Articles from Your Financial Advisor in Santa Clarita
Here you’ll find clear, practical articles written by a fee-only fiduciary financial advisor in Santa Clarita. Whether you’re planning for retirement, looking to reduce taxes, navigating Medicare, or thinking about estate planning and legacy, you’ll find straightforward guidance. For personalized support, explore our Financial Advisor Services, Financial Planning for Individuals, or Business Retirement Plan Services.
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Earnings Up but Stocks Are Down… Not as uncommon as you’d think
Investors often talk about how earnings drive stock prices. But that begs the question how so many strategists and pundits expect earnings to fall in 2023 and stocks to rise? That’s our view in [...]
Maximizing Retirement Income
Doing Some Tax Planning Now Can Pay Off Later in Retirement For many people, retirement is not a time to slow down and stop. It’s a time to explore the next great chapters of [...]
Opinion: Consumer Inflation Falls Below 1% Over Second Half of 2022
We received our final reading on Consumer Price Index (CPI) inflation for 2022 this morning, which gave us the inflation numbers for December 2022. Helped by declining energy prices, the index fell 0.1% in [...]
Financial Planning – Get the Big Picture for You and Your Family
Financial Planning - The Big Picture for You and Your Family Do you picture yourself owning a new home...starting a business... or retiring comfortably? These are a few of the financial goals that may [...]
Understanding Capital Gains Tax (for investors)
Capital Gains Tax Overview (for all investors) As an investor, you may be impacted by capital gains if you sell your investment – whether at a gain or loss. Understanding capital gains may help [...]
Are Post-Election Trends Supportive of Stocks?
Do we have a Santa Claus rally in the making? The midterms produced mixed government, which we see as supportive to stocks due to political gridlock reducing the policy uncertainty that can weigh on [...]