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2018 Investment Outlook

Earnings, liquidity, Fed policy, and China may be the biggest market movers in the new year

What a year 2017 was for investors. The U.S. stock market enjoyed a nearly unparalleled combination of high returns and low volatility in 2017. In fact, the risk-adjusted return of the Standard & Poor’s 500 Index (S&P 500) through November is at the 99th percentile since 1926. In other words, during the past 91 years, the stock market’s annual risk-adjusted return was higher than 2017’s only 1% of the time.

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Tax Law Summary

Congress has passed the Tax Cuts and Jobs Act, the most sweeping tax reform since 1986.

In today’s world, pursuing your life’s goals is being challenged in new ways. Which makes now the perfect time to review your goals in terms of “Advice. Beyond investing.” Because when we collaborate on what matters most to you, we can create a plan tailored for you.

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Investment Management for the Next Generation

By John P. Schlatter, CFP®

After spending decades carefully accumulating and protecting wealth, will the recipients know how to manage it?

You've done a careful job of building wealth and you've put meticulous measures in place to preserve it. You've chosen money managers carefully and checked their progress. What will happen when heirs receive the assets?

For many affluent families, a great deal of emphasis has been placed on the selection of investments and the stewardship of hard-earned assets. This is the traditional focus of wealth planning and management - so much so, that we forget that our sons and daughters and grandchildren will one day have full control over the selection of advisors and the selection of investment vehicles. If we plan for continuity of management now, we can help ensure that they don't wind up scrambling to make decisions when crisis hits.

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One Goal – Many Hats: The Importance of Having an Advisory Team

By John P. Schlatter, CFP®

The completeness and accuracy of planning provided to high wealth families is often threatened by a lack of adequate communication. Spouses and families must communicate amongst themselves. But of equal importance is the level and quality of communication that occurs between various members of the family's planning team.

Competent professionals operating in silos

Most affluent families have an existing team of advisors which may include: one or several CPAs, several attorneys, a stock broker, money manager, investment banker, and an insurance provider. There is no shortage of quality counsel. At the same time, most of the family's advisors communicate directly to the client and not necessarily to each other. Consider the family that agrees to execute a particular estate strategy with the help of a top notch attorney, but the planning is done in a vacuum without comprehensive analysis about the strategy's impact on the client's tax or investment situation. The best intentions can create a tremendous disservice when there's a dearth of communication across the various members of a planning team.

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