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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Money Mantras
Market swings causing you some anxiety? These four money mantras can help you overcome it. Whether it’s the continuing presence of the COVID-19 pandemic, a sudden boost in prices related to gas, food, housing [...]
Everything’s Better With Bacon
It even makes understanding inflation easier. “Bacon’s the best. Even the frying of bacon sounds like applause. Bacon bits are like the fairy dust of the food community.” – Jim Gaffigan Let’s face it: [...]
Messy Jobs Report Unlikely to Change Rate Hike Path – Biden Economy Failing?
Is the Biden Economy Failing? A disappointing jobs report against a messy backdrop of uncertain seasonal adjustments, diverging internal surveys, unknown future effects from the Omicron variant, and the expiration of the monthly child tax [...]
Stock Market Outlook 2022
Passing the Baton LPL Research Outlook 2022: Passing the Baton is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the economy continues to move forward, [...]
The Many Faces of Risk
Knowing the different types of investment risk can help you cope with market volatility. When was the last time you checked your retirement plan balance? If your balance was less than it was the [...]
Time for a Year End Financial Maintenance Check
Perform this five-point inspection to help keep your retirement plan’s motor running smoothly Just like with a car, it’s a good idea to perform some annual maintenance on your retirement plan. Here’s a five-point [...]