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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September Insights – How did investments perform overall?
US and International Equities The S&P 500 Index gave back some gains in September after a strong five-month run, with most sectors finishing in the red. The utilities and materials sectors were the exceptions, both [...]
How to Prepare For a Consultation with a Financial Advisor
In order to prepare for the appointment with the financial advisor here's how to prepare. To properly prepare for your meeting, you should get organized in 2 categories: Questions Current statements Let's start with “Questions” [...]
Consumer Confidence on the Rise
Confidence is on the rise. The Conference Board’s Consumer Confidence Index jumped to 101.8 from August’s 86.3, beating estimates by the most since November 2011 and delivering the largest month-over-month increase since April 2003. Not surprisingly, the [...]
How Corporate Bond Spreads Respond to Equity Market Volatility Posted
An old Wall Street adage says bond markets are smarter than equity markets, so when stocks encounter volatility, investors often look to the bond market for clues about the potential severity of equity market weakness. [...]
5 Real-Time Data Charts To Track the Recovery
We check in again today on some of the real-time economic data that LPL Research is monitoring to provide timely and valuable insights into the state of the US economy. Traditional economic data is often [...]
5 Lessons Learned About Rising Rates
While the direction of the 10-year Treasury yield over the last cycle was decidedly lower, as shown in LPL’s Chart of the Day, there were still six extended periods where it rose at least 0.75%, [...]