As you’re probably aware, stocks are having an awful fourth quarter. Since hitting a peak on Sept. 28th, stock prices broadly are down over 15% with some corners of the market, such as growth companies and small companies, declining the most.
Read MoreIndex funds get a lot of press, and they can be a solution for someone who doesn’t want to do research. But there is something better available.
Read MoreYou may be wondering if you should pay off your mortgage before retirement. The short answer is, yes. However, consider these factors first.
Read MoreIf you’re considering a divorce (or are in the process of one), here are eight tips to help mitigate the financial impact.
Read MoreWondering whether you should hire a financial planner or do it yourself? Here are some points to consider.
Read MoreYou may be in holiday mode, but make sure to check these five items off your end-of-the-year planning checklist.
Read MoreYou have lots of ways to invest, but there is one thing you need to be successful: discipline.
Read MoreHere are some tips and thoughts from our experiences with grieving clients to help you move forward after a loved one has died.
Read MoreSo you’ve reached a point where it makes sense to get professional help with your finances. Here are tips on how to choose a financial advisor.
Read MoreInvestors routinely turn to the U.S. bond yield curve in forecasting economic growth and recessions. Here’s why.
Read MoreDon’t ignore the annual open enrollment for Medicare! Here are some tips to understand the best options for you.
Read MoreWe can learn lessons from celebrity estate planning mistakes so we can help maximize what we leave to our heirs.
Read MoreIf you’re an Orange County resident, you’re probably asking yourself how the tax bill could possibly benefit you. Here are some potential benefits.
Read MoreSome people should have life insurance in retirement; many don’t need it. Here’s how to determine if you do.
Read MoreAfter a good year for bonds in 2017, with total returns of 4–5%, it has come as a bit of a surprise to see bond returns negative year-to-date in 2018.
Read MoreEclectic Associates made the call today for Biola University alumni and supporters to come out for a game of golf and to support the university’s scholarship and athletic programs.
Read More“It’s Your Estate!” is an eight-week-long course that will meet Tuesday afternoons, Sept. 4 to Oct. 23, at the La Habra Community Center.
Read More“It’s Your Money!” is an eight-week-long course that will meet Wednesday afternoons, Sept. 5 to Oct. 24, at the Fullerton Community Center.
Read MoreYou’ve probably seen that the House and Senate have passed their own versions of tax reform and will now try toarrive at a final form to put on the President’s desk for signature.
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