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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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 [...]
Money Well Spent – Getting a Spending Plan Can Pay Off Big
A fresh approach to spending can help put some sizzle in your retirement savings Despite all the budgeting and cash flow tracking apps available, many people still struggle to manage their spending habits on [...]
Catching a Phish – Cyber Security Tips to Protect Your Investment Accounts
Common Email Phishing Scams Email phishing scams take on the appearance of a legitimate email. They may even appear to be from a company you’re familiar with (such as Amazon, Costco or Netflix), to [...]