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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.

How to Prepare For a Consultation with a Financial Advisor

2020-10-06T07:41:31-07:00

In order to prepare for the appointment with the financial advisor here's how to prepare. To properly prepare for your meeting, you should get organized in 2 categories: Questions Current statements Let's start with “Questions” first There are questions for you to consider and your questions for the financial advisor. Questions For You Organize your [...]

How to Prepare For a Consultation with a Financial Advisor2020-10-06T07:41:31-07:00

Consumer Confidence on the Rise

2020-09-30T17:19:47-07:00

Confidence is on the rise. The Conference Board’s Consumer Confidence Index jumped to 101.8 from August’s 86.3, beating estimates by the most since November 2011 and delivering the largest month-over-month increase since April 2003. Not surprisingly, the majority of the previous largest monthly increases occurred at the end of a recession or beginning of a new expansion. [...]

Consumer Confidence on the Rise2020-09-30T17:19:47-07:00

Was Trump Right About Rates?

2020-09-07T07:14:58-07:00

Federal Reserve (Fed) Chair Jerome Powell gave a significant speech at the annual central bank symposium at Jackson Hole last week in which he laid out the general conclusions of the Fed’s review of its Statement on Longer-Run Goals and Monetary Policy Strategy. That document outlines how the Fed goes about fulfilling its congressionally assigned [...]

Was Trump Right About Rates?2020-09-07T07:14:58-07:00

When Do Rates Start Rising After a Recession?

2020-09-02T11:51:11-07:00

As the economy begins to recover, with the early stage more robust than expected, we increasingly get asked when interest rates will move meaningfully higher. As shown in the LPL Chart of the Day, historically rates don’t start to move higher until a median of about two years after a recession starts, and five [...]

When Do Rates Start Rising After a Recession?2020-09-02T11:51:11-07:00

Latest Charts on Economy and COVID-19

2020-08-31T15:49:19-07:00

We continue to follow high-frequency data to assess whether the US recovery remains on track or if it has been derailed by COVID-19 outbreaks in parts of the country. Here we look at 5 charts that illustrate that the economic recovery remains on track and help explain why stocks continue to do so well despite [...]

Latest Charts on Economy and COVID-192020-08-31T15:49:19-07:00

Are Recessions Good For Stocks

2020-08-05T14:12:45-07:00

This isn’t like any recession we’ve ever seen, as it was sparked by a horrible pandemic and happened because people were told to stay inside. The impact was the worst contraction in gross domestic product (GDP) last quarter that anyone who is reading this has ever seen. But what is quite surprising is the fact [...]

Are Recessions Good For Stocks2020-08-05T14:12:45-07:00

Biggest GDP Contraction Ever

2020-07-30T15:57:20-07:00

The best thing we can say about today’s US gross domestic product (GDP) report for the second quarter is that it’s behind us. GDP contracted at a 32.9% annualized rate during the quarter, the largest decline on record. If we had quarterly GDP stats during the Great Depression, this quarter’s contraction might have eclipsed those [...]

Biggest GDP Contraction Ever2020-07-30T15:57:20-07:00

Dollar Weakness May Continue

2020-07-23T17:40:54-07:00

The US dollar was remarkably strong during the first quarter of 2020, benefitting from the flight to safety and rallying to nearly a 10% year-to-date gain at the stock market’s low point on March 23. However, as equity markets have recovered, and the US has continued to fight the COVID-19 pandemic, the dollar has given [...]

Dollar Weakness May Continue2020-07-23T17:40:54-07:00

Real-Time Data Recovery Stalled Amid COVID-19 Resurgence

2020-07-15T14:49:01-07:00

We check in again today on some of the real-time economic data that LPL Research is monitoring to provide insight into how the latest increase in COVID-19 cases and the rollback of certain reopening measures are affecting the state of the US economy, as traditional monthly and quarterly economic data are too slow to pick [...]

Real-Time Data Recovery Stalled Amid COVID-19 Resurgence2020-07-15T14:49:01-07:00

Mortgage Rates Fall to Record Low

2020-06-30T13:51:12-07:00

Nearly four months ago, in late February, the 10-year Treasury yield broke to its lowest level ever, undercutting the record lows from 2016 of 1.32%. Over the following two weeks, as fears surrounding the COVID-19 pandemic intensified, interest rates experienced an unprecedented collapse, with the yield on the 10-year Treasury note eventually trading as low [...]

Mortgage Rates Fall to Record Low2020-06-30T13:51:12-07:00
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