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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Why Stocks Want President Trump To Win
Now that we have your attention with that eye-grabbing title, there’s definitely something to the idea that stocks perform better the year after a sitting president wins reelection. “Think about it—usually when a president wins [...]
Follow the Bouncing Stimulus Ball
Stimulus talks in Washington, DC, are getting a lot of attention from investors—and for good reason. The midpoint of the two offers—roughly $1.6 trillion from the White House and $2.2 trillion from US House Democrats—is [...]
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. [...]