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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How do I choose the right life insurance product?
Common Questions Why do I need life insurance? Life insurance can offer you some reassurance that the people you love will be taken care of if a tragedy strikes. Payouts are tax-free, so that’s one [...]
Five Things to Know About Preferred Securities
Like most financial markets, preferred securities have generated negative returns so far this year, however the value proposition remains. Preferreds offer generous yields, both absolute and after-tax, with their high income stream serving as [...]
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 [...]