(562) 999-4578
Seal Beach, CA
Client Login
investment management orange county

Affluent Investor Investment Challenges

Affluent investors face unique challenges when putting together an investment strategy. High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only…

Read More ›

Adopt Better Financial Behaviors

        Most people often struggle to keep their yearly resolutions and make headway on goals. WHY? Humans aren’t robots. We frequently behave irrationally and make emotional decisions. Build better finances this year by overcoming your brain’s natural tendencies with the behavioral finance tricks in this info-graphic. Click here to check it out!…

Read More ›

Do You Need Fixed-Income Assets in Your Portfolio?

Unappealing or too conservative for you? Think again. They have their place. When stocks soar, fixed-income investments have comparatively little allure. Investors hungry for double-digit returns may regard them as bland, vanilla securities saddled with an opportunity cost, geared to risk-averse retirees who are “playing not to lose.” An investment earning a consistent rate of…

Read More ›

Tolerate the Volatility

Look beyond this moment and stay focused on your long-term objectives. Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Most attribute “the market” to company stock, but because there are various assets classes and…

Read More ›

Managing Sudden Wealth

What do you do with big money? Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may also give you the opportunity to live and work on your terms. On the other hand, you’ll pay more taxes, attract…

Read More ›

Investing Even When Money Is Tight

For millennials, today is the right time. If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages of an early start. There is only one problem: you do not…

Read More ›

IRAs Beyond the Traditional and Roth

This popular retirement savings vehicle comes in several varieties. What don’t you know? Many Americans know about Roth and traditional IRAs, but there are other types of Individual Retirement Arrangements. Here’s a quick look at all the different types of IRAs: Traditional IRAs (occasionally called deductible IRAs) are the “original” IRAs. In most cases, contributions…

Read More ›

How Should You Respond To Volatility?

How should you respond to volatility? When considering this question, you may want to think about the bigger picture before making any decisions. In 2017, Wall Street saw very little pronounced volatility. The absolute daily percentage change for the S&P 500 in 2017 was approximately 3%, the smallest seen since 1964. The market climate is…

Read More ›

The Magic of Compounding

This is the factor that could really build wealth for young adults. Most wealth is built gradually. Sometimes it is built without any great financial sacrifice. You can cite one factor that promotes wealth building perhaps more than any other – the power of compounding. If you are decades away from retirement, you have a…

Read More ›