Securities offered through Sorrento Pacific Financial, LLC (member FINRA/SIPC). Investment advisory services are offered through Partnervest Advisory Services LLC, an investment advisor registered with the Securities & Exchange Commission.  Securities including,  without limitation, mutual funds, stocks, variable annuities and fixed income available through Sorrento Pacific Financial, LLC, member FINRA/SIPC. Office of Supervisory Jurisdiction 10455 Sorrento Valley Rd., San Diego, CA 92121 (858) 805-7900. Securities are not insured by the FINRA, SIPC nor are they obligations of or guaranteed by Sorrento Pacific Financial, LLC or any affiliated entity. FINRA, SIPC and the SEC do not endorse any specific recommendation or services of the foregoing entities.  Such investments will fluctuate in value and are subject to investment risks including loss of some or all of the principal. 

Before proceeding further, please be advised that at present our representatives are licensed to discuss with and/or offer financial services and/or investment products with residents of: PA, DE, NJ, NY, CT, VA, NC, GA, OH, MI, IL, CA, FL, Iowa, MN and Indiana. If you are a resident of any other state, please note that it is a simple and expeditious procedure for us to become licensed in other states as John Berberich,CEP and Christine Berberich,CFP hold a Series 6, Series 26, Series 63 and Series 65 licenses. Under normal circumstances this licensing procedure takes only 24 to 48 hours. 

 

Measuring the Jobs Situation
Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Playing Catch-Up with Contributions
Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too
If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Insurance for Your Whole Life
If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

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