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Should You Change Financial Advisors When You Retire?
Retirement brings new—and often complicated—personal finance decisions. You may be wondering if it is time to change financial advisors. Here are some considerations.
How Biases Affect Investor Behavior
As humans, we are wired to our investing disadvantage. We retain all the behavioral biases we had in junior high, and they cause us to be poor investors.
How to Financially Prepare Your Spouse for Your Death
When someone is facing their own death, making sure their spouse is prepared financially can help ease the transition.
2019 Financial New Year’s Resolutions
Here are financial New Year’s resolutions that you can get started on to help build peace of mind about your money.
Market Update
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.
If You Don’t Want to Do Research, Then Use Index Funds
Index 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.
Should You Pay Off Your Mortgage Before Retirement?
You may be wondering if you should pay off your mortgage before retirement. The short answer is, yes. However, consider these factors first.
8 Considerations for Divorce Financial Planning
If you’re considering a divorce (or are in the process of one), here are eight tips to help mitigate the financial impact.
Should I Hire a Financial Planner or Do It Myself?
Wondering whether you should hire a financial planner or do it yourself? Here are some points to consider.
End-of-the-Year Planning You Should Be Doing Now
You may be in holiday mode, but make sure to check these five items off your end-of-the-year planning checklist.
The Most Important Ingredient for Investing Success
You have lots of ways to invest, but there is one thing you need to be successful: discipline.
What to Do When a Loved One Dies
Here are some tips and thoughts from our experiences with grieving clients to help you move forward after a loved one has died.
How to Choose a Financial Advisor
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.
Does the U.S. Bond Yield Curve Predict Recessions?
Investors routinely turn to the U.S. bond yield curve in forecasting economic growth and recessions. Here’s why.
What Do I Need to Do During Medicare Open Enrollment?
Don’t ignore the annual open enrollment for Medicare! Here are some tips to understand the best options for you.
Celebrity Estate Planning Mistakes and the Lessons We Can Learn from Them
We can learn lessons from celebrity estate planning mistakes so we can help maximize what we leave to our heirs.
How Does the Trump Tax Plan Affect Orange County Residents?
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.
Do I Need Life Insurance in Retirement?
Some people should have life insurance in retirement; many don’t need it. Here’s how to determine if you do.
Bond Market Update
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.
Eclectic Associates the Title Sponsor for Biola Golf Tournament for 14th Year
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.