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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.

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

2021 Market Outlook – How to Invest in 2021

2020-12-22T17:42:44-08:00

“MORE THAN MOST YEARS, it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a surprisingly sharp reversal, a hotly contested election where passions ran high, the impact of lockdowns—it was an unusual year of extraordinary challenges. In [...]

2021 Market Outlook – How to Invest in 20212020-12-22T17:42:44-08:00

In Inflation Looming?

2020-12-11T10:43:12-08:00

The November reading for the Consumer Price Index (CPI), the most well-known measure of inflation, was released Thursday, December 12, and while both the headline and “core” readings (excluding food and energy) came in slightly higher than the Bloomberg-surveyed economists’ consensus, core inflation remains tame at 1.6% over the trailing year. Inflation is likely to [...]

In Inflation Looming?2020-12-11T10:43:12-08:00

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

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