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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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 [...]
Gaining Confidence in a COVID-19 Peak
We continue to follow our Road to Recovery Playbook for help determining where the market is in its bottoming process. Today we are making two changes: The first is to Signal #1, which we upgraded from “monitoring [...]
First Quarter Earnings Preview: Finding the Floor
First quarter earnings season will kick off this week with 40 S&P 500 Index companies slated to report results, including several of the biggest banks on Tuesday and Wednesday. Analysts are calling for a roughly [...]
GDP Forecasts Explained
The economic damage inflicted by the current COVID-19 pandemic has been unprecedented, with thousands of businesses temporarily shuttered and millions of workers out of work. While the historic drop in economic activity is real and [...]
Investing With Confidence For the Long Term
Experiencing a major pullback in stocks is never a comfortable feeling when you're investing. In times like these, we believe it can be helpful to set aside the daily headlines and keep perspective of how [...]