Brent Wilsey

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.

Smart Investing

A few weeks ago, I received a call on my radio show about the company Alliance Resource Partners LP. In reality, this is not a company; it is what is known as a “master limited partnership.”

I'm sure by now you have heard that Verizon, the nation’s largest wireless carrier, wants to buy AOL for $4.4 billion.

Here it is May and maybe 2015 will be the year when the old saying “sell in May and go away” in reference to the stock market goes away.

I received a request from Lillian, who wants me to look at an REIT ETF that she holds and is asking if now is the time to sell because of the upward pressure on interest rates.

Unfortunately, former San Diego Charger Dwight Freeney has joined a list of star athletes who got burned on his investments.

I'm always looking for companies that have a lot of value but have had a problem that has brought the stock to normal levels from levels that were not sustainable.

I am a car enthusiast and think Tesla Motors Inc.’s cars are beautiful and very technologically advanced.

I explained last week that new-home sales — 539,000 on an annual basis — came in far higher than the estimate of 462,000.

Investors have become concerned with the volatility in the stock market, which is why I have advised many times to look at your portfolio on Jan. 1 and then Dec. 31 — everything in between is just a bunch of noise.

I have been in the investment business for more than 30 years. I have seen and survived many things, such as the 1987 stock market crash, the 1990 banking crisis, the tech boom and bust, 9/11, the accounting scandals of Enron and WorldCom, and the Great Recession.

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.”

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