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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.

Maximizing Retirement Income

2023-11-20T15:56:59-08:00

Doing Some Tax Planning Now Can Pay Off Later in Retirement For many people, retirement is not a time to slow down and stop. It’s a time to explore the next great chapters of your life and build upon everything you’ve learned and experienced so far.  Another thing that doesn’t slow down or stop [...]

Maximizing Retirement Income2023-11-20T15:56:59-08:00

Opinion: Consumer Inflation Falls Below 1% Over Second Half of 2022

2023-01-12T16:34:49-08:00

We received our final reading on Consumer Price Index (CPI) inflation for 2022 this morning, which gave us the inflation numbers for December 2022. Helped by declining energy prices, the index fell 0.1% in December, in line with economists’ consensus expectation and the largest monthly decline since April 2020. Consumer inflation advanced less than [...]

Opinion: Consumer Inflation Falls Below 1% Over Second Half of 20222023-01-12T16:34:49-08:00

Financial Planning – Get the Big Picture for You and Your Family

2022-12-14T11:44:26-08:00

Financial Planning - The Big Picture for You and Your Family Do you picture yourself owning a new home...starting a business... or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag. That's where financial planning comes in. Financial planning is [...]

Financial Planning – Get the Big Picture for You and Your Family2022-12-14T11:44:26-08:00

Understanding Capital Gains Tax (for investors)

2022-12-02T10:41:25-08:00

Capital Gains Tax Overview (for all investors) As an investor, you may be impacted by capital gains if you sell your investment – whether at a gain or loss. Understanding capital gains may help with your overall investment strategy and the potential to preserve your wealth. Below are a few insights into capital gains [...]

Understanding Capital Gains Tax (for investors)2022-12-02T10:41:25-08:00

Are Post-Election Trends Supportive of Stocks?

2022-11-23T11:04:15-08:00

Do we have a Santa Claus rally in the making? The midterms produced mixed government, which we see as supportive to stocks due to political gridlock reducing the policy uncertainty that can weigh on market sentiment. We are also moving into a stage of the presidential cycle that has been historically supportive. Year three [...]

Are Post-Election Trends Supportive of Stocks?2022-11-23T11:04:15-08:00

Ask Erick: Can I Contribute to a 401k AND a Roth IRA?

2022-11-21T11:12:37-08:00

Erick, can I contribute to my 401k AND a Roth IRA? Yes, tax payers can max out their contributions to both 401ks and Roth IRAs, assuming their income threshold is below the amount that would prohibit contributing to the Roth. Filing Status 2022 or 2023 Income range Maximum Annual Contribution Married filing jointly [...]

Ask Erick: Can I Contribute to a 401k AND a Roth IRA?2022-11-21T11:12:37-08:00

Pensions pay guaranteed income for life. Can you get one?

2022-10-20T10:09:40-07:00

After investing for 40 years, many people are tired and worn out from stock market “corrections”. They just don’t want to worry anymore. Some lucky people (teachers, firefighters, and police) have pensions that guarantee them income for life.  What about the rest of us? Fortunately, we have options to consider. Did you know there [...]

Pensions pay guaranteed income for life. Can you get one?2022-10-20T10:09:40-07:00

Taking Stock of Uncertain Markets

2022-10-14T11:27:02-07:00

In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. It has been a difficult year, not only for investors but also [...]

Taking Stock of Uncertain Markets2022-10-14T11:27:02-07:00

Five Things to Know About Preferred Securities

2022-08-31T10:50:29-07:00

Like most financial markets, preferred securities have generated negative returns so far this year, however the value proposition remains. Preferreds offer generous yields, both absolute and after-tax, with their high income stream serving as a total return buffer against future spread volatility. “Preferred securities can be higher yielding alternatives to traditional core fixed income [...]

Five Things to Know About Preferred Securities2022-08-31T10:50:29-07:00

Earnings Season Ends with a Whimper – Where We Go from Here?

2022-08-23T17:28:26-07:00

Earnings Season Ends With a Whimper - Where will stock market go from here? Mixed results from mostly retailers, pushed S&P 500 earnings growth down from 6.4% to 6.3% last week, though that growth rate is still 2.2 percentage points above the June 30 estimate. Energy, healthcare, and utilities have produced the biggest upside [...]

Earnings Season Ends with a Whimper – Where We Go from Here?2022-08-23T17:28:26-07:00
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