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Insights and Updates from Pacific Investment Research

Should You Have a Gifting Strategy as Part of Your Estate Plan?

By: Richard Schultz Aug 22, 2017

Nobody wants to pay more in taxes than they are legally required to.

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4 Questions To Ask Before Buying Your Retirement Home

By: Richard Schultz Aug 22, 2017

Ah. The retirement home. Every one of us has our own idea of what we would like to have in our perfect retirement house.

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Pacific Investment Research

Pacific Investment Research is a boutique investment advisory firm that provides financial planning and investment management services to investors throughout California.  We have more than 25 years of experience helping individuals and couples accumulate and preserve the assets they need for a secure financial future.  As fee-only fiduciaries, we put our clients' best interests first.
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