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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Remembering the Flash Crash
One of the most historic market crashes ever took place 10 years ago today, with the Dow Jones Industrial Average Index plunging more than 1,000 points, or 9%, within minutes, only to regain most of [...]
Time to Sell in May?
One of the best known investment axioms is to “sell in May and go away.” This is largely because these six months have historically been some of the worst six months of the year. As [...]
Peak COVID-19 Cases
We continue to follow our Road to Recovery Playbook for help determining where the market is in its bottoming process and yesterday we upgraded Signal #1, confidence in timing of a peak in new COVID-19 cases, to [...]
Gas Guzzling Contracts
Oil had a wild week last week, even turning negative on Monday, April 20, as worries about lower demand in a sharp recession and where to store the actual barrels of oil sparked a historic [...]
Negative Oil Futures Price Creates Confusion
Headlines had oil selling at -$37.63 per barrel at close on Monday, April 20. The negative sign in front? Sellers had to pay buyers $37.63 to take the oil off their hands. Except this wasn’t [...]
What Might Future Bond Returns Look Like?
Stock returns get all the headlines, and with US equities entering their first bear market since 2008, there is good reason for that. However, fixed income may account for a significant portion, or even a [...]