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February 7, 2022 By Michael Milam

February Client Letter- Stock’s Road Ahead

Dear Valued Investor: The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility. The S&P 500 Index fell nearly 10% from January 3 through January 27 amid fears that the Federal Reserve (Fed) will have to get a lot more aggressive to fight […]

Filed Under: Mike Milam

February 1, 2022 By Michael Milam

3 Tax Strategies Every Doctor Should Consider

Being a doctor comes with a lot of stressors, but planning for taxes should not be one of them. As a doctor, you have been through years of hard work and may be looking for ways to help limit your tax liability and preserve as much of your hard-earned income as possible. Below are some […]

Filed Under: Mike Milam

January 25, 2022 By Michael Milam

Tips for Talking to Your Kids About Your Finances

Many parents may find it uncomfortable, or even believe it is unnecessary, to inform their children about personal finance matters. Yet, communicating openly with your family members can help to reassure them about your financial and health care wishes. This may also ease the decision-making process for your family in many important areas. As time […]

Filed Under: Mike Milam

January 21, 2022 By Edward Johnson

3 Practical Time Management Tips for Investors

For many, spending more quality time with loved ones and friends is a New Year’s resolution or work-life balance goal. But for investors who are accustomed to keeping a close eye on their assets’ performance, balancing one’s “to do” list with one’s “want to do” list may be tricky. Below, we discuss three time management […]

Filed Under: Edward Johnson

January 21, 2022 By Edward Johnson

How to Avoid Financial Heartbreak from Sweetheart Scams

What is a Sweetheart Scam? Even after the television show Catfish revealed that those seeking romance on the internet are not always who they pretend to be, sweetheart scams persist as a type of fraud. Here are some of the prevalent warning signs of a sweetheart scam and what you could do to avoid falling […]

Filed Under: Edward Johnson

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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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