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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Investing in Your Career
Your biggest financial asset is your ability to earn a paycheck. With all the attention and occasional hand-wringing over the retirement savings gap facing millions of Americans, one observation often goes unmentioned: your [...]
The Right Mindset for Saving
Having the right mindset and positive thinking is an important part of visualizing your financial future. As much as we recognize the need to save for retirement, many small obstacles tend to get [...]
Personal Finance Tips for Younger Employees
Follow these simple personal finance pointers to get your financial life in order. If you are just starting out, the world of personal finance can seem daunting. In particular, saving for a home [...]
Search For Income – Yield Curve Flattens
The yield curve flattened over the first quarter of 2017. Longer-term Treasury yields fell, as investors became increasingly skeptical about the Trump administration’s ability to enact the expansionary policies that markets had priced in during the fourth quarter [...]
Market Commentary – Mid Year Market Outlook 2017
An important shift has taken place in this economic cycle. The Federal Reserve (Fed) was finally able to start following through on its projected rate hike path, raising rates twice in just over a three-month period. By doing [...]
Balancing The Balance Sheets – Bond Market Commentary
The minutes of the Federal Reserve’s (Fed) May 2–3, 2017 meeting signaled that the Fed is likely to continue tightening monetary policy and may begin to normalize (reduce) its balance sheet toward year-end. The unwinding [...]