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.

Long-term Care Benefits and What They Cover

2022-10-12T16:06:25-07:00

Long-term care insurance coverage can help pay for home health care, nursing home costs, adult day care and other qualifying services. Benefits are paid tax-free after qualifying conditions are met.1 If you never need long-term care, your beneficiaries will receive your death benefit, tax-free. What does long-term care insurance cover? Long-term care insurance can help pay [...]

Long-term Care Benefits and What They Cover2022-10-12T16:06:25-07:00

Taking Stock of Uncertain Markets

2022-10-14T11:27:02-07:00

In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. It has been a difficult year, not only for investors but also [...]

Taking Stock of Uncertain Markets2022-10-14T11:27:02-07:00

How much does life insurance cost?

2022-09-30T13:14:21-07:00

The cost of life insurance may be less expensive than most people think. One survey found that respondents consistently overestimated the cost of term life coverage, and that half of the population estimated the cost of life insurance at more than three-times the actual cost.1 So how much does life insurance really cost? That depends on the [...]

How much does life insurance cost?2022-09-30T13:14:21-07:00

How much life insurance do I need?

2022-09-27T14:26:52-07:00

Investing & retirement resources It's not really about how much life insurance you need. It's how much money your family will need after you're gone. We’re here to help you make important decisions about insurance planning to protect your loved ones. The right level of coverage When buying a life insurance policy, it's important to choose the [...]

How much life insurance do I need?2022-09-27T14:26:52-07:00

How do I choose the right life insurance product?

2022-09-19T11:41:11-07:00

Common Questions Why do I need life insurance? Life insurance can offer you some reassurance that the people you love will be taken care of if a tragedy strikes. Payouts are tax-free, so that’s one less thing they will need to worry about. What is the difference between the types of life insurance? Term life [...]

How do I choose the right life insurance product?2022-09-19T11:41:11-07:00

Five Things to Know About Preferred Securities

2022-08-31T10:50:29-07:00

Like most financial markets, preferred securities have generated negative returns so far this year, however the value proposition remains. Preferreds offer generous yields, both absolute and after-tax, with their high income stream serving as a total return buffer against future spread volatility. “Preferred securities can be higher yielding alternatives to traditional core fixed income [...]

Five Things to Know About Preferred Securities2022-08-31T10:50:29-07:00

Earnings Season Ends with a Whimper – Where We Go from Here?

2022-08-23T17:28:26-07:00

Earnings Season Ends With a Whimper - Where will stock market go from here? Mixed results from mostly retailers, pushed S&P 500 earnings growth down from 6.4% to 6.3% last week, though that growth rate is still 2.2 percentage points above the June 30 estimate. Energy, healthcare, and utilities have produced the biggest upside [...]

Earnings Season Ends with a Whimper – Where We Go from Here?2022-08-23T17:28:26-07:00

Is This the Start of a New Bull Market?

2022-08-19T16:29:08-07:00

Investors cheered the two better-than-expected inflation reports last week, pushing the S&P 500 to 16% above its June 16 low and only 11% below its all-time high. After this rebound, the key question investors are asking is whether this is a bear market rally that will soon fizzle or the start of a new [...]

Is This the Start of a New Bull Market?2022-08-19T16:29:08-07:00

Erick Arndt named one of Valley 200’s Most Influential Leaders

2022-08-16T11:41:59-07:00

Virtue Wealth Management Founder Erick Arndt was recently given the honor of being named in the Valley 200 Most Influential Leaders by the San Fernando Valley Business Journal! Valley 200 2022:Erick ArndtSCV StartupVirtue Wealth ManagementRetirement Partners of CaliforniaRead the full article here.  Book a consultation Download "12 Common Financial Mistakes to Avoid" for Free! [...]

Erick Arndt named one of Valley 200’s Most Influential Leaders2022-08-16T11:41:59-07:00

The Three Buckets Principle

2022-08-08T07:04:37-07:00

"I tell all my clients about the 3 buckets of financial planning." #1 - Emergency Have at least 3 months of savings set aside. This money should not be touched except for emergencies and should be held in a separate savings account, NOT your checking account. It is there for emergencies and to keep [...]

The Three Buckets Principle2022-08-08T07:04:37-07:00
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