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Our financial advisors provide expert investment advisory and financial planning services for business owners and businesses throughout Santa Clarita and across the US. Our retirement plan consultants are experts in retirement plan selection, retirement plan services as well as employee education.

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

8 Fun Tax Tips for Small Business Owners

2024-05-06T11:44:55-07:00

Small Business Owners - Dance Your Way to Tax Benefits Jazz up your financial dance floor by steering clear of the dull groove of inaccurate record keeping! Picture this: a well-choreographed routine of meticulous bookkeeping, where every dollar waltzes in and out, setting the stage for a financially focused business extravaganza. Keep those records in [...]

8 Fun Tax Tips for Small Business Owners2024-05-06T11:44:55-07:00

Top Tips for Individuals from New Secure Act 2.0

2023-03-20T17:15:54-07:00

Get informed on the SECURE 2.0 Act The SECURE 2.0 Act is a bipartisan comprehensive retirement legislation signed into law on December 29, 2022. Here are some interesting takeaways that might impact you: Required minimum distribution (RMD) age increases from 72 to 73 The age 72 trigger for taking RMDs is raised to age [...]

Top Tips for Individuals from New Secure Act 2.02023-03-20T17:15:54-07:00

Financial Tips and Great Ideas to Help You in 2023

2023-02-02T17:14:06-08:00

Here are some of my favorite financial and lifestyle tips as you start the year Knowledge is Retirement Power Especially When You're Traveling Looking to see more of the world during retirement? Some countries have created visa policies designed specifically for retirees. These retirement visa programs may also provide special benefits and incentives to [...]

Financial Tips and Great Ideas to Help You in 20232023-02-02T17:14:06-08:00

Real-Time Data Recovery Stalled Amid COVID-19 Resurgence

2020-07-15T14:49:01-07:00

We check in again today on some of the real-time economic data that LPL Research is monitoring to provide insight into how the latest increase in COVID-19 cases and the rollback of certain reopening measures are affecting the state of the US economy, as traditional monthly and quarterly economic data are too slow to pick [...]

Real-Time Data Recovery Stalled Amid COVID-19 Resurgence2020-07-15T14:49:01-07:00

Mortgage Rates Fall to Record Low

2020-06-30T13:51:12-07:00

Nearly four months ago, in late February, the 10-year Treasury yield broke to its lowest level ever, undercutting the record lows from 2016 of 1.32%. Over the following two weeks, as fears surrounding the COVID-19 pandemic intensified, interest rates experienced an unprecedented collapse, with the yield on the 10-year Treasury note eventually trading as low [...]

Mortgage Rates Fall to Record Low2020-06-30T13:51:12-07:00

Why Stocks Can Predict The Next President

2020-06-29T11:21:19-07:00

Although the fight against COVID-19 continues to dominate the headlines and our thoughts are with those affected, this is a Presidential election year and as we get closer to November it will begin to garner more attention. Who will be President? Next week in our Weekly Market Commentary, we will discuss the election in more detail, but [...]

Why Stocks Can Predict The Next President2020-06-29T11:21:19-07:00

Are CLOs a Systemic Risk? Collateralized Loan Obligations

2020-06-25T15:09:44-07:00

What is a Collateralized Loan Obligation (CLO)? Collateralized loan obligations (CLO) are portfolios of leveraged loans, a type of below-investment grade loan usually taken out by more heavily indebted companies. Each CLO is divided into a series of tranches with different degrees of risk. The more senior tranches receive their interest payments first, and therefore, have [...]

Are CLOs a Systemic Risk? Collateralized Loan Obligations2020-06-25T15:09:44-07:00

Gaining Confidence in a COVID-19 Peak

2020-04-15T18:27:46-07:00

We continue to follow our Road to Recovery Playbook for help determining where the market is in its bottoming process. Today we are making two changes: The first is to Signal #1, which we upgraded from “monitoring daily” to ”almost there.” We aren’t ready to check this one off completely, based on the latest data from Johns [...]

Gaining Confidence in a COVID-19 Peak2020-04-15T18:27:46-07:00

First Quarter Earnings Preview: Finding the Floor

2020-04-13T16:22:16-07:00

First quarter earnings season will kick off this week with 40 S&P 500 Index companies slated to report results, including several of the biggest banks on Tuesday and Wednesday. Analysts are calling for a roughly 10% year-over-year decline in earnings for the index, as shown in the LPL Chart of the Day, down from the [...]

First Quarter Earnings Preview: Finding the Floor2020-04-13T16:22:16-07:00
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