Brent M. Wilsey is a highly regarded registered investment advisor and a seasoned financial strategist with over 25 years experience in the field. Wilsey currently owns and operates San Diego-based Wilsey Asset Management through which he offers day-to-day investment guidance to both individual investors and corporations. All of Wilsey’s client relationships are grounded in an exemplary service philosophy. Wilsey has also served as an Accountant for Foodmaker, Inc., a Registered Representative for the Principle Financial Group, and as an Investment Director for Pamco Securities in the mid-80’s. In the latter role, Wilsey was among the first in Southern California to provide investment services within a banking environment, having invested and managed an average of nearly $45 million for Great American First Savings Bank. He worked in this capacity until opening his own LPL branch office in 1992. Wilsey’s industry expertise and credibility has made him a sought after expert source, having served as a guest commentator on numerous broadcast television and radio talk shows including a frequent guest on CNBC and called upon from such names as Barron’s, Business Week and Forbes for Brent’s input on columns. Currently, Wilsey hosts AM760 KFMB’s weekly Smart Investing show, providing listeners with fundamental analysis on stocks and mutual funds, along with other investment tips. In addition to his radio duties, Wilsey pens a weekly article for the San Diego Daily Transcript that focuses on the fundamentals of investing.
An accounting graduate of National University, Wilsey received his MBA degree from the same institution in 1986. His various licenses and designations include a Life and Health Insurance License, and Series 7 NASD Registered Representative and Series 24 NASD Registered Principal designations (Licenses held with LPL). For two year, Wilsey has earned the Five Star Wealth Manager Award. In 2010 he was names Top Influential in Business in San Diego. He currently resides in Poway, California with his wife and their four children.
Over the years clients have asked whether I'm going to buy this or that IPO, or the latest and greatest IPO that is being released.
A longtime client recently sent me an article from the Wall Street Journal written by Morgan Housel, “Why Bear Markets Are an Inevitable.”
I have been in the investment arena since 1983. I have seen many fads come and go -- some hot, some not so hot.
Earnings are coming out for the fourth quarter of 2014 and, while some companies are doing well, others aren’t and are giving lower guidance.
January 2015 has been rather frightening for investors, but I do believe it will be a prosperous year, so I thought it would be a good time to look at the large, well-known company Coca-Cola.
Two guest speakers on CNBC recently discussed what a great time it is to buy companies that will benefit from lower energy prices.
2015 will be a very good year for the U.S. stock market and the beginning of the ease in bond prices. The economy will continue to grow at a good pace. However, 2016 will be when many things begin to unravel.
I have been looking for a good-value company that is not in the energy industry. Last week I received a phone call on my radio show about a company called Terex Corporation (NYSE: TEX).
I’ve received many calls on my radio show about how excited people are by a company paying a high dividend, giving them a yield that is far above the norm.
A couple of weeks ago I got a call on my radio show about Qualcomm, which had just taken a small beating in the stock market after reporting earnings. The numbers, as I reviewed them, looked pretty good but, as I always say, you have to understand the business. There were some items that Qualcomm brought out that could be a problem for the company in the future.
I have been managing money for more than 30 years now. One thing that comes up every once in a while is clients who have a direct stock purchase plan or a dividend read investment plan, also known as DRIPS.
Well, we made it through October, probably one of the most hated months of the year in the stock market, but as I said earlier, it gets a bad rap.