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San Marino Investment Services -  Jim Lund & Mark Wiacek

2596 Mission Street, Suite 200
San Marino, CA 91108

Phone:

626-423-6350

Fax:

626-423-6886

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

          Providing for your Retirement and 1031 Exchange Needs

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Welcome to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement,

estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Will you be able to afford nursing home care?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much would your monthly lease payment be?

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