Erick

About Erick Arndt

Erick Arndt is a Wealth Advisor helping clients build and manage wealth since 2003. He holds the following securities registrations with LPL Financial: Series 7, 65, 6, 63, and 26. Erick’s focus is to help clients create wealth, enjoy it, and preserve it over their lifetime and generations to come.An advocate for small business, he works hands-on with companies to provide high quality retirement plans with fun and engaging education workshops for plan participants. Mr. Arndt earned his Accredited Investment Fiduciary (AIF) designation and also his Professional Plan Consultant (PPC) designation to help employers optimize their company sponsored retirement plans by helping participants pursue their retirement goals as well as keep compliant with government regulations.Erick, an advocate for small business, founded SCV Startup, the technology Startup Community in Southern California with a mission of creating and curating high tech companies and jobs in Santa Clarita.

Roth or Regular? Your 401k or IRA Choices

2024-10-10T09:28:32-07:00

Taking Advantage of a Roth Contribution Option Can Give You Some Flexibility in Retirement According to Vanguard’s “How America Saves 2024,” 82% of employers offer a Roth 401(k) option in addition to a traditional, or regular, 401(k) option. However, just 17% of employees contribute to a Roth. If you have access to a Roth 401(k) [...]

Roth or Regular? Your 401k or IRA Choices2024-10-10T09:28:32-07:00

3 things to know about the coming estate tax exemption sunset

2024-06-24T15:25:59-07:00

Tax Cuts and Jobs Act is scheduled to sunset. Get your planning done soon so you don't miss out. "Due to personally owned life insurance and estate growth over time, more clients than you might think could be impacted by the estate tax sunset." The current estate tax exemption amount is historically high, but it’s [...]

3 things to know about the coming estate tax exemption sunset2024-06-24T15:25:59-07:00

How Biden’s Withdrawal Impacts Your Investments

2024-10-07T14:34:21-07:00

The State of Play In a July 21 open letter posted on social media, President Biden wrote that he has concluded “it is in the best interest” of the Democratic Party and the country for him to “stand down from reelection” and subsequently posted on X that Vice President Kamala Harris has his “full [...]

How Biden’s Withdrawal Impacts Your Investments2024-10-07T14:34:21-07:00

Spoofing – Have You Been a Victim?

2024-05-09T15:31:00-07:00

In the FBI’s 2023 Internet Crime Report, email spoofing has cost the world over $18 million and leads all other categories with the most complaints filed. An average of 3 billion spoofing emails are sent per day. Understanding how to identify and avoid them can prevent you from becoming a victim and keep your accounts [...]

Spoofing – Have You Been a Victim?2024-05-09T15:31:00-07:00

Market Performance Remains a Tale of Haves and Have-Nots

2024-07-17T15:26:44-07:00

The S&P 500 strung together 37 record highs this year aboard an 18.1% rally, as of July 10. The advance has largely been powered by a handful of mega cap names tied to technology and/or artificial intelligence. In fact, six stocks — NVIDIA (NVDA), Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), Meta (META), and Alphabet [...]

Market Performance Remains a Tale of Haves and Have-Nots2024-07-17T15:26:44-07:00

Stock Market Forecast: Double Digit Earnings Growth on Tap

2024-07-16T14:30:32-07:00

With stock valuations elevated after such a strong first half, earnings growth will be key to holding, or potentially building on these gains. LPL Research believes stocks have gotten a bit over their skis, but earnings season may not be the catalyst for a pullback in the near term given all signs point to another [...]

Stock Market Forecast: Double Digit Earnings Growth on Tap2024-07-16T14:30:32-07:00

Medicare A, B, C, and D – Making Sense of it all

2024-05-09T15:22:49-07:00

With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your healthcare costs. Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes or who [...]

Medicare A, B, C, and D – Making Sense of it all2024-05-09T15:22:49-07:00

How to Identify Investment Scams

2024-05-09T14:45:43-07:00

Bernard Madoff Based on the FBI’s most recent internet crime report, investment fraud saw a 38% increase in 2023 with losses accruing up to $4.57 billion dollars. It is important to note that the FBI has seen investment scam losses increase exponentially since 2020, showing no signs of slowing down. Cybercriminals are relying [...]

How to Identify Investment Scams2024-05-09T14:45:43-07:00

3 Tax Advantages When You Invest in Qualified Opportunity Zones

2024-05-08T13:56:07-07:00

Qualified Opportunity Zones (QOZs) come up often in financial planning conversations, particularly for clients who have a strong need to mitigate capital gains tax issues. A QOZ is a classic example of one investing tool which delivers the most value as one component of a multifaceted strategy. A QOZ has four main benefits: Defer the [...]

3 Tax Advantages When You Invest in Qualified Opportunity Zones2024-05-08T13:56:07-07:00
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