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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.

Search For Income – Yield Curve Flattens

2017-06-16T21:22:01-07:00

The yield curve flattened over the first quarter of 2017. Longer-term Treasury yields fell, as investors became increasingly skeptical about the Trump administration’s ability to enact the expansionary policies that markets had priced in during the fourth quarter of 2016.  Additionally, a record short position in long-dated Treasury futures accumulated over February and the decline in rates in March led [...]

Search For Income – Yield Curve Flattens2017-06-16T21:22:01-07:00

Market Commentary – Mid Year Market Outlook 2017

2017-06-16T21:21:35-07:00

An important shift has taken place in this economic cycle. The Federal Reserve (Fed) was finally able to start following through on its projected rate hike path, raising rates twice in just over a three-month period. By doing so, the Fed showed increasing trust that the economy has largely met its dual mandate of 2% inflation and full employment, that the [...]

Market Commentary – Mid Year Market Outlook 20172017-06-16T21:21:35-07:00

Wealth Transfer In A Low Rate Environment

2017-03-13T16:07:56-07:00

For those fortunate few individuals whose personal wealth exceeds the current estate-tax exemption threshold -- $5.43 million for 2015 rising to $5.45 million for 2016 -- today's historically low interest rate environment offers potentially powerful wealth transfer opportunities. Recent low rates of interest have affected two important factors used to value wealth transfers involving trusts [...]

Wealth Transfer In A Low Rate Environment2017-03-13T16:07:56-07:00

Taking A Second Look At Actively Managed Funds

2017-02-06T19:15:46-08:00

There may be a role in your portfolio for managers who use research, analysis and experience in making investment decisions. For many investors, the debate between actively managed mutual funds and passive, or index funds appears to be settled: index investing has largely won, thanks to their lower fees that allow indexers to beat their [...]

Taking A Second Look At Actively Managed Funds2017-02-06T19:15:46-08:00

Putting Mind Over Matter

2017-02-06T18:49:57-08:00

Do investors rely on emotion when investing? Many behavioral economists and psychologists believe they do. As much as we recognize the need to save, many small obstacles tend to get in the way. It turns out the decisions we make about financial matters are deeply rooted in emotion. For example, one often cited study shows [...]

Putting Mind Over Matter2017-02-06T18:49:57-08:00

The Right Mindset for Saving

2016-12-14T17:05:42-08:00

Positive thinking is an important part of visualizing your financial future. As much as we recognize the need to save for retirement, many small obstacles tend to get in the way of taking action. It turns out the decisions we make about financial matters, including putting off saving and investing for retirement, are deeply rooted [...]

The Right Mindset for Saving2016-12-14T17:05:42-08:00

The Importance of Professional Advice

2016-12-14T17:05:43-08:00

In an endeavor as critical as managing your investments, it is prudent to handle some situations with the help of a competent professional advisor. Many individual investors simply do not have the time, patience, or persistence to deal effectively with their investments over the long term. Many investors have the motivation to put in the [...]

The Importance of Professional Advice2016-12-14T17:05:43-08:00

Beyond Retirement: What About Your Other Financial Goals?

2016-12-14T17:05:59-08:00

In addition to saving for retirement, there may be several other major financial goals you'll need to juggle in a lifetime. Let's say that at the age of 25 you earned $35,000. If your salary increased at the average historical rate, you'd have earned nearly $2 million in total by the time you were 65.¹ [...]

Beyond Retirement: What About Your Other Financial Goals?2016-12-14T17:05:59-08:00

Getting Your Household Cash Flow Back Under Control

2016-12-14T17:06:02-08:00

Developing a better budgeting process may be the biggest step toward that goal. Where does your money go? If you find yourself asking that question from time to time, it may relate to cash flow within your household. Having a cash flow management system may be instrumental in restoring some financial control. It is harder [...]

Getting Your Household Cash Flow Back Under Control2016-12-14T17:06:02-08:00

4 Money Blunders That Could Leave You Poorer

2016-12-14T17:06:03-08:00

A “not-to-do” list for the new year & years to follow. How are your money habits? Are you getting ahead financially, or does it feel like you are running in place? It may come down to behavior. Some financial behaviors promote wealth creation, while others lead to frustration. Certainly other factors come into play when [...]

4 Money Blunders That Could Leave You Poorer2016-12-14T17:06:03-08:00

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