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.

Optimizing Required Minimum Distributions (RMD)

2021-03-01T16:08:06-08:00

Seventy-two is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions (RMDs) begin to be withdrawn annually from IRAs and employer-sponsored retirement plans (previously, the threshold was 70 ½). The milestone carries with it tax consequences that are not fixed. Rather, there are a [...]

Optimizing Required Minimum Distributions (RMD)2021-03-01T16:08:06-08:00

Common Retirement Investment Mistakes

2021-02-25T10:34:11-08:00

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠1 While the number is up slightly from the 2018 survey (23%), it underscores a pervasive sense of uncertainty among those approaching retirement age. While there is [...]

Common Retirement Investment Mistakes2021-02-25T10:34:11-08:00

Begin Investing While You’re Young

2021-02-25T08:01:50-08:00

There’s a simple word that has profound implications for savings and investing: compounding. Like a snowball that grows as it rolls down a hill, compounding provides the potential for your money to grow, reinvesting your investment earnings. It is a basic model for growth potential, and the more you invest, the greater the opportunities [...]

Begin Investing While You’re Young2021-02-25T08:01:50-08:00

Leading Indicators Turn Positive

2020-06-22T09:10:41-07:00

Yesterday, The Conference Board released last month’s reading for its Leading Economic Index (LEI), a composite of leading data series, which showed a month-over-month increase of 2.8%. As seen in the LPL Chart of the Day, the return to positive territory follows three straight months of negative monthly growth. ”We noted that the pace of [...]

Leading Indicators Turn Positive2020-06-22T09:10:41-07:00

Retail Sales Beat Shows Consumers Coming Back Strong

2020-06-18T07:44:46-07:00

COVID-19 has decimated global demand as lockdowns materially re-shaped consumer and business behavior. Even as states have begun to re-open, significant questions remain about how demand could recover. The May retail sales print provided one of the first glimpses of that answer, rising 17.7% month over month and marking the largest monthly gain since data [...]

Retail Sales Beat Shows Consumers Coming Back Strong2020-06-18T07:44:46-07:00

Next Rate Hike We See May Be 2023

2020-06-15T07:48:46-07:00

The Federal Reserve (Fed) completed its third scheduled policy meeting of the year Wednesday, June 10, and continued to signal strong support for the economy, committing to keeping rates near zero until it is confident of a recovery and maintaining bond purchases (“quantitative easing”), at least at the current level. “Despite some early signs [...]

Next Rate Hike We See May Be 20232020-06-15T07:48:46-07:00

Bond Markets Not Yet Believers

2020-06-15T07:49:29-07:00

The S&P 500 Index has rallied mightily off of its March 23 low, climbing almost 40% through the close of the market yesterday, as market participants look ahead to the economy continuing to gradually reopen. While there are signs that bond market participants’ overall assessment of the economy is slowly edging toward a similar [...]

Bond Markets Not Yet Believers2020-06-15T07:49:29-07:00

Are You Confused Yet? Stock Market Keeps Rising

2020-06-02T07:57:12-07:00

The stock market keeps going higher, yet the economic data remains some of the worst we’ve ever seen. This incredible disconnect has a lot of investors quite confused as to what is really happening. “Although this record rally has many scratching their heads, we need to remember the stock market is likely looking ahead [...]

Are You Confused Yet? Stock Market Keeps Rising2020-06-02T07:57:12-07:00

Investing With Confidence For the Long Term

2020-04-07T09:15:04-07:00

Experiencing a major pullback in stocks is never a comfortable feeling when you're investing. In times like these, we believe it can be helpful to set aside the daily headlines and keep perspective of how stocks have historically performed over the long term. After all, the majority of market participants are long-term investors, not day [...]

Investing With Confidence For the Long Term2020-04-07T09:15:04-07:00

Is a Depression Coming?

2020-04-02T10:49:41-07:00

“Could there be another depression” is one of the top questions we’ve received over the past week. “Yes, we are in a recession and many are worried if things may get much worse before they get better,” explained LPL Financial Senior Market Strategist Ryan Detrick. “But we continue to think the double-barrel of support from [...]

Is a Depression Coming?2020-04-02T10:49:41-07:00
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