Financial Advisor Articles in Santa Clarita
Here you’ll find clear, practical articles written to help individuals, families, and business owners in Santa Clarita make smarter financial decisions. Whether you’re planning for retirement, looking to reduce taxes, or thinking about estate planning and legacy, you’ll find straightforward guidance from a fee-only fiduciary perspective.
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Roth or Regular? Your 401k or IRA Choices
Taking Advantage of a Roth Contribution Option Can Give You Some Flexibility in Retirement According to Vanguard’s “How America Saves 2024,” 82% of employers offer a Roth 401(k) option in addition to a traditional, or [...]
3 things to know about the coming estate tax exemption sunset
Tax Cuts and Jobs Act is scheduled to sunset. Get your planning done soon so you don't miss out. "Due to personally owned life insurance and estate growth over time, more clients than you might [...]
How Biden’s Withdrawal Impacts Your Investments
The State of Play In a July 21 open letter posted on social media, President Biden wrote that he has concluded “it is in the best interest” of the Democratic Party and the country [...]
Spoofing – Have You Been a Victim?
In the FBI’s 2023 Internet Crime Report, email spoofing has cost the world over $18 million and leads all other categories with the most complaints filed. An average of 3 billion spoofing emails are sent [...]
Market Performance Remains a Tale of Haves and Have-Nots
The S&P 500 strung together 37 record highs this year aboard an 18.1% rally, as of July 10. The advance has largely been powered by a handful of mega cap names tied to technology [...]
Stock Market Forecast: Double Digit Earnings Growth on Tap
With stock valuations elevated after such a strong first half, earnings growth will be key to holding, or potentially building on these gains. LPL Research believes stocks have gotten a bit over their skis, but [...]