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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3 Election Charts That Caught Our Attention
Stocks just had their best week since April, with the S&P 500 Index incredibly a chip shot away from new all-time highs. Joe Biden will be the next President of the United States, but markets [...]
Our Post Election Thoughts
As of Thursday morning, a winner to the 2020 presidential election has yet to be “officially” declared as several battleground states have yet to be called. Even as more clarity emerges from remaining votes being [...]
An Election Pattern You Might Not Know About
With Election Day a mere five days away, we at LPL Research thought we would add one last election forecaster to the mix of what we’ve presented over the last several months—as much because of [...]
GDP Bounces Back: October 29th Surprise
The outbreak of COVID-19 and the subsequent lockdowns triggered the largest quarter over-quarter decline in gross domestic product (GDP) since WWII, so perhaps it comes as no surprise that the following quarter tallied the sharpest [...]
How Can I Teach My Children About Money?
Teach Your Children Well - 10 Steps to Financial Education Teaching your children to be financially responsible is one of life’s critical lessons. As your children mature, you will have many opportunities to teach them [...]
How Does My Credit Report Work?
Tips on Understanding Your Credit Report, and Fixing Any Errors You May Find Following are six of the key items that appear on a credit report, with tips on how to fix any errors you [...]