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    Investing Articles

    Nasdaq has some early Fireworks with Glitch

      Via LOS ANGELES (CBSLA.com) — Confusion erupted on Wall Street the evening of Monday, July 3rd.  It appeared Amazon’s stock dropped more than $800 in after-hours trading while several others showed dramatic gains or losses. It appears everything is back to normal, but …

    Golden Girls Retirement Plan: Part 1

    The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much needed help over a few financial planning hurdles for the LGBTQI community? Living like …

    Obamacare 3.8% Surtax and how to avoid it.

    3.8% Obamacare Surtax and how to avoid it. A surprise Birthday Party may be fun, and surprise tax bill is not.  Many people in Los Angeles are getting hit with a with the Obamacare surtax, with a little tax planning …

    How Risky is the Stock Market?

    Stock Market Risk, the true cost of skipping investing. Can you afford to not invest?  Unless you started saving at the age of five and are presently making a killer income, consistently year after year, you will probably have trouble saving …

    Fiduciary Rule Changes Comment and VIDEO

    Fiduciary Rule Changes and How to Protect Your Bottom Line   While Trump has signed an executive order to attempt to rollback the Fiduciary Rule it will be going into effect Friday June 9th. Will the Fiduciary rule help or  pick the …

    Fiduciary Financial Advice Does it Really Matter? + Video

    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 …

    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 …

    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 …

    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 + Video

    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   …

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