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.

Outlook 2021: The Bull Market in Stocks Continues

2020-12-09T14:30:02-08:00

As we explain in Outlook 2021, we anticipate a strong earnings rebound in 2021 will help stocks grow into their current valuations. “The earnings story isn’t just about 2021,” explained LPL Financial Chief Market Strategist Ryan Detrick. “We see S&P 500 Index earnings per share of $190 by the end of 2022, well above the previous record [...]

Outlook 2021: The Bull Market in Stocks Continues2020-12-09T14:30:02-08:00

30,000 Reasons To Be Thankful (Dow Reaches Record 30,000)

2020-11-25T15:26:34-08:00

As 2020 winds down, it has been an extremely tough year on all of us. Still, there are many reasons to be thankful and today we will share some reasons investors should be thankful. Stocks have had one of the largest reversals ever in 2020, something to be thankful for. In fact, this could be [...]

30,000 Reasons To Be Thankful (Dow Reaches Record 30,000)2020-11-25T15:26:34-08:00

Private Equity Funds: Not Just for Ultra-Wealthy

2021-02-25T11:51:31-08:00

Can private equity funds help you minimize risk and achieve higher returns than other investments? Introduction to Private Equity Funds Historically, investors have looked to private equity as a potential source of attractive returns, low correlation to other asset classes, diversification from public securities & the possibility of returns  greater than those otherwise available [...]

Private Equity Funds: Not Just for Ultra-Wealthy2021-02-25T11:51:31-08:00

3 Election Charts That Caught Our Attention

2020-11-09T13:23:33-08:00

Stocks just had their best week since April, with the S&P 500 Index incredibly a chip shot away from new all-time highs. Joe Biden will be the next President of the United States, but markets are confident Republicans will maintain the Senate, and this means gridlock in Washington. Remember, gridlock is good, as it pulls [...]

3 Election Charts That Caught Our Attention2020-11-09T13:23:33-08:00

Our Post Election Thoughts

2020-11-05T14:10:17-08:00

As of Thursday morning, a winner to the 2020 presidential election has yet to be “officially” declared as several battleground states have yet to be called. Even as more clarity emerges from remaining votes being counted in Arizona, Nevada, and Pennsylvania today and tomorrow, recounts and legal challenges could draw this out longer. A Democratic [...]

Our Post Election Thoughts2020-11-05T14:10:17-08:00

An Election Pattern You Might Not Know About

2020-10-30T10:12:49-07:00

With Election Day a mere five days away, we at LPL Research thought we would add one last election forecaster to the mix of what we’ve presented over the last several months—as much because of what it might tell us about the American electorate as what it might tell us about the election. As shown [...]

An Election Pattern You Might Not Know About2020-10-30T10:12:49-07:00

GDP Bounces Back: October 29th Surprise

2020-10-29T10:54:43-07:00

The outbreak of COVID-19 and the subsequent lockdowns triggered the largest quarter over-quarter decline in gross domestic product (GDP) since WWII, so perhaps it comes as no surprise that the following quarter tallied the sharpest rebound in that same time period. GDP expanded 33.1% on an annualized basis in the third quarter, ahead of Bloomberg [...]

GDP Bounces Back: October 29th Surprise2020-10-29T10:54:43-07:00

Why Stocks Want President Trump To Win

2020-10-21T16:12:04-07:00

Now that we have your attention with that eye-grabbing title, there’s definitely something to the idea that stocks perform better the year after a sitting president wins reelection. “Think about it—usually when a president wins reelection, it means the economy is going pretty strong, so stocks tend to do well,” explained LPL Financial Chief Market [...]

Why Stocks Want President Trump To Win2020-10-21T16:12:04-07:00

Follow the Bouncing Stimulus Ball

2020-10-12T08:43:59-07:00

Stimulus talks in Washington, DC, are getting a lot of attention from investors—and for good reason. The midpoint of the two offers—roughly $1.6 trillion from the White House and $2.2 trillion from US House Democrats—is about 9% of last year’s US gross domestic product (source: Bureau of Labor Statistics). That’s a big deal in terms [...]

Follow the Bouncing Stimulus Ball2020-10-12T08:43:59-07:00

September Insights – How did investments perform overall?

2020-10-06T08:10:08-07:00

US and International Equities The S&P 500 Index gave back some gains in September after a strong five-month run, with most sectors finishing in the red. The utilities and materials sectors were the exceptions, both gaining for the month. The sectors with the largest pullbacks this past month were energy, communication services, information technology, and [...]

September Insights – How did investments perform overall?2020-10-06T08:10:08-07:00
Go to Top