You have lots of ways to invest, but there is one thing you need to be successful: discipline.
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Here are some tips and thoughts from our experiences with grieving clients to help you move forward after a loved one has died.
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So 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.
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Don’t ignore the annual open enrollment for Medicare! Here are some tips to understand the best options for you.
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We can learn lessons from celebrity estate planning mistakes so we can help maximize what we leave to our heirs.
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If you’re an Orange County resident, you’re probably asking yourself how the tax bill could possibly benefit you. Here are some potential benefits.
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Some people should have life insurance in retirement; many don’t need it. Here’s how to determine if you do.
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After 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.
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Eclectic 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.
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“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.
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“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.
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You’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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As we talk with people, we find a lot of confusion around the required minimum distribution (RMD) rules. What is the RMD and how does it affect you?
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Enclosed are your investment reports for the third quarter of 2017. The quarter ended with US large cap stocks up 4.5% and small cap stocks up 6% as market volatility declined.
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We’ve had several clients ask about the Equifax data breach. Whether or not the Equifax website says that you may have been affected, the whole incident is obviously a concern.
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Every January, our advisors meet to review recent economic trends and investment returns. After we identify key factors, we develop our long-term investment outlook.
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Overall, we’re pleased with investment returns in 2016, especially considering that the year began with the worst 10-day start for U.S. stocks in history.
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Predicting what effect President Trump will have on your finances for the next four years is nearly impossible, but we wanted to share some of our thoughts.
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Here is a copy of our Q3 client letter. As always, thank you for entrusting us with your financial lives. We take this responsibility very seriously and we consider it a privilege to serve you.
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