Personal Finance

Our Financial Advisors in Santa Clarita provide one-on-one personal finance strategies and Wealth Management 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.

Breaking Down the Real Costs of Purchasing a Home

2022-06-09T14:31:02-07:00

Before you start searching for a home, understand how much money you’ll really need. Home ownership has several advantages over renting, including lower monthly payments, deductible mortgage interest, and the accumulation of equity. But there is a definite price to pay for these benefits, including the expenses we detail here. The biggest spend is [...]

Breaking Down the Real Costs of Purchasing a Home2022-06-09T14:31:02-07:00

Munis Offer Compelling Relative Value Over Corporate Credit

2022-06-01T19:13:53-07:00

Municipal Bonds Offer Compelling Value Over Corporate Credit The national municipal market has been under the same price pressures as the fixed coupon taxable markets this year as markets have aggressively repriced faster interest rate hikes from the Federal Reserve (Fed). Adding to these price pressures however has been the liquidation of nearly 5% [...]

Munis Offer Compelling Relative Value Over Corporate Credit2022-06-01T19:13:53-07:00

Spend Your Money with Intention – Creating a Spending Plan

2022-06-01T09:25:19-07:00

Did You Tell Your Money What to Do? Learn how to spend your money with intention with a Spending Plan. Couples are made up of a saver…and a spender. Which one are you? The saver LOVES the idea of a budget. The spender calls them a party-pooper. The spender hates the idea of a [...]

Spend Your Money with Intention – Creating a Spending Plan2022-06-01T09:25:19-07:00

Considerations When Buying Your First Home.

2022-05-03T07:04:22-07:00

Purchasing your first home is a tremendous financial commitment. There are a number of factors to consider before signing off on that long-term mortgage.   So, you’re looking to purchase your first home. Congratulations! It’s an exciting time, creating a safe and secure home for yourself (and perhaps family) while building equity in a [...]

Considerations When Buying Your First Home.2022-05-03T07:04:22-07:00

Everything’s Better With Bacon

2022-02-16T06:57:40-08:00

It even makes understanding inflation easier. “Bacon’s the best. Even the frying of bacon sounds like applause. Bacon bits are like the fairy dust of the food community.” – Jim Gaffigan Let’s face it: talking about bacon is always fun. It can even help illustrate a topic that has been in the financial media [...]

Everything’s Better With Bacon2022-02-16T06:57:40-08:00

Messy Jobs Report Unlikely to Change Rate Hike Path – Biden Economy Failing?

2022-01-07T10:43:29-08:00

Is the Biden Economy Failing? A disappointing jobs report against a messy backdrop of uncertain seasonal adjustments, diverging internal surveys, unknown future effects from the Omicron variant, and the expiration of the monthly child tax credit is unlikely to alter the course of the Federal Reserve, which likely will be watching for greater clarity over [...]

Messy Jobs Report Unlikely to Change Rate Hike Path – Biden Economy Failing?2022-01-07T10:43:29-08:00

Stock Market Outlook 2022

2021-12-27T16:21:24-08:00

Passing the Baton LPL Research Outlook 2022: Passing the Baton is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the economy continues to move forward, we’re still feeling some aftershocks of COVID-19 and the Delta variant. At the same time, 2021 also saw a resurgence [...]

Stock Market Outlook 20222021-12-27T16:21:24-08:00

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