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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Are CLOs a Systemic Risk? Collateralized Loan Obligations
What is a Collateralized Loan Obligation (CLO)? Collateralized loan obligations (CLO) are portfolios of leveraged loans, a type of below-investment grade loan usually taken out by more heavily indebted companies. Each CLO is divided into a [...]
Leading Indicators Turn Positive
Yesterday, The Conference Board released last month’s reading for its Leading Economic Index (LEI), a composite of leading data series, which showed a month-over-month increase of 2.8%. As seen in the LPL Chart of the [...]
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. [...]