Gottlieb joined KSWB-TV to celebrate National Retirement Planning Week. He shared tips to plan for the future.

10-YEAR ANNIVERSARY OF S&P 500 BOTTOM (GREAT RECESSION)

10 years after stocks hit rock bottom, there are lessons we can learn from the aftermath of the Great Recession. Check out this interview on FOX 5 San Diego with Raoul Martinez, where Brett Gottlieb talked about how people can plan for retirement during a volatile market.

File Taxes Early

Our very own Brett Gottlieb stopped by FOX 5 San Diego this morning and visited with Raoul Martinez to share four reasons why we should file our taxes early.

Financial Resolutions

January 12th is #QuittersDay, when many of us have already given up on our #NewYearsResolutions. Our founder, Brett Gottlieb, shares five tips with Fox 5 San Diego to get your resolutions back on track in 2019.

Holiday Tipping

Our own Brett Gottlieb stopped by FOX 5 in San Diego to offer tips on holiday tipping.

Your Money 2020 Part 4

Your Money 2020 Part 3

Your Money 2020 Part 2

Your Money 2020 Part 1

Have your financial goals and dreams changed because of COVID-19? Financial professional Brett Gottlieb sat down with @NBCSanDiego to talk about how an emergency fund can help plan for the unexpected.

Videos

The Retirement Defense

Mutual Fund vs. ETF | The Retirement Defense

This episode of The Retirement Defense dives into a very important difference that often time gets confused as the same thing. And that’s the difference between having a portfolio and having a financial plan.

A portfolio is something that hold all of your assets i.e. your stocks, bonds, mutual funds, maybe some REITs and so on. The portfolio is an all-encompassing umbrella of all your “”stuff””.

Read more…

Asset Allocation Strategy & The Prudent Investor Rule | The Retirement Defense

On today’s episode of The Retirement Defense with Brett Gottlieb, we talk about risk as it relates to your retirement portfolio.

We’ve seen it all – and it’s very common that our clients will come in and we’ll find that they may hold way too much risk in their portfolio based on where they are at in their lives or the goals, or sometimes not enough risk!

Read more…

Easily Understanding Your Social Security Benefits | The Retirement Defense

On this episode of The Retirement Defense, Brett walks you through several key things you need to know about your Social Security benefits.

You’ve paid into social security for decades, and you’re relying on it to be a source of income upon retirement. The problem is, Social Security is actually really complex!

Read more…

Book

Brett is busy writing a new book! Please check back soon for book updates.

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