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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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 [...]
Medicare A, B, C, and D – Making Sense of it all
With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your healthcare costs. Medicare is available to virtually all U.S. [...]
How to Identify Investment Scams
Bernard Madoff Based on the FBI’s most recent internet crime report, investment fraud saw a 38% increase in 2023 with losses accruing up to $4.57 billion dollars. It is important to note that [...]
How We Protect Your Online Account with Us
LPL Financial takes the security and privacy of our products seriously. To safeguard data, we advocate for security in the conception, design, and implementation of our investor-facing platforms, like Account View 2.0. We strive to [...]
3 Tax Advantages When You Invest in Qualified Opportunity Zones
Qualified Opportunity Zones (QOZs) come up often in financial planning conversations, particularly for clients who have a strong need to mitigate capital gains tax issues. A QOZ is a classic example of one investing tool [...]