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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.

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

Rising rates can benefit long-term investors.

2016-12-14T17:07:00-08:00

After hovering at or near record lows for several years, several areas of the bond market are now posting rising rates. Yes, this can result in many bonds losing value, but over time it can also mean more income and stronger total return for your bond holdings. Here’s a look at the last three periods of rising rates and [...]

Rising rates can benefit long-term investors.2016-12-14T17:07:00-08:00

Rise of the Global Consumer

2016-12-14T17:07:05-08:00

"The increasing affluence and the emergence of consumer classes in developing countries is a durable trend that should continue for many decades to come.” — Rob Lovelace, portfolio counselor Download this now: Rise of the Global Consumer Introduction: In Peru and other developing countries around the world, young men and women are doing things their parents never dreamed of. They are buying washing machines, taking their first [...]

Rise of the Global Consumer2016-12-14T17:07:05-08:00

Teach Your Children to Save for College

2016-12-14T17:07:05-08:00

Being part of the college planning process can be very educational for children, as it presents them with valuable financial lessons for the future. Children can earn money, learn about sources of financial aid, research potential colleges, and take other steps that may relieve their parents of some of the responsibility of college planning. Get [...]

Teach Your Children to Save for College2016-12-14T17:07:05-08:00

Portfolio Compass Investment Commentary Aug 2013

2013-08-13T07:12:22-07:00

The Portfolio Compass provides a snapshot of LPL Financial Research’s views on equity & alternative asset classes, the equity sectors, and fixed income. This biweekly publication illustrates our current views and will change as needed over a three- to 12-month time horizon. Download it free: LPL Portfolio Compass Aug 2013

Portfolio Compass Investment Commentary Aug 20132013-08-13T07:12:22-07:00

Consider Alternative Investments and Strategies to Manage Market Volatility.

2016-12-14T17:07:09-08:00

It feels like market volatility has become the new norm. How are large endowment funds like Yale and Harvard investing in these times? How are High Net Worth Individuals investing in these times? How are those funds performing? Watch this short video narrated by Ben Stein to learn more... Click here to watch the Elite [...]

Consider Alternative Investments and Strategies to Manage Market Volatility.2016-12-14T17:07:09-08:00

How Credit Freezes May Help to Combat Identity Theft

2016-12-14T17:07:09-08:00

Why do people elect to put their credit “on ice”? If you are worried about getting hacked – and, these days, who isn’t – a credit freeze is a precautionary measure that may be worth considering. Is a credit freeze an iron-clad, 100% guaranteed way to protect yourself from Identity Theft? Unfortunately, no. Just about [...]

How Credit Freezes May Help to Combat Identity Theft2016-12-14T17:07:09-08:00

Which Retirement Plan Suits You?

2016-12-14T17:07:09-08:00

All retirement plans are not the same. In fact, there is such a wide variety of retirement plans available that it is worth it to read up on your choices. Here’s a brief look at the different plans and what they have to offer. The traditional 401(k). Most people have such a retirement savings plan, [...]

Which Retirement Plan Suits You?2016-12-14T17:07:09-08:00
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