Investing

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.

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

Retirement Strategy After a Job Loss

2024-12-26T17:37:49-08:00

Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You're not alone if you’ve been laid off—or if the idea is an all-consuming concern. According to a November 2024 MarketWatch survey, 70% of [...]

Retirement Strategy After a Job Loss2024-12-26T17:37:49-08:00

Can I Create a Roth IRA if I’m Over the Income Limit?

2024-12-26T16:52:05-08:00

Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to as a “backdoor Roth conversion,” is sometimes used by individuals whose incomes exceed the current limits for direct Roth IRA [...]

Can I Create a Roth IRA if I’m Over the Income Limit?2024-12-26T16:52:05-08:00

Doggy Pay Care – Budgeting for Pet Care

2024-10-10T14:13:04-07:00

Creating a Budget for Dog Parenthood Are you thinking about bringing a loyal, frisbee-chasing, treat-seeking, sock-stealing, face-licking, tail-wagging, bed-cuddling Canis familiaris into your life? If so, you’re in good company. According to Forbes Advisor, 65.1 million U.S. households own a dog, making it the most popular pet by far (cats are second, at 46.5 million [...]

Doggy Pay Care – Budgeting for Pet Care2024-10-10T14:13:04-07:00

Unravelling the Rising Cost of Living

2024-10-10T09:46:24-07:00

Understanding What Drives Higher Prices Can Help Improve Retirement Planning According to the Employee Benefit Research Institute’s 2024 Retirement Confidence Survey, 83% of workers are concerned that the higher cost of living will make it harder to save as much as they want toward retirement. If you’re like most retirement savers, you’ve likely had concerns [...]

Unravelling the Rising Cost of Living2024-10-10T09:46:24-07:00
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