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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Retail Sales Beat Shows Consumers Coming Back Strong
COVID-19 has decimated global demand as lockdowns materially re-shaped consumer and business behavior. Even as states have begun to re-open, significant questions remain about how demand could recover. The May retail sales print provided one [...]
Next Rate Hike We See May Be 2023
The Federal Reserve (Fed) completed its third scheduled policy meeting of the year Wednesday, June 10, and continued to signal strong support for the economy, committing to keeping rates near zero until it is [...]
Bond Markets Not Yet Believers
The S&P 500 Index has rallied mightily off of its March 23 low, climbing almost 40% through the close of the market yesterday, as market participants look ahead to the economy continuing to gradually [...]
Are You Confused Yet? Stock Market Keeps Rising
The stock market keeps going higher, yet the economic data remains some of the worst we’ve ever seen. This incredible disconnect has a lot of investors quite confused as to what is really happening. [...]
Beige Books Shows Suppressed Sentiment
Despite the gradual reopening of the economy in several states, sentiment on Main Street remains suppressed, as the effects of COVID-19 appear to be keeping a lid on American optimism in the most recent Federal [...]
Strength of Small Business Owners
As the economic data continues to pile in, much of it is showing some of the largest drops ever. Not surprisingly, small businesses are also suffering, as the NFIB Small Business Survey for April dropped [...]