• UBS Analyst, David Lefkowitz and USD Economist, Alan Gin on the Impact of Brexit

    June 29, 2016

    David_LefkowitzThis week Richard and Joe addressed and discussed the tumultuous financial times with the exit of Britain from the European Union (Brexit). Their guests were David Lefkowitz, Senior Equity Strategist in CIO Wealth Management Research at USB Financial Services and Alan Gin, Associate Professor of Economics at the University of San Diego. They discussed Brexit and how it will impact US markets and strategies for investors going forward.

    David has over 20 years of experience as an equity analyst and strategist. David’s functional responsibilities include authoring equity strategy research reports; determining the firm’s US equity sector, size, and style preferences; contributing to the firm’s tactical asset allocation, and managing several strategy-driven equity recommendation lists of stocks.

    Prior to joining UBS in 2006 David held analyst and portfolio management positions in the asset management divisions of Credit Suisse and Goldman Sachs. David is a Chartered Financial Analyst®.

    A recognized financial expert, David has made appearances on CNBC, Bloomberg Television, and BNN and has been quoted in the Wall Street Journal, Barron’s, The New York Times, The Financial Times, Reuters and other financial publications.

    David holds a B.A. in History from the University of Pennsylvania and a B.S. in Economics from Penn’s Wharton School of Business.

    alanginDr. Alan Gin is Associate Professor of Economics at the University of San Diego. Professor Gin is one of the affiliated faculty members of the University of San Diego’s Burnham-Moores Center for Real Estate. His other research interests include local public finance, urban transportation, and the economy of San Diego. He is best known for developing and publishing the University of San Diego’s Index of Leading Economic Indicators for San Diego Count, a monthly report on the outlook for the local economy.

    Professor Gin’s insights on the local economy have made him a popular source for interviews, and he has given over 1,000 interviews to local and national media sources. He has been quoted in the San Diego Union-Tribune, the Wall Street Journal, the New York Times, the Los Angeles Times, the San Diego Daily Transcript, the San Diego Business Journal, Newsweek, and other publications. He has also been interviewed on KPBS, KFMB, KOGO, KSDO, and KCEO radio, and has made appearances on KFMB, KGTV, KNSD, KUSI, KSWB, and XETV television.

    Professor Gin received a Bachelor of Science degree in Economics from California Polytechnic State University at San Luis Obispo, and his Master’s of Arts and Ph.D. degrees, both in Economics, from the University of California at Santa Barbara. Professor Gin came to the University of San Diego in 1988, after having previously taught at Loyola Marymount University and the University of California at Santa Barbara.

    Listen to a podcast of David Lefkowitz and Alan Gin’s interview!

    Listen to a podcast of David Lefkowitz’s interview!

    Listen to a podcast of Alan Gin’s interview!

  • Mark Koziel and Richard Muscio Find Common Ground

    January 21, 2012
    Mark Koziel and I (Richard Muscio) have had an ongoing series of opinion pieces stemming from my reaction to the CPA Horizons 2025 report. My initial article is here. Mark’s reaction is here. I’m happy to report that Mark and I had a great conversation on Thursday, wherein we reached 3 interesting conclusions: First, while the CPA ... Read more
  • CPA Horizons 2025 – A Very Small Box

    December 19, 2011
    I just finished reading the recent report titled CPA Horizons 2025 which was put forth by the American Institute of Certified Public Accountants to describe both the current state as well as the future of the CPA profession. Please allow me a couple of minutes to stretch my 6’2” frame, because to be able to read ... Read more
  • Year End Planning Guide for 2011

    December 12, 2011
    “While you prepare to close the books on 2011, you should take a moment to consider your investment and tax planning. The inevitable debates in the upcoming election year surrounding the economy and national debt will likely lead to changes in tax policy. In the meantime, there is opportunity for individuals to take advantage of ... Read more
  • 2011 Year End Tax Planning for Small Businesses

    December 11, 2011
    Certified Public Accountant, Dru Brannen joined the show to talk about year end tax issues for small businesses. LISTEN TO PODCAST Listen to a podcast of Dru Brannen’s interview! Read more
  • Carl Sheeler of Business Valuation LTD

    December 4, 2011
    Richard and Joe are joined in studio by Carl Sheeler, managing partner of Business Valuation LTD and Allison Appraisals. LISTEN TO PODCAST Listen to a podcast of Carl Sheeler’s interview! Read more
  • Collaborate: To work together, especially in a joint intellectual effort

    November 30, 2011
    Collaborating to Manage the Golden Egg The presentation below outlines Richard’s tried and true business practices that make him a trusted adviser to family offices. Topics include marketing yourself, networking, becoming a communications hub, listening, expressing gratitude, becoming a thought leader, and helping families create a legacy. The presentation includes action items and challenges that will change ... Read more
  • 2011 Oceanside Turkey Trot

    November 27, 2011
    This year’s race attracted over 8,000 participants. There were over 12,000 people at the finish line, and 5 course records were set. The Oceanside Turkey Trot is becoming a local tradition as families come out the Oceanside pier for some exercise before their big Thanksgiving feast. Additionally, more than $30,000 was raised for local schools ... Read more
  • Radio guest Gary Aguirre warned of the 2008 financial crisis more than two years before it struck.

    November 22, 2011
    Sunday, November 27th, Richard and Joe will interview Gary Aguirre. Mr. Aguirre primarily assists clients throughout California with investor and whistleblower claims involving banks, hedge funds, mutual funds, private equity funds, brokers, and other financial institutions. He focuses on claims arising out of market abuse (e.g., market manipulation, flash trading, insider trading, naked shorting), investment fraud, ... Read more
  • The Move Your Feet Foundation Presents the Annual Oceanside Turkey Trot on Thanksgiving Morning

    November 21, 2011
    Click here to register. In keeping with Richard’s commitment to giving back to the community, he teamed up with Kathy Kinane to establish the “Move Your Feet Before You Eat” Foundation in 2007. Richard said on his show, “We call ourselves ‘Move Your Feet Before You Eat’ because the whole message behind our foundation is to ... Read more
  • Rich Gaines of Legacy Legal

    November 13, 2011
    Richard and Joe interview Rich Gaines of Legacy Legal. This law firm has been helping families navigate the confusing waters of family trusts, estate planning, and much more. LISTEN TO PODCAST Listen to a podcast of Rich Gaines’s interview! Read more