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Our Financial Advisors in Santa Clarita provide Wealth Management and Financial Planning services to select families, business owners and professional entertainers and athletes. Our Financial Advisors in Southern California are experts in helping individuals and businesses with financial planning and investment advice. Clients benefit from our financial advice in not only protecting their financial assets but growing them over time with our unique Advance and Protect Financial Strategies.
Our Private Wealth Management services for high net worth individuals encompassing financial planning, estate planning and tax strategies.

Breaking Down The Real Costs of Purchasing a Home

2025-10-07T16:58:35-07:00

Home ownership has several advantages over renting, including lower monthly payments, deductible mortgage interest, and the accumulation of equity. But there is a definite price to pay for these benefits, including the expenses we detail here. The biggest spend is your initial equity. There are two costs that constitute the beginning equity in your home. The [...]

Breaking Down The Real Costs of Purchasing a Home2025-10-07T16:58:35-07:00

Artificial Intelligence Best Practices

2025-10-07T15:55:37-07:00

How to effectively and securely use AI tools What is Artificial Intelligence? Artificial Intelligence (AI) is a branch of computer science focused on creating systems that can perform tasks typically requiring human intelligence, such as learning, reasoning, problem-solving, understanding language, and recognizing patterns. By using algorithms and large datasets to simulate cognitive functions, AI can [...]

Artificial Intelligence Best Practices2025-10-07T15:55:37-07:00

The Rise of Crypto Jacking

2025-10-07T15:40:11-07:00

A New Form of Malware Slowing Down Machines With the growth of digital currencies and online transactions, cryptocurrency has grown to become an everyday topic. Cryptocurrency is a virtual form of currency that operates on a decentralized network called the blockchain. Crypto mining is the process used to create new currencies by using computer processing [...]

The Rise of Crypto Jacking2025-10-07T15:40:11-07:00

Account View 2.0 Cybersecurity

2025-11-11T20:27:18-08:00

View Your Accounts Securely Using Account View 2.0 LPL Financial takes the security and privacy of our products seriously. To safeguard data, we advocate for security in the conception, design, and implementation of our investor-facing platforms, like Account View 2.0. We strive to build the most innovative, secure, and empowering tools for financial professionals and [...]

Account View 2.0 Cybersecurity2025-11-11T20:27:18-08:00

A Look at Whole Life Insurance

2025-09-17T13:51:00-07:00

Are you a fit for Whole Life Insurance? In exchange for fixed premiums, an insurance company promises to pay a set benefit when the policyholder dies, but also offers additional benefits as well. Whole life insurance policies can build up cash value — effectively a cash reserve that pays a modest rate of return, and [...]

A Look at Whole Life Insurance2025-09-17T13:51:00-07:00

Renters Insurance – Does it Make Financial Sense?

2025-04-24T14:47:08-07:00

Renters sometimes overlook the need for insurance based on the belief that they may not have a significant amount of personal possessions, or because the property is already insured by the owner. While it is true that a rental property is insured by the owner, the destruction or loss of your personal belongings is not. [...]

Renters Insurance – Does it Make Financial Sense?2025-04-24T14:47:08-07:00

All Muni Bonds Are NOT Created Equal

2025-04-24T14:39:28-07:00

The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds. Without question, in the wake of Detroit’s troubles, gaining a better understanding of municipal bonds makes more sense than ever.1 At their most basic level, there [...]

All Muni Bonds Are NOT Created Equal2025-04-24T14:39:28-07:00

A Decision Not Made Is Still a Decision

2025-04-24T14:08:08-07:00

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all." This investment inaction is played out in many ways, often silently, invisibly, and with potential consequences to an individual’s future financial security. Let's [...]

A Decision Not Made Is Still a Decision2025-04-24T14:08:08-07:00

Important Birthdays Over 50

2024-12-26T17:44:54-08:00

Age 50 At age 50, workers in certain qualified retirement plans are able to begin making annual catch-up contributions in addition to their normal contributions. Those who participate in 401(k), 403(b), and 457 plans can contribute an additional $7,500 per year in 2025. Those who participate in Simple Individual Retirement Account (IRA) or Simple 401(k) [...]

Important Birthdays Over 502024-12-26T17:44:54-08:00
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