December 2, 2019

At some point on your financial planning journey you’ll likely ask yourself questions regarding how to build and manage your long-term investing strategy. Trying to answer these questions may be intimidating, but know that you’re not alone. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles, using data and reasoning, to improve your long-term investing strategy.

February 1, 2019

You’ve left your job but still have a 401(k) plan with your former employer… now what? You have four options on how to move forward. These options include: do nothing, roll into your new employer’s 401(k) plan, roll into an individual retirement account (IRA) or cash out immediately. As a fiduciary financial planner in Los Angeles, I will highlight the pros and cons of each choice below to help you make an informed decision.

December 21, 2018

As a Los Angeles fee-only financial planner, I am focused on making sure my clients are prepared financially for 2019. According to a Fidelity Investments Study, one in three Americans plan to make a financial New Year’s resolution for 2019. With an 18% increase from the 2018 study, Americans are getting serious about improving their overall financial picture. Whether you are living in Los Angeles, CA or Austin, TX, here are six financial New Year’s resolutions from a Los Angeles financial planner to give you more peace of mind in the new year.

October 12, 2018

How do investors know what to trade? This investing guide was written as a blueprint for investors looking to get on track and stay on track by tailoring their investments to their financial goals. Every investor wants to grow their net worth while taking on less risk. How can one go about that and stay on track? As a fee-only investment advisor in Los Angeles, here is how I recommend getting started with investments.

August 31, 2018

How do you start? This is one of the most important questions in saving for retirement. Whether planning for retirement in Los Angeles or elsewhere, you should start by building a retirement plan customized to your unique financial situation.