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 if America Shatters Its Debt Ceiling
What If America Shatters Its Debt Ceiling? The global economic consequences could be severe. In October, America may risk running out of cash. Treasury Secretary Jacob Lew recently urged Congress to lift the federal debt [...]
Insurance Strategies to Help You Protect Your Business
As a business owner, you need to ensure that you have adequate insurance coverage to protect family, business partner(s) and key employees, so that no matter what the future holds, the business can continue to [...]
When a Family Member Dies
A financial checklist for the most difficult of times. The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to that addressing financial matters related to [...]
Saying Nothing: The Fed’s Powerful Message
New Video: Saying Nothing: The Fed's Powerful Message. LPL Financial Research's CIO Burt White discusses how the Fed's highly anticipated statement of monetary policy (09/18/13) surprised the markets, going against the consensus expectation of reduced [...]
Infographic: Relationship Between Stock Prices and Bond Yields Turn Negative
For the first time in 6 years, the correlation between the S&P 500 and the 10 year Treasury yield has turned negative.
Infographic: Conditions in Europe have stopped worsening.
Conditions in Europe have stopped worsening but deep problems still exist under the surface.