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.

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

Road to Recovery Playbook Factor #1: COVID-19 Case Update

2020-04-01T07:15:05-07:00

Factor #1 in our Road to Recovery Playbook is finding confidence in the peak of COVID-19 cases in the United States. At LPL Research we are monitoring this factor daily, and we wanted to provide an update into what we are seeing. As shown in the LPL Chart of the Day, while the number of [...]

Road to Recovery Playbook Factor #1: COVID-19 Case Update2020-04-01T07:15:05-07:00

Examining Bear Market Bounces

2020-03-31T10:13:28-07:00

The big equity bounce has continued, with the S&P 500 Index up more than 17% from the multi-year lows hit last Monday. The big question on many investors’ minds is could this be a bear market rally? After all, some of the most spectacular short-term bounces took place during bear markets. According to our friends [...]

Examining Bear Market Bounces2020-03-31T10:13:28-07:00

Erick, I’m nervous! What do I do now? 3 Questions I Am Being Asked Lately

2020-03-27T07:19:34-07:00

Another wild week. The emotions are running high and that might cause you to make bad decisions about your money and your 401(k). In the last few days I've gotten calls asking: "What do I do now?" - Some clients want to cash out or move to a money market. If you do, when the [...]

Erick, I’m nervous! What do I do now? 3 Questions I Am Being Asked Lately2020-03-27T07:19:34-07:00

Making Sense of Skyrocketing Jobless Claims

2020-03-26T08:56:51-07:00

Weekly new jobless claims were reported this morning, and to no one’s surprise they rose to levels thought unimaginable just a few weeks ago. As shown in the LPL Chart of the Day, 3.3 million people filed new claims for unemployment benefits in the week ending March 21, almost 5 times the previous high of [...]

Making Sense of Skyrocketing Jobless Claims2020-03-26T08:56:51-07:00

Market Volatility Stresses Liquidity

2020-03-25T09:11:15-07:00

The COVID-19 pandemic has caused unprecedented volatility in recent weeks that has investors and traders scrambling to assess the economic and market impact of the aggressive containment measures. This past week the CBOE Volatility Index (VIX), which measures the implied 30-day volatility of the S&P 500 Index based on options contracts, measured its highest reading [...]

Market Volatility Stresses Liquidity2020-03-25T09:11:15-07:00

Time In The Market Versus Timing The Market

2020-03-24T14:12:21-07:00

The incredible volatility continues, with the S&P 500 Index now in one of its worst bear markets ever, along the way making the quickest move from an all-time high to down 30% at only 22 days. What is a long-term investor to do? “Although market timing is very alluring to investors, especially after the past [...]

Time In The Market Versus Timing The Market2020-03-24T14:12:21-07:00

Road to Recovery Playbook Factor #1: Peak COVID-19 Cases

2020-03-24T14:02:07-07:00

As COVID-19-related fear continues grip global financial markets, we wanted to take a closer look at factor #1 in our Road to Recovery Playbook: confidence in the timing of a peak of new COVID-19 cases in the United States. This is probably the most difficult signal in the playbook to call with any degree of [...]

Road to Recovery Playbook Factor #1: Peak COVID-19 Cases2020-03-24T14:02:07-07:00

Fiscal Stimulus Bazooka Is Imminent

2020-03-23T15:41:12-07:00

Policy makers in Washington, DC, worked over the weekend to try to put the finishing touches on a significant stimulus package to help cushion the economic and financial blow being delivered by the COVID-19 pandemic.  The Federal Reserve (Fed) is “all in” already. After Monday’s announcement, which we will discuss in another post , it is fair [...]

Fiscal Stimulus Bazooka Is Imminent2020-03-23T15:41:12-07:00
Go to Top