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October 4, 2022 By Michael Milam

The Benefits of Getting A Second Financial Opinion

When it comes to medical or legal advice, the value of getting a second opinion is fairly well established and defined. What about financial decisions? At what point does it make sense to get a second (or a third) opinion on money matters? Here we discuss some benefits of seeking a second financial opinion, including a few situations in which a gut check may not just be useful but downright necessary.

Filed Under: Mike Milam

October 3, 2022 By Michael Milam

Markets on Watch as Xi Jinping’s Influence to be Tested in October

On October 16, China will begin its 20th National Congress of the Chinese Communist Party in Beijing. This plenum is especially significant because it is expected that President Xi Jinping will be granted an unprecedented third term, something that he set in motion in 2018 when term limits were abolished. Big Test For President Xi […]

Filed Under: Uncategorized

September 27, 2022 By Michael Milam

How Buy-Sell Agreements and Life Insurance Work Together

When people think about life insurance, what may come to mind is settling final expenses and providing financial support for your loved ones. But, if you own a business, life insurance can be used as part of a buy-sell agreement.

Filed Under: Mike Milam

September 26, 2022 By Michael Milam

Taking Advantage of Higher Yields

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. Now that interest rates have moved substantially higher, we believe opportunities in fixed income have improved and are looking to add back to certain areas within fixed income that may benefit. […]

Filed Under: Mike Milam

September 20, 2022 By Michael Milam

Balancing Work and Family

There are many more two-parent dual-income families and single-parent households, along with increased work expectations, longer commutes, and a 24/7 mindset. The result is often a more harried existence for today’s parents as they try to balance their work commitments and family obligations

Filed Under: Mike Milam

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California Financial Partners, Inc., A Registered Investment Advisor, is a fee-based comprehensive financial planning organization. Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC. LPL Financial Form CRS.

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