NEWSLETTERS

The Value of Charity—In Our Accounts, and in Our Hearts

When most people think of “charity,” they imagine writing a check or volunteering their time. But it is also the practice of giving others (and ourselves) the benefit of the doubt.Our relationship with money is shaped by experiences and beliefs that guide our...

read more

Building a Portfolio for Life: Beyond Financial Capital

When thinking about wellbeing, we often focus on financial capital—our savings, assets, and investments. As important as these are, however, it’s important to remember that the long-term best interests of you and your loved ones are built on more than just financial...

read more

Serving up Success

With spring on the horizon, tennis season is almost here. Whether or not it’s a sport you play, the strategy, agility, and endurance it requires are a fitting metaphor for sound financial and investment decision-making. In tennis, consistent practice is critical to...

read more

Staying Stoic Amid the Storm

In times of uncertainty, the wisdom of Stoicism offers valuable insights—not just for our finances but also for our overall wellbeing. The core tenet of Stoicism is distinguishing between what we can’t control, such as market fluctuations, interest rates, or economic...

read more

Tariffs and Your Investment Strategy

The imposition of tariffs by the United States this week has understandably sparked volatility in the markets. It's in the face of such challenges that our diversified, strategically balanced, long-term approach demonstrate their true value. Our goal has always been...

read more

Knowing When to Reorder Your Priorities

Whether prompted by personal milestones, economic fluctuations, or unexpected life events, change is inevitable. In these moments, knowing when to reassess and reorder the priorities within your financial stratety becomes crucial. Just as sailors adjust their sails to...

read more

D.M. Brenner, Inc.
380 Stevens Avenue, Suite 205
Solana Beach, CA 92075

Phone: (858) 345-1001
Fax: (858) 345-1054
www.dmbrenner.com

David M. Brenner, CLU®, ChFC®
California License #0801900
david@dmbrenner.com