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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Jobs Report: US Jobs Market Seeking Shot In The Arm
US payrolls grew month over month in January following a brief dip into negative territory in December. Peering under the hood, though, this report did little to dispel the notion that the labor market’s recovery [...]
2021 Stock Outlook: As January Goes, So Goes The Year
Stocks got off to a nice start in 2021, until the late January selloff, as everyone got GameStop fever. Should bulls worry about what a down January might mean for the rest of 2021? There’s [...]
Will GameStop Stop the Bull Market?
“In the short term, the market is a popularity contest. In the long term, the market is a weighing machine.” -Warren Buffett What happened with Game Stop? The incredible action from some of the most [...]
12 Common Financial Planning Mistakes
Over the years, people have confessed to me the financial planning mistakes they've made. From cashing out retirement accounts to buying too much on credit... and everything in between. You can hear the regret [...]
Three Fed Takeaways from an Extraordinary Year
2020 was an extraordinary year for the Federal Reserve (Fed). The Fed responded swiftly and decisively to the rapidly accelerating financial and economic uncertainty brought on by efforts to contain the COVID-19 pandemic. The current [...]
Is an Opportunity Zone Fund Good for Tax Planning?
Can I Defer and Lower My Taxes with a Qualified Opportunity Zone Fund? Recently, we learned that a Lebron James rookie card sold for $1,600,000! Assuming the owner paid $1 for the card, that’s a [...]