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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Who Buys When the Fed Does Not?
Who will step in to fill the void once the Federal Reserve decides to exit the bond market? Anthony Valeri, Senior Vice President and Fixed Income Strategist
Women & Money Paralysis
Not making a move may not be the best move to make. A decision not made may have financial consequences. There is an old belief that women are more cautious about money than men, and [...]
Dividend Reinvestment and Compound Interest
Their combined power must be recognized & appreciated. Why reroute dividends back into your investments? Isn’t taking the income the preferred outcome when a dividend is produced? Some retirees and pre-retirees are eager for dividend [...]
The Major Retirement Planning Mistakes
Why are they made again and again? Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations and charities. Aside from these blunders, there are also some classic financial missteps [...]
Rising rates can benefit long-term investors.
After hovering at or near record lows for several years, several areas of the bond market are now posting rising rates. Yes, this can result in many bonds losing value, but over time it can also mean more [...]
Women Need to Take Charge of Their Money
Why do so many of us delegate financial responsibilities to others? Many women are in charge of their financial lives, and proudly so. Some have become their own financial captains as a result of life [...]