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.
Have a question about your finances?
We’re here to help. Book a no-pressure conversation with Erick.
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%, [...]
Was Trump Right About Rates?
Federal Reserve (Fed) Chair Jerome Powell gave a significant speech at the annual central bank symposium at Jackson Hole last week in which he laid out the general conclusions of the Fed’s review of its [...]
When Do Rates Start Rising After a Recession?
As the economy begins to recover, with the early stage more robust than expected, we increasingly get asked when interest rates will move meaningfully higher. As shown in the LPL Chart of the Day, [...]
Latest Charts on Economy and COVID-19
We continue to follow high-frequency data to assess whether the US recovery remains on track or if it has been derailed by COVID-19 outbreaks in parts of the country. Here we look at 5 charts [...]
Are Recessions Good For Stocks
This isn’t like any recession we’ve ever seen, as it was sparked by a horrible pandemic and happened because people were told to stay inside. The impact was the worst contraction in gross domestic product [...]