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.

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

There is no getting around it. Paying for college is expensive.

2022-07-08T07:29:49-07:00

What goals do you have for your child? The average cost of college in the United States is $35,720 per student per year. This number has tripled in 20 years! If you hope to send your kids to college, the sooner you have a plan in place to pay that bill the better. “College is [...]

There is no getting around it. Paying for college is expensive.2022-07-08T07:29:49-07:00

Determining if it Makes Sense to Move or Remodel

2022-07-01T13:58:49-07:00

If you already own your home or have significantly paid down your mortgage, your first instinct might be to make it larger or more efficient. But you must weigh the time, expense, and inconvenience of remodeling against the pricier options of buying and building. Whichever choice you make, ensure you understand the available financing [...]

Determining if it Makes Sense to Move or Remodel2022-07-01T13:58:49-07:00

Moving Back in With Parents After Living Independently

2022-06-22T09:43:24-07:00

Baby Boomers and Their “Boomerang” Children In recent years, many Baby Boomers have witnessed a growing trend: Their children are moving back home after graduating from college. I have many clients facing this right now. In part, the return of the “boomerang” children to the nest may be due to the high cost of [...]

Moving Back in With Parents After Living Independently2022-06-22T09:43:24-07:00

Indefinitely working from home? Use this opportunity to save money.

2022-06-17T12:20:10-07:00

The pandemic caused many people to work from home, and some companies do not plan to return to office-based work until this summer, if ever. While you may view this as a mixed blessing, you can capitalize on the situation to save money for your short- and long-term goals. Your savings might not stem [...]

Indefinitely working from home? Use this opportunity to save money.2022-06-17T12:20:10-07:00
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