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.
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 [...]
Why Gold Will Continue To Shine
Gold has done quite well so far in 2020, up more than 12% year to date versus the S&P 500 Index which is down about 10%. We started to warm to the yellow metal late [...]
Challenges Abound in the US Service Sector
Recent economic data confirms that the US economy has entered a recession, led by the consumer, which accounts for more than two-thirds of the economy based on gross domestic product (GDP). The consumer spending collapse [...]