Retirement

Our Financial Advisors provide unrivaled retirement planning experise in Santa Clarita and across the US for our Wealth Management and Financial Planning clients. Our retirement planning clients include 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. Employees and retirement plan participants benefit from our fun and informative on-site seminars. 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.

Why 2014 May Be a Very Good Year

2016-12-14T17:06:55-08:00

More improvement may be in store for the economy & the stock market.  Will the economy & the bull market make further strides next year? On both Wall Street and Main Street, 2013 has turned out better than many analysts expected. Will the recovery gain additional momentum in 2014, and will stocks climb even higher? [...]

Why 2014 May Be a Very Good Year2016-12-14T17:06:55-08:00

Making Your Money Work Harder for Retirement

2016-12-14T17:06:55-08:00

Little things you could do that could help you leave work a little sooner. Little things matter. When planning for retirement, people naturally think about the big things – arranging sufficient income, amassing enough savings, investing so that you don’t outlive your money, managing forms of risk. All of this is essential. Still, there are [...]

Making Your Money Work Harder for Retirement2016-12-14T17:06:55-08:00

Looking Back at 2013

2016-12-14T17:06:56-08:00

How good a year was it for the economy? Statistics tell the tale. Was 2013 a terrific year for stocks? Absolutely. The good news wasn’t limited to Wall Street, however: the employment rate fell, the economy revved up, home prices rose and inflation pressure was minimal. Bulls triumphed. Christmas Eve brought the Dow’s 49th record [...]

Looking Back at 20132016-12-14T17:06:56-08:00

It Isn’t Too Late to Save for Retirement

2016-12-14T17:06:57-08:00

If you’re 40 or 50 and haven’t begun, you must make the effort. Some people start saving for retirement at 20, 25, or 30. Others start later, and while their accumulated assets will have fewer years of compounding to benefit from, that shouldn’t discourage them to the point of doing nothing.    If you need [...]

It Isn’t Too Late to Save for Retirement2016-12-14T17:06:57-08:00

Retirement Readiness is Top Priority

2016-12-14T17:06:57-08:00

Employers are focusing on their employees’ financial wellness and retirement readiness in 2013, according to a survey of 425 employers (representing 11 million employees) conducted by Aon Hewitt. Workers need 11 times their annual salary to have a financially secure retirement, but the average worker has a savings shortfall of 2.2 times their annual salary, [...]

Retirement Readiness is Top Priority2016-12-14T17:06:57-08:00

The Right Beneficiary

2016-12-14T17:06:58-08:00

Who should inherit your IRA or 401(k)? See that they do. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity? You may be able to answer such a question quickly and easily. Or you may be saying, “You know … I’m not totally [...]

The Right Beneficiary2016-12-14T17:06:58-08:00

The Major Retirement Planning Mistakes

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

Why are they made again and again? Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. [...]

The Major Retirement Planning Mistakes2016-12-14T17:07:00-08:00

Rising rates can benefit long-term investors.

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

After hovering at or near record lows for several years, several areas of the bond market are now posting rising rates. Yes, this can result in many bonds losing value, but over time it can also mean more income and stronger total return for your bond holdings. Here’s a look at the last three periods of rising rates and [...]

Rising rates can benefit long-term investors.2016-12-14T17:07:00-08:00

Rise of the Global Consumer

2016-12-14T17:07:05-08:00

"The increasing affluence and the emergence of consumer classes in developing countries is a durable trend that should continue for many decades to come.” — Rob Lovelace, portfolio counselor Download this now: Rise of the Global Consumer Introduction: In Peru and other developing countries around the world, young men and women are doing things their parents never dreamed of. They are buying washing machines, taking their first [...]

Rise of the Global Consumer2016-12-14T17:07:05-08:00

Pension Questions After the Detroit Bankruptcy

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

How many retirees face the possibility of less recurring income? On July 18, Detroit became the largest American city to file for Chapter 9 bankruptcy. What will happen to the pensions of its 20,000+ retired public employees? There is a possibility they could be reduced – perhaps greatly. In the wake of Detroit’s fiscal problems, [...]

Pension Questions After the Detroit Bankruptcy2016-12-14T17:07:06-08:00
Go to Top