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.

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

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

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