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.
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 [...]
These Low Interest Rates Could Be a BIG Problem for Your Current Life Insurance Policy
In these unprecedented times our attention is being pulled in so many directions that it’s sometimes hard to know what to prioritize. One financial matter that may need your attention is your life insurance used [...]
Biggest GDP Contraction Ever
The best thing we can say about today’s US gross domestic product (GDP) report for the second quarter is that it’s behind us. GDP contracted at a 32.9% annualized rate during the quarter, the largest [...]