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.
Have a question about your finances?
We’re here to help. Book a no-pressure conversation with Erick.
2018 Market Outlook: Return of the Business Cycle
Over the past 8 years, extraordinarily accommodative monetary policy has served as the primary catalyst for spurring continued economic growth in the U.S. and around the globe. Although the economic expansion has delivered steady gross domestic product (GDP) [...]
Investment Implications of the New Tax Law
After more than a year of political posturing and investor anticipation, Congress finally approved a $1.5 trillion tax cut, the most sweeping U.S. fiscal overhaul since 1986. The 2017 Tax Cuts and [...]
Surviving the Holiday Spending Season … Debt Free
During this holiday season, avoid a credit card crunch and the dangerous pitfall of spending money earmarked for other goals, such as retirement. As the traditional giving season approaches, there is one important [...]
Does Your Portfolio Reflect Your Risk Tolerance?
Smart investors understand all types of risk -- and use that knowledge to their advantage. When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. [...]
Estimating Your Social Security Benefits
The Social Security Administration has stopped mailing out most yearly statements, but you can estimate your retirement benefit online. With growing uncertainty about the future of Social Security funding, the Social Security Administration (SSA) suspended [...]
10 Reasons to Worry
One of the oldest market sayings is: “markets climb a wall of worry”—needless to say, it is sometimes good to be cautious. We listed some of our worries recently in What Might Scare Markets, [...]