Listen to Podcast of the Show Sunday Richard and Joe interviewed David Lefkowitz from the show’s major sponsor UBS Financial Services. David has over 14 years experience as a securities analyst. He is currently Senior Equity Strategist as well as a corporate research analyst covering the utilities sector for UBS Wealth Management Research – Americas. Prior ...

Listen to Podcast of the Show Richard and Joe Interviewed Theresa Moore, Hank Bauer, and Ron Mix Following the Film Presentation For all fans of the San Diego Chargers and pro football, this is the podcast for you! On April 29th the San Diego SmartScreen Film Series launched with a presentation of Third and Long: the History ...

Richard completed the 2012 Boston Marathon in sweltering heat on Monday, April 16th for Team Perkins. Team Perkins raised $73,333 for Perkins School for the Blind.

Listen to Podcast of the Show John Cox and Richard discussed the link between financial contributions made to state politicians and the effects those contributions have on their votes on legislation. The Neighborhood Legislature Reform Act (NLRA) addresses the issue of financial contributions by making money unnecessary to legislative campaigns. It does this by subdividing the ...

Listen to Podcast of the Show Joe Vecchio interviewed 3 guests who are stakeholders in the GMO equation and favor proper labeling of our consumer goods. Michelle Lerach was the proprietor of ‘Cups,’ a popular organic bakery and teaching kitchen in La Jolla, now closed. An excerpt from USA Today reads, “Cups, which opened in 2009, brings ...

Listen to Podcast of the Show ORichard interviewed Anthony Roth. Tony recommends customized investment strategies for UBS’s high-net worth clients. Prior to this job, Tony served as Co-Head, Advisory Services Division, at Bear, Stearns & Co., where he managed a team that provided customized and scalable solutions to family office and institutional clients with significant means. ...

Carmel Valley man to run Boston Marathon for blind school Carmel Valley resident Richard Muscio, co-host of a KFMB 760 radio show on finances, will run the 26.2 mile-Boston Marathon April 16 to raise money for the Perkins School for the Blind based in Watertown, Mass. Muscio is one of 10 runners from across the country on ...

Richard hosted lunch in mid-March with Judge Laro and six other guests at the University Club in San Diego. All of the guests got the Judge’s Business Valuation book, which is now out in second edition. He is this Country’s most prominent Tax Court Judge on matters of Valuation for Estate tax and Gift tax ...

Listen to Podcast of the Show On Sunday April 1st, Richard interviewed sponsor Carl Sheeler about his approach to business valuation. This excerpt from Business Valuations, Ltd., outlines some of the major issues to consider when hiring a business valuation expert: “You need a business valuation” is the statement made to just about every business owner eventually ...

Listen to Podcast of the Show On March 18th UBS strategist Katie Klingensmith and Richard Muscio talked about global macroeconomic trends in light of the coming election. Katie Klingensmith is one of the co-authors of Election Watch 2012, a white paper that identifies political issues at stake with the coming 2012 election. Additionally, on Tuesday, March ...