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    Investing Articles

    Lower Retirement Planning Stress

    Does thinking about Retirement Planning Stress Your Out? While the economy is improving, retirement saving is falling behind. Here’s how to make the retirement planning process less stressful. Does thinking about retirement planning stress you out? Whether you are just …

    My Stock Market Dream – How to Invest Money Smarter

    My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds.     My stock market dream for you entails: Sadly I know that when a crash happens (you can define a crash for yourself – some people …

    Fiduciary Financial Advice Does it Really Matter?

    For Fiduciary Financial Advice, yes it does really matter if your financial professional is acting as a Fiduciary. Financial advice will be changing with the coming Fiduciary Rules from the Department of Labor. UPDATE: Donald Trump has just signed an …

    Dow Jones 21000 Elex Michaelson ABC 7 News with David Rae

      The Dow Jones Industrial Average has closed above 21000 a record high.   ABC 7 Eyewitness News Los Angeles Investing Reporter Elex Michaelson sits down with Certified Financial Planner David Rae to discuss what this means.  Will Donald Trump …

    How to Party Dow Like It’s 21000

    Party Dow Like It’s 21000 When it comes to meeting your financial goals, time is money no matter what the economy is up to.   Dow Jones Financial Plan -Up or down Let’s Party!       During last year’s election …

    How to slash your tax bill with a Solo 401(K)

    Saving Solo: 401(k) Retirement Plans for the Self-Employed.  Often called a Solo 401(K) or Individual 401(K) this plan can help you slash your tax bill, and stay on track for your retirement goals. What solopreneurs, freelancers and small business owners need …

    How to Maximize your Pension Lump Sum or Lifetime Income

    How to Maximize your pension: Lifetime income or Pension Lump Sum Payment which is best for you?  Pension Buyouts: Lump ‘em or Leave ‘em? As the number of companies shedding their pension liabilities rises, employees are often left in a …

    Is the next Recession Coming? Better Question is When.

    The next recession is coming, but the real question is When is the next recession coming? I hate to be the bearer of bad news but every second of every day we edge closer to the next recession coming. No …

    The First Million is the Hardest How to Build A Million Dollar Net Worth

    The First Million is the Hardest How to Build a Seven Figure Net Worth. . . . and other encouraging retirement realities   Some of us are old enough to remember when having a million bucks really made you feel …

    Stock Options Basics Get the Most from your Benefits Now

    Stock Options Basics. How to minimize you taxes and maximize your benefits. If you have employee stock options (ESO) but have no idea how to handle them, don’t feel bad because even well trained professionals can find them a challenge. …

    Stock Market Advice Los Angeles ABC News with David Rae

    Stock Market Advice Los Angeles ABC News with David Rae Fiduciary Financial Planner. ABC News Los Angeles recently had David Rae in to get a Certified Financial Planner™ in to give his take on if the recent run up in …

    DOW 20000 Los Angeles Financial Planner NBC News

    Dow Jones 200000 Los Angeles Fiduciary Certified Financial Planner David Rae dropped by the NBC News Studios in Universal City to sit down with reporter Mekahlo Medina to discuss the Trump Bump and the Dow Jones approaching the big 20,000 …

    Fabulous Millennials How Many Millions for Retirement?

    Millennial Retirement, how many Millions will you need? Millennials Seeking Millions. According to a recent article in USA Today, older Millennials ­(DOBs in the 80s) might need to save $1.8 million for retirement while inflation-plagued younger Millennials (DOBs in the 90s) …

    Battle of the Sexes Who is Better with Money?

    Battle of the Sexes asks the age old question Who’s better with Money? Who are better when it comes investing and finances, men or women? The Gender of Money. A:   Depends on the man, depends on the woman . . …

    Stock Market Forecasts : 5 Reasons to Ignore them

    Should you listen to Stock Market Forecasts? Would you go to a fortune teller for investing advice? Why I don’t offer a stock market forecasts or try to predict the future   Stock Market Forecasts, I knew you would ask …

    Rich People ROTH – For those with too much Income.

    Do you make too much for a ROTH IRA? The Rich People ROTH may be the answer. For love or money . . . and a maybe even a tax break, Cash Value life insurance may be the key to …

    What’s the difference between Investment Risk and Market Volatility?

    Financial Savvy: Investment Risk vs. 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. But …

    Financial Planner David Rae talks Brexit with the CBS evening News

    The market took a huge dip with the Brexit Vote, should you panic when the market moves? LA Financial Expert David Rae help you make smart financial decisions based on your circumstances rather than speculation and fear. You might also …

    Fiduciary Financial Planner- the True Value

    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 …

    Brexit and your Financial Plan

    What Does the Brexit Mean for you Financial Plan Yes a country leaving the EU is a historical and potentially once in a life event.   The ripples from the #Brexit will ripple across the globe. If you’ve been watching the …

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