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.

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

Getting Financially Fit for Retirement at 50

2016-12-14T17:06:07-08:00

Things for trailing-edge boomers & Gen Xers to consider. When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. It may offer a powerful reminder to trailing-edge baby boomers and Gen Xers, many of whom are wrapping up their second act [...]

Getting Financially Fit for Retirement at 502016-12-14T17:06:07-08:00

The A, B, C, & D of Medicare

2016-12-14T17:06:07-08:00

Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from. Parts A & B: Original Medicare. America created a national health insurance program for seniors in 1965 with two [...]

The A, B, C, & D of Medicare2016-12-14T17:06:07-08:00

The Value of Life Insurance Trusts

2016-12-14T17:06:07-08:00

An estate planning option more families ought to know about. You may think of life insurance in very simple terms: you buy a policy so that your loved ones will have some financial assistance when you die. Its functionality doesn’t end there. If it looks like your accumulated wealth will be subject to estate taxes [...]

The Value of Life Insurance Trusts2016-12-14T17:06:07-08:00

The Pros and Cons of Filing Jointly

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

Preparing for taxes after marriage. When you tie the knot, your financial lives will change. Marriage is one of those life events that can really affect your money and tax situation. If you are about to wed, here are a couple of things you’ll want to consider when it comes to taxes and household cash [...]

The Pros and Cons of Filing Jointly2016-12-14T17:06:08-08:00

Should You Buy the Dips

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

Market retreats & corrections may herald opportunities. When stocks retreat, should you pick up some shares? If you like to buy and hold, it may turn out to be a great move. Buying during a downturn or a correction may seem foolish to many, but if major indexes sink and investors lose their appetite for [...]

Should You Buy the Dips2016-12-14T17:06:08-08:00

Life Insurance at an Early Age

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

Here’s why it can be a good idea. You may have read that you don’t need to buy life insurance early in life. That’s not necessarily true. In fact, getting a policy before midlife may prove wise. Relatively few people opt for life insurance coverage between the ages of 18 and 45, yet there are [...]

Life Insurance at an Early Age2016-12-14T17:06:08-08:00

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