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.

What’s Your Financial Health Score?

2016-12-14T17:06:01-08:00

Developing a better budgeting process may be the biggest step toward that goal. Where does your money go? If you find yourself asking that question from time to time, it may relate to cash flow within your household. Having a cash flow management system may be instrumental in restoring some financial control. It is harder [...]

What’s Your Financial Health Score?2016-12-14T17:06:01-08:00

Getting Your Household Cash Flow Back Under Control

2016-12-14T17:06:02-08:00

Developing a better budgeting process may be the biggest step toward that goal. Where does your money go? If you find yourself asking that question from time to time, it may relate to cash flow within your household. Having a cash flow management system may be instrumental in restoring some financial control. It is harder [...]

Getting Your Household Cash Flow Back Under Control2016-12-14T17:06:02-08:00

4 Money Blunders That Could Leave You Poorer

2016-12-14T17:06:03-08:00

A “not-to-do” list for the new year & years to follow. How are your money habits? Are you getting ahead financially, or does it feel like you are running in place? It may come down to behavior. Some financial behaviors promote wealth creation, while others lead to frustration. Certainly other factors come into play when [...]

4 Money Blunders That Could Leave You Poorer2016-12-14T17:06:03-08:00

Key Tax Breaks Retroactively Reinstated

2016-12-14T17:06:03-08:00

The clock is ticking ... is opportunity knocking? If you hurry, you might realize some nice tax breaks before 2014 runs out. Once again, Congress has acted at the eleventh hour to bring back some expired tax perks. H.R. 5771, the Tax Increase Prevention Act, was passed and signed into law by President Obama on [...]

Key Tax Breaks Retroactively Reinstated2016-12-14T17:06:03-08:00

What’s Fueling the Drop in Oil Prices?

2016-12-14T17:06:04-08:00

 How long will it last? Who wins & loses from it? On the New York Mercantile Exchange, a barrel of light sweet crude is currently worth well under $60. Prices have dropped more than 25% in a month and almost 45% year-over-year. What is behind this freefall? How long will prices keep dropping, and who [...]

What’s Fueling the Drop in Oil Prices?2016-12-14T17:06:04-08:00

The Market Is Up & I Am Not … Why?

2016-12-14T17:06:04-08:00

Remember that the major indices don’t represent the entirety of Wall Street. The S&P 500 is up about 10% YTD, why aren’t I? If your investments are lagging the broad benchmark, you may be asking that very question. The short answer is that the S&P is not the overall market (and vice versa). Each year, [...]

The Market Is Up & I Am Not … Why?2016-12-14T17:06:04-08:00

Accentuating the Positive

2016-12-14T17:06:06-08:00

Retiring? Saving for retirement? Here’s some good news. Are 90% of articles written about retirement pessimistic? Sometimes it seems that way. Repeatedly, we are reminded that most baby boomers haven’t saved enough for the future. There’s no denying this, but the media is giving short shrift to other, more positive developments that may be improving [...]

Accentuating the Positive2016-12-14T17:06:06-08:00

Creating a Budget for Retirement

2016-12-14T17:06:06-08:00

It only makes sense – yet many retirees live without one. The importance of creating a budget for retirement. You won’t be able to withdraw an unlimited amount of money in retirement, so a retirement budget is a necessity. Some retirees forego one, only to regret it later. Run the numbers before you retire. Years [...]

Creating a Budget for Retirement2016-12-14T17:06:06-08:00

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