The Financial Planner Los Angeles blog is your resource to help make smarter investing choices. We are here to help you simplify your financial life, and stay on track for your financial goals.
Whether the stock market is going up or going down you can benefit from avoiding the big investing mistakes that cost many people dearly. Continue reading to check out our tips on a variety of investing topics so you can be more informed and feel more comfortable that you making smarter financial decisions for your future.
The most important piece of investing advice we can give to EVERYONE is get started! Even if you have to start small, get started. You can increase the amount you sock away over time. With the magic of compounding interest the sooner you start the easier it will be to make your financial dreams a reality.
Live For Today, Plan For Tomorrow.
What is the true value of working with a Fiduciary Financial Planner? Fiduciary Financial Planner Los Angeles weighs in. Why seeking – and heeding – financial advice from a Fiduciary Certified Financial Planner may prove beneficial, some might even say …
How the rich use the Buy Borrow Die Strategy to avoid paying taxes. You can use the tax planning tip to avoid capital gains taxes on your investments.
High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill.
California has some of the highest taxes in the country. Most people have no idea how california taxes capital gains. What you need to know about your investment taxes in CA.
The Biggest Mistake You Are Making with your 401(k)k could cost you over a million dollars. For some of you, it could lower your 401(k) balances by several million dollars. We are facing a retirement planning crisis in America. Boomers, …
Should you follow stock market forecasts? How can you achieve financial freedom faster and easier? Read more to get the best investing advice from Financial Planner LA.
Financial Advisor LA on KCAL News VIDEO talking bear market 2022.
Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …
Financial Savvy: Investment Risk vs. Stock Market Volatility When the stock market goes crazy, people go nuts. The ensuing insecurity has them thinking that stashing their money in a mattress at home is safer than investing it anywhere with anyone. …
Stock Market Volatility , Global Unrest, Inflation, where is the stock market headxing? Financial Planner LA David Rae is on the CBS evening news with Jeff Vaughn and Pat Harvey
When will the next recession hit? Will Donald Trump cause the next great recession? Should you even care if a recession is coming. This post from Financial Planner LA covers all you need to know.
If you are an Apple employee and do a good job, you will likely own way too much Apple stock as your career progresses. Good problem to have, right? I mean, Apple stock has performed amazingly well over the past …
Is it possible to be too smart to invest well? A UCLA professor highlights how even a genius can screw up investing for the future.
My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds. In my humble opinion, there is no better way to build wealth over time than investing in the stock market. Even just “average” stock market returns …
Will retirement be better or worse for the LGBT Community? While the LGBT community is benefiting from increasing financial prosperity and legal recognition, many economic challenges hit us harder than they do for straight citizens. Like everyone else, we are …
Vanguard attempts to put a Value of Return on Financial Advice. How much Is expert financial advice worth? As defined by Vanguard, 3.75% of the value of even basic financial advice is significant. But in my book, it doesn’t go far …
The Future of Financial Self-Sabotage 10 Surefire Ways to Never Become a Millionaire. When Austin Power’s Dr. Evil set out to extort the world for a million dollars we all cracked up. How quaint, we giggled, when everyone knows that …
Six Inherited IRA Mistakes That Will Destroy Your Inheritance. Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in …
The stock market took a tumble on Monday. Setting a record for the largest one day point drop in Dow Jones History. By the time we are posting this, the stock market has jumped back quite a bit. Hopefully, you …
Stock Market Risk, the true cost of skipping investing. Can you afford to not invest in stocks? Unless you started saving at the age of five and are presently making a killer income, consistently year after year, you will probably …
This site has been published for residents of California (Insurance License # OE10562), Arizona, Ohio, Florida, and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
