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.
Free “It’s Your Estate!” Course Helps People Stay in Control of Their Estate
“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.
Free “It’s Your Money!” Course Helps People Stay in Control of Their Money
“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.
2017 Tax Reform Update
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.