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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What’s Fueling the Drop in Oil Prices?
How long will it last? Who wins & loses from it? On the New York Mercantile Exchange, a barrel of light sweet crude is currently worth well under $60. Prices have dropped more than 25% [...]
The Market Is Up & I Am Not … Why?
Remember that the major indices don’t represent the entirety of Wall Street. The S&P 500 is up about 10% YTD, why aren’t I? If your investments are lagging the broad benchmark, you may be asking [...]
2015 Outlook from LPL Research
Here's a brief excerpt from the full research report from LPL Research: Since the wind-down of the Great Recession in early 2009, the latest economic expansion has certainly delivered the goods and rewarded investors’ mailboxes with six [...]
Accentuating the Positive
Retiring? Saving for retirement? Here’s some good news. Are 90% of articles written about retirement pessimistic? Sometimes it seems that way. Repeatedly, we are reminded that most baby boomers haven’t saved enough for the future. [...]
Baby Steps: Correctly Planning for Your Child’s Future
Start your child on the right path from Day 1! [gview file="http://VirtueWM.com/wp-content/uploads/2014/11/LPL_Baby_Steps_for_Planning_Your_Childs_Financial_Future.pdf"]
Creating a Budget for Retirement
It only makes sense – yet many retirees live without one. The importance of creating a budget for retirement. You won’t be able to withdraw an unlimited amount of money in retirement, so a retirement [...]