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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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 [...]
Is a Depression Coming?
“Could there be another depression” is one of the top questions we’ve received over the past week. “Yes, we are in a recession and many are worried if things may get much worse before they [...]
Road to Recovery Playbook Factor #1: COVID-19 Case Update
Factor #1 in our Road to Recovery Playbook is finding confidence in the peak of COVID-19 cases in the United States. At LPL Research we are monitoring this factor daily, and we wanted to provide [...]
Examining Bear Market Bounces
The big equity bounce has continued, with the S&P 500 Index up more than 17% from the multi-year lows hit last Monday. The big question on many investors’ minds is could this be a bear [...]
Erick, I’m nervous! What do I do now? 3 Questions I Am Being Asked Lately
Another wild week. The emotions are running high and that might cause you to make bad decisions about your money and your 401(k). In the last few days I've gotten calls asking: "What do I [...]