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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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 [...]
Making Sense of Skyrocketing Jobless Claims
Weekly new jobless claims were reported this morning, and to no one’s surprise they rose to levels thought unimaginable just a few weeks ago. As shown in the LPL Chart of the Day, 3.3 million [...]
Market Volatility Stresses Liquidity
The COVID-19 pandemic has caused unprecedented volatility in recent weeks that has investors and traders scrambling to assess the economic and market impact of the aggressive containment measures. This past week the CBOE Volatility Index [...]
Time In The Market Versus Timing The Market
The incredible volatility continues, with the S&P 500 Index now in one of its worst bear markets ever, along the way making the quickest move from an all-time high to down 30% at only 22 [...]
Road to Recovery Playbook Factor #1: Peak COVID-19 Cases
As COVID-19-related fear continues grip global financial markets, we wanted to take a closer look at factor #1 in our Road to Recovery Playbook: confidence in the timing of a peak of new COVID-19 cases [...]