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, actionable guidance to help you make smarter financial decisions.
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Earnings Season Ends with a Whimper – Where We Go from Here?
Earnings Season Ends With a Whimper - Where will stock market go from here? Mixed results from mostly retailers, pushed S&P 500 earnings growth down from 6.4% to 6.3% last week, though that growth [...]
Is This the Start of a New Bull Market?
Investors cheered the two better-than-expected inflation reports last week, pushing the S&P 500 to 16% above its June 16 low and only 11% below its all-time high. After this rebound, the key question investors [...]
Erick Arndt named one of Valley 200’s Most Influential Leaders
Virtue Wealth Management Founder Erick Arndt was recently given the honor of being named in the Valley 200 Most Influential Leaders by the San Fernando Valley Business Journal! Valley 200 2022:Erick ArndtSCV StartupVirtue Wealth ManagementRetirement Partners [...]
The Three Buckets Principle
"I tell all my clients about the 3 buckets of financial planning." #1 - Emergency Have at least 3 months of savings set aside. This money should not be touched except for emergencies and [...]
There is no getting around it. Paying for college is expensive.
What goals do you have for your child? The average cost of college in the United States is $35,720 per student per year. This number has tripled in 20 years! If you hope to send [...]
Determining if it Makes Sense to Move or Remodel
If you already own your home or have significantly paid down your mortgage, your first instinct might be to make it larger or more efficient. But you must weigh the time, expense, and inconvenience [...]