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.

Making Your Money Work Harder for Retirement

2016-12-14T17:06:55-08:00

Little things you could do that could help you leave work a little sooner. Little things matter. When planning for retirement, people naturally think about the big things – arranging sufficient income, amassing enough savings, investing so that you don’t outlive your money, managing forms of risk. All of this is essential. Still, there are [...]

Making Your Money Work Harder for Retirement2016-12-14T17:06:55-08:00

Looking Back at 2013

2016-12-14T17:06:56-08:00

How good a year was it for the economy? Statistics tell the tale. Was 2013 a terrific year for stocks? Absolutely. The good news wasn’t limited to Wall Street, however: the employment rate fell, the economy revved up, home prices rose and inflation pressure was minimal. Bulls triumphed. Christmas Eve brought the Dow’s 49th record [...]

Looking Back at 20132016-12-14T17:06:56-08:00

It Isn’t Too Late to Save for Retirement

2016-12-14T17:06:57-08:00

If you’re 40 or 50 and haven’t begun, you must make the effort. Some people start saving for retirement at 20, 25, or 30. Others start later, and while their accumulated assets will have fewer years of compounding to benefit from, that shouldn’t discourage them to the point of doing nothing.    If you need [...]

It Isn’t Too Late to Save for Retirement2016-12-14T17:06:57-08:00

2014 Investment Outlook

2016-12-14T17:06:57-08:00

The  2014 Investment Outlook from LPL is here. "In the year ahead, there are many reasons investors can return to the basics of growing and preserving their portfolios and spend less time gauging the actions of policymakers." A farming almanac is an annual publication containing a guide for the coming year and a forecast of [...]

2014 Investment Outlook2016-12-14T17:06:57-08:00

Who Buys When the Fed Does Not?

2013-10-29T23:07:09-07:00

Who will step in to fill the void once the Federal Reserve decides to exit the bond market? Anthony Valeri, Senior Vice President and Fixed Income Strategist

Who Buys When the Fed Does Not?2013-10-29T23:07:09-07:00

Women & Money Paralysis

2016-12-14T17:06:59-08:00

Not making a move may not be the best move to make. A decision not made may have financial consequences. There is an old belief that women are more cautious about money than men, and whether you believe that or not, both women and men may fall prey to a kind of money paralysis as [...]

Women & Money Paralysis2016-12-14T17:06:59-08:00

Dividend Reinvestment and Compound Interest

2016-12-14T17:06:59-08:00

Their combined power must be recognized & appreciated. Why reroute dividends back into your investments? Isn’t taking the income the preferred outcome when a dividend is produced? Some retirees and pre-retirees are eager for dividend income in periods of low interest rates. Even so, the choice to buy more shares has merit for the long [...]

Dividend Reinvestment and Compound Interest2016-12-14T17:06:59-08:00
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