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.
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 [...]
Dollar Weakness May Continue
The US dollar was remarkably strong during the first quarter of 2020, benefitting from the flight to safety and rallying to nearly a 10% year-to-date gain at the stock market’s low point on March 23. [...]
Real-Time Data Recovery Stalled Amid COVID-19 Resurgence
We check in again today on some of the real-time economic data that LPL Research is monitoring to provide insight into how the latest increase in COVID-19 cases and the rollback of certain reopening measures [...]
Mortgage Rates Fall to Record Low
Nearly four months ago, in late February, the 10-year Treasury yield broke to its lowest level ever, undercutting the record lows from 2016 of 1.32%. Over the following two weeks, as fears surrounding the COVID-19 [...]
Why Stocks Can Predict The Next President
Although the fight against COVID-19 continues to dominate the headlines and our thoughts are with those affected, this is a Presidential election year and as we get closer to November it will begin to garner [...]