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Understanding Today’s Financial Environment

Welcome to MKT Advisors! After years of working with large brokerage houses, the three founders of MKT (Marc, Kent, and Tim) decided to start their own Registered Investment Adviser firm. We have over 60 years of combined experience in the financial services industry, proven skills dealing with different market cycles and we take pride in providing our clients personalized service and wealth management advice. We are located in the Escondido area of San Diego, California, but serve clients nation-wide.

Our clients include professionals, business owners, and retirees that not only want to grow their assets, but protect them.

If you want tailored, straight-forward investment advice and personalized service that focuses on your needs and financial objectives, call us at (760) 658-8780.

Helpful Content

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

 

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Rightsizing for Retirement

What does your home really cost?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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