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    Stock Market Articles

    Vanguard the Value of Return on Financial Advice

    Vanguard attempts to put a Value of Return on Financial Advice.  How much Is expert financial advice worth? As defined by Vanguard, 3.75% the value of even basic financial advice is significant. But in my book, it doesn’t go far enough. …

    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 …

    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 …

    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 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 …

    10 Surefire Ways to Never Become a Millionaire

    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 …

    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 …

    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 …

    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 …

    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   …

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

    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 …

    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 …

    Trump versus Clinton For the Average American Who Is Your Money On?

    Voting with Your Wallet Is Your Money on Clinton or Trump? Which candidate is better for your budget’s bottom line? A lot about this election is about money….who’s got it, who needs it, how to raise it and how each …

    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 …

    Three Investing Mistakes to Avoid, they will cost you a Bundle!

    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 …

    What You Need to Know About Your Retirement Plan Now

    Safety in Numbers:  What You Need to Know about Your Retirement Plan NOW. A chance Uber POOL ride to the airport sparked a conversation about a doctor’s retirement plan that most definitely needs patching up.  Step one is to run …

    Are these “Major Crimes” Killing your Finances?

    Are you committing the following Major Crimes against your finances?  Is Lt. Provenza going to have his day ruined trying to figure out what killed your financial plan? Major Crimes: Episode Money Killers We’d all like to think we are …

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