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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.

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

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
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