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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How Markets Bottom
With US equities firmly in a bear market, even the most long-term investors are now looking ahead to when the selling may stop and where the S&P 500 Index might ultimately bottom. “Nobody knows exactly [...]
Stocks Approach 2009 Valuations vs. Bonds
We rolled out our Road to Recovery playbook at the start of the week to help investors gauge where the market is in its bottoming process. The first and most important piece of that playbook—visibility into [...]
How Bad is it and What Do We Do From Here?
Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic. We know these efforts are necessary, but they also have come at [...]
How Quickly Can Stocks Recover From COVID-19?
The market volatility continues, as the S&P 500 Index has closed either up or down 4% or more for a record 7 consecutive days. With the S&P 500 Index down 30% from the highs, it [...]
Market Update: Managing Volatility & Looking for Some Green Shoots
An open letter to my valued clients and friends. (Originally sent to my Friday newsletter subscribers. Subscribe here) Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in [...]
Double Your Impact With These Charitable Giving Strategies
Avoid these financial traps and save yourself money and stress in the long term. Americans are a generous people. Many support charitable organizations that enhance their communities and enrich their personal lives. In addition [...]