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.

Begin Investing While You’re Young

2021-02-25T08:01:50-08:00

There’s a simple word that has profound implications for savings and investing: compounding. Like a snowball that grows as it rolls down a hill, compounding provides the potential for your money to grow, reinvesting your investment earnings. It is a basic model for growth potential, and the more you invest, the greater the opportunities [...]

Begin Investing While You’re Young2021-02-25T08:01:50-08:00

Avoiding COVID-19 Scams

2021-02-23T09:26:20-08:00

It seems like when we go through difficult times, it brings out the best in people but it also brings out the worst.  I know firsthand about amazing and heroic and selfless behavior from people in my community and around the country. It's a wonderful thing to see and it makes me have faith [...]

Avoiding COVID-19 Scams2021-02-23T09:26:20-08:00

Stimulus Matters: Retail Sales Rebound Big in January

2021-02-18T14:36:09-08:00

The US economy had a tumultuous year in 2020, to say the least, and after rebounding strongly in the third quarter, the holiday surge in COVID-19 cases increased the risk that the economy may stumble heading into the new year. The sharp increase in new COVID-19 cases led to additional curbs on activity to contain [...]

Stimulus Matters: Retail Sales Rebound Big in January2021-02-18T14:36:09-08:00

Jobs Report: US Jobs Market Seeking Shot In The Arm

2021-02-08T14:13:32-08:00

US payrolls grew month over month in January following a brief dip into negative territory in December. Peering under the hood, though, this report did little to dispel the notion that the labor market’s recovery has been stalling out, and likely bolsters calls for additional fiscal stimulus. The US Bureau of Labor Statistics released its [...]

Jobs Report: US Jobs Market Seeking Shot In The Arm2021-02-08T14:13:32-08:00

2021 Stock Outlook: As January Goes, So Goes The Year

2021-02-08T14:07:02-08:00

Stocks got off to a nice start in 2021, until the late January selloff, as everyone got GameStop fever. Should bulls worry about what a down January might mean for the rest of 2021? There’s an old adage on Wall Street that suggests, “As goes January, so goes the year.” This was first discussed in [...]

2021 Stock Outlook: As January Goes, So Goes The Year2021-02-08T14:07:02-08:00

Will GameStop Stop the Bull Market?

2021-01-28T14:43:58-08:00

“In the short term, the market is a popularity contest. In the long term, the market is a weighing machine.” -Warren Buffett What happened with Game Stop? The incredible action from some of the most heavily shorted names has investors everywhere wondering what it all means? GameStop (GME) specifically has taken the country’s imagination by [...]

Will GameStop Stop the Bull Market?2021-01-28T14:43:58-08:00

12 Common Financial Planning Mistakes

2020-12-30T15:27:57-08:00

Over the years, people have confessed to me the financial planning mistakes they've made. From cashing out retirement accounts to buying too much on credit... and everything in between. You can hear the regret in their voice. While we can never reverse history and take back those financial mistakes, we do have the opportunity [...]

12 Common Financial Planning Mistakes2020-12-30T15:27:57-08:00

Three Fed Takeaways from an Extraordinary Year

2020-12-30T15:23:15-08:00

2020 was an extraordinary year for the Federal Reserve (Fed). The Fed responded swiftly and decisively to the rapidly accelerating financial and economic uncertainty brought on by efforts to contain the COVID-19 pandemic. The current Fed was helped by precedents and policies created during the 2008-09 recession, but also went beyond them to address the [...]

Three Fed Takeaways from an Extraordinary Year2020-12-30T15:23:15-08:00

Is an Opportunity Zone Fund Good for Tax Planning?

2020-12-21T15:24:23-08:00

Can I Defer and Lower My Taxes with a Qualified Opportunity Zone Fund? Recently, we learned that a Lebron James rookie card sold for $1,600,000! Assuming the owner paid $1 for the card, that’s a big windfall! But that could also be a large tax liability. Well, maybe not. Depending on the decisions of the [...]

Is an Opportunity Zone Fund Good for Tax Planning?2020-12-21T15:24:23-08:00

Solid Shopping Holiday Season

2020-12-28T11:50:00-08:00

Solid holiday shopping season. Holiday sales grew 3%, beating forecasts for a 2.4% increase according to MasterCard’s SpendingPulse. Online sales rose 49% year over year. These results were impressive for a recessionary period—the comparable figure dropped 3.5% in 2008—and highlight the resiliency of the US consumer and benefits of stimulus. Daily Insights Stocks open higher [...]

Solid Shopping Holiday Season2020-12-28T11:50:00-08:00
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