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.

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

Circuit Breakers Explained

2020-03-23T10:13:22-07:00

Over the past few weeks, investors may have been introduced to a new term they weren’t previously familiar with: circuit breakers. Today, we answer a few simple questions about circuit breakers: What is a circuit break? A circuit breaker is a built-in temporary halt or momentary pause in trading in the stock market. What are the [...]

Circuit Breakers Explained2020-03-23T10:13:22-07:00

How Markets Bottom

2020-03-20T09:29:57-07:00

With US equities firmly in a bear market, even the most long-term investors are now looking ahead to when the selling may stop and where the S&P 500 Index might ultimately bottom. “Nobody knows exactly how this market bottom will play out,” said LPL Financial Senior Market Strategist Ryan Detrick. “However, using history as guide, [...]

How Markets Bottom2020-03-20T09:29:57-07:00

Understanding Medicare: Parts A, B, C, and D

2020-01-03T04:05:27-08:00

Medicare contains many rules that beneficiaries and their caregivers are required to learn. Perhaps the best way to grasp the program's details is to review the major components of the Medicare program: Parts A, B, C, and D. Medicare Part A: Hospital Insurance This insurance is designed to help cover the following: Inpatient care [...]

Understanding Medicare: Parts A, B, C, and D2020-01-03T04:05:27-08:00

The SECURE Act: Providing Benefits for Retirement Savings for Employees and Employers

2020-01-15T04:10:41-08:00

The SECURE Act - Top 10 Key Provisions to Provide Retirement Savings Benefits for Employees and Employers Open Multiple Employer Plans / Pooled Employer Plans – The SECURE Act allows unrelated small employers to band together in “open” 401(k) multiple-employer plans (MEPs; also referred to as pooled employer plans (PEPs)). This reduces the costs and [...]

The SECURE Act: Providing Benefits for Retirement Savings for Employees and Employers2020-01-15T04:10:41-08:00

Retirement in Motion

2019-10-28T22:05:19-07:00

Retirement Planning Tips and resources that everyone can use Money Conversations When you are in a close relationship, it can be easy to put off talking about money with your partner. Even if you’re anxious about your financial situation, it’s important to be open to discussing it. It is possible to work toward multiple goals [...]

Retirement in Motion2019-10-28T22:05:19-07:00

Balancing Act: Income, Expenses and Withdrawals.

2019-10-30T23:51:21-07:00

In projecting what you’ll need to save in order to generate enough retirement income, it helps to (1) prepare a realistic household budget and (2) understand what types of expenses you’ll have once you stop earning a regular paycheck. Types of Expenses Fixed Expenses – “Must Haves” Mortgage or rent Taxes (income and property) Car [...]

Balancing Act: Income, Expenses and Withdrawals.2019-10-30T23:51:21-07:00

Income Inequality and Its Impact on Women’s Retirement

2019-07-26T03:15:38-07:00

Here are the facts. Generally speaking, women earn less than men, live longer than men, and often take time out of the workforce to have children and/or to care for an aging parent or sick loved one. The potential consequence of these realities? While most U.S. workers are facing a retirement savings deficit, for women, [...]

Income Inequality and Its Impact on Women’s Retirement2019-07-26T03:15:38-07:00
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