Focus on Personal Finance: Car- and stock-buying advice from Modesto planner

Bee Staff ReportsApril 22, 2009 

BR Jason Gordo 02

Jason Gordo of Valley Wealth, Inc. April 2, 2009. (Brian Ramsay / The Modesto Bee)

Are you in the market for a new car and wondering if, in these economic times, it's best to buy or lease? And what about a used car?

Are you wondering if this is a good time to invest in stock?

These are just two of the seven topics we recently discussed in our video feature, "Focus on Personal Finance," with The Bee's business editor, David W. Hill, and Jason M. Gordo of Valley Wealth Inc. The first segments appeared earlier this month. Today, we release two more — on buying a car and the question: "Is Cash King?"

Gordo and partner Jeffrey Burrow are the founders of Valley Wealth, a Modesto-based financial planning and services company. He is an accredited investment fiduciary and chartered retirement planning specialist who focuses on money management for individuals, families, professionals, businesses, charitable foundations and other institutions.

Questions were solicited from readers and online users with the goal of addressing the personal financial issues most people face. Although every situation is different, the online presentation was conducted to encourage people to carefully examine their finances.

Gordo acknowledged people often put off dealing with their finances because they seem too complex and confusing. He said putting the time and energy into getting a handle on those issues is one of the best investments anyone can make.

For those who don’t know where to start, he suggested talking to trusted friends, family members and advisers to get recommendations about accredited financial planners and other professionals.

People who have questions about personal finances still can submit them to The Bee for use in future programs. Questions should be sent to dhill@modbee.com dhill@modbee.com.

Here are the links to five of the released video segments, and below are two videos mentioned above.

Stay tuned for the release of the last two segments.

Video: Is it good to buy stocks and bonds if I'm near retirement?

Video: Should I be contributing to our child's 529 college fund at the same rate?

Video: Should I change my investing in my 401k?

Video: Is it best to lease or buy a car in the current market?

Video: Should I invest in stocks or go by the mantra "Cash is King?


Car-buying advice video


Stock-buying advice video

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