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.

Common Retirement Investment Mistakes

2021-02-25T10:34:11-08:00

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠1 While the number is up slightly from the 2018 survey (23%), it underscores a pervasive sense of uncertainty among those approaching retirement age. While there is [...]

Common Retirement Investment Mistakes2021-02-25T10:34:11-08:00

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

When to Begin Collecting Social Security

2021-02-25T08:05:44-08:00

Deciding when to retire and begin collecting Social Security is an important life decision. For some, savings losses may dictate that you delay your retirement plans and continue working, which means postponing when you begin collecting Social Security. Current law allows workers to begin collecting Social Security between 62 and 70 years of age. [...]

When to Begin Collecting Social Security2021-02-25T08:05:44-08:00

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

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

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

How Can I Teach My Children About Money?

2020-10-21T16:02:18-07:00

Teach Your Children Well - 10 Steps to Financial Education Teaching your children to be financially responsible is one of life’s critical lessons. As your children mature, you will have many opportunities to teach them about good financial management, from kindergarten to adulthood. Financial Education in the Early years STEP 1. Shop with your young [...]

How Can I Teach My Children About Money?2020-10-21T16:02:18-07:00
Go to Top