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.

Smart Financial Moves in Your 40s and 50s

2018-03-19T15:55:48-07:00

These crucial years call for action. Today, retirement may seem nearer to you than it once did. The following moves might be worth making—and soon. Catch-up contributions to your retirement accounts. Starting in the year you turn 50, you may make a total of $1,000 in catch-up contributions to your IRAs each year [...]

Smart Financial Moves in Your 40s and 50s2018-03-19T15:55:48-07:00

Simple Ways to Save More

2018-03-19T14:53:59-07:00

Tips on amassing more money to direct toward your goals. Saving for the future can be painless. You know the basics: start small, start early. Beyond that advice, what else can you do? Think about these ideas. Find an extra $50 a month. Young people are pretty frugal compared to older generations: as CNBC [...]

Simple Ways to Save More2018-03-19T14:53:59-07:00

Age and risk tolerance key to mastering asset allocation

2018-01-30T17:32:19-08:00

Is your portfolio age-appropriate?   Part art, part science, asset allocation is the mix of a portfolio's stocks, bonds and other investments that can help it meet a particular goal. In an oft-cited study, Brinson, Hood and Beebower noted that asset allocation—not investment acumen or market timing—accounts for more than 90 percent of an [...]

Age and risk tolerance key to mastering asset allocation2018-01-30T17:32:19-08:00

2018 Market Outlook: Return of the Business Cycle

2018-01-22T18:26:53-08:00

Over the past 8 years, extraordinarily accommodative monetary policy has served as the primary catalyst for spurring continued economic growth in the U.S. and around the globe. Although the economic expansion has delivered steady gross domestic product (GDP) growth, consistent returns for the broad stock market, and an improving job market, the expansion itself has been lackluster. While we’re still set in [...]

2018 Market Outlook: Return of the Business Cycle2018-01-22T18:26:53-08:00

Investment Implications of the New Tax Law

2018-01-08T18:22:37-08:00

After more than a year of political posturing and investor anticipation, Congress finally approved a $1.5 trillion tax cut, the most sweeping U.S. fiscal overhaul since 1986.   The 2017 Tax Cuts and Jobs Act was signed into law by President Trump last Friday, December 22, meeting his pledge to deliver tax reform [...]

Investment Implications of the New Tax Law2018-01-08T18:22:37-08:00

Surviving the Holiday Spending Season … Debt Free

2017-11-29T00:57:46-08:00

During this holiday season, avoid a credit card crunch and the dangerous pitfall of spending money earmarked for other goals, such as retirement. As the traditional giving season approaches, there is one important item to add to your to do list: Create a holiday budget. Before the gift shopping and wrapping begins, take [...]

Surviving the Holiday Spending Season … Debt Free2017-11-29T00:57:46-08:00

Does Your Portfolio Reflect Your Risk Tolerance?

2017-11-20T17:46:59-08:00

Smart investors understand all types of risk -- and use that knowledge to their advantage. When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type -- and the potential return associated with your retirement portfolio -- can help you determine whether your investments [...]

Does Your Portfolio Reflect Your Risk Tolerance?2017-11-20T17:46:59-08:00

Do You Need Travel Insurance?

2017-11-06T22:07:46-08:00

Travel Insurance is offered by many providers and readily available but do you need it? Whether you need travel insurance is likely to depend on your level of coverage from existing homeowner's, medical, automobile, and life insurance policies. In many instances, travel insurance may duplicate coverage that you already have. Travel insurance is likely to include [...]

Do You Need Travel Insurance?2017-11-06T22:07:46-08:00

Diversification: A Big Word, With Bigger Investment Implications

2017-11-06T21:21:41-08:00

When investing, don't put all of your eggs in one basket. Use diversification to manage risk and potentially enhance performance. In today's market environment, diversification is more important than ever.(1) But what is the thinking behind this big word? The process of diversifying -- or dividing your money among different types of investments -- is [...]

Diversification: A Big Word, With Bigger Investment Implications2017-11-06T21:21:41-08:00

Distributions and Rollovers: What You Need to Know About Roth 401(k)s

2017-09-26T02:48:43-07:00

The Roth 401(k) incorporates features of both Roth IRAs and traditional 401(k) plans. This article looks at rules governing distributions and rollovers that are unique to Roth plans. The Roth 401(k) resembles the Roth IRA, in that contributions are made with after-tax dollars and qualified withdrawals can be made tax free. But, as the name [...]

Distributions and Rollovers: What You Need to Know About Roth 401(k)s2017-09-26T02:48:43-07:00

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