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.

Spoofing – Have You Been a Victim?

2024-05-09T15:31:00-07:00

In the FBI’s 2023 Internet Crime Report, email spoofing has cost the world over $18 million and leads all other categories with the most complaints filed. An average of 3 billion spoofing emails are sent per day. Understanding how to identify and avoid them can prevent you from becoming a victim and keep your accounts [...]

Spoofing – Have You Been a Victim?2024-05-09T15:31:00-07:00

Market Performance Remains a Tale of Haves and Have-Nots

2024-07-17T15:26:44-07:00

The S&P 500 strung together 37 record highs this year aboard an 18.1% rally, as of July 10. The advance has largely been powered by a handful of mega cap names tied to technology and/or artificial intelligence. In fact, six stocks — NVIDIA (NVDA), Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), Meta (META), and Alphabet [...]

Market Performance Remains a Tale of Haves and Have-Nots2024-07-17T15:26:44-07:00

Stock Market Forecast: Double Digit Earnings Growth on Tap

2024-07-16T14:30:32-07:00

With stock valuations elevated after such a strong first half, earnings growth will be key to holding, or potentially building on these gains. LPL Research believes stocks have gotten a bit over their skis, but earnings season may not be the catalyst for a pullback in the near term given all signs point to another [...]

Stock Market Forecast: Double Digit Earnings Growth on Tap2024-07-16T14:30:32-07:00

Medicare A, B, C, and D – Making Sense of it all

2024-05-09T15:22:49-07:00

With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your healthcare costs. Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes or who [...]

Medicare A, B, C, and D – Making Sense of it all2024-05-09T15:22:49-07:00

How to Identify Investment Scams

2024-05-09T14:45:43-07:00

Bernard Madoff Based on the FBI’s most recent internet crime report, investment fraud saw a 38% increase in 2023 with losses accruing up to $4.57 billion dollars. It is important to note that the FBI has seen investment scam losses increase exponentially since 2020, showing no signs of slowing down. Cybercriminals are relying [...]

How to Identify Investment Scams2024-05-09T14:45:43-07:00

3 Tax Advantages When You Invest in Qualified Opportunity Zones

2024-05-08T13:56:07-07:00

Qualified Opportunity Zones (QOZs) come up often in financial planning conversations, particularly for clients who have a strong need to mitigate capital gains tax issues. A QOZ is a classic example of one investing tool which delivers the most value as one component of a multifaceted strategy. A QOZ has four main benefits: Defer the [...]

3 Tax Advantages When You Invest in Qualified Opportunity Zones2024-05-08T13:56:07-07:00

Deepfakes – How Scammers Overseas and in US Are Targeting You and Your Money

2024-05-09T14:46:19-07:00

Be aware: This article discusses the rising impact of Deepfakes and how to identify them. With the growth of technology, we’ve seen the evolution and adoption of artificial intelligence (AI) skyrocket. Looking to simplify workflows or to innovate upon existing business, cyber criminals are using these same tools to for more sophisticated cyberattacks to commit [...]

Deepfakes – How Scammers Overseas and in US Are Targeting You and Your Money2024-05-09T14:46:19-07:00

Financial Tip: Review All Your Insurance Policies Annually to Protect Your Assets

2024-05-08T13:55:48-07:00

Check Off Your Insurance Check-Up: An Insurance Coverage Checklist Insurance is one of the most crucial components of financial well-being, even though you may not necessarily receive an actual payout from a policy. Many things in life are especially valuable, such as your time, your health, your home, and even your life. Insurance can [...]

Financial Tip: Review All Your Insurance Policies Annually to Protect Your Assets2024-05-08T13:55:48-07:00

8 Fun Tax Tips for Small Business Owners

2024-05-06T11:44:55-07:00

Small Business Owners - Dance Your Way to Tax Benefits Jazz up your financial dance floor by steering clear of the dull groove of inaccurate record keeping! Picture this: a well-choreographed routine of meticulous bookkeeping, where every dollar waltzes in and out, setting the stage for a financially focused business extravaganza. Keep those records in [...]

8 Fun Tax Tips for Small Business Owners2024-05-06T11:44:55-07:00
Go to Top