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Financial Strategies in 2018

By Safeguard Investment Advisory Group | April 16, 2018

One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has tested that philosophy. Most market analysts would agree that it was more important to be in the market and taking advantage of gains than to…

Digital Tools for Tax Season

By Safeguard Investment Advisory Group | March 26, 2018

Tax season is upon us. According to the IRS, about 90 percent of taxpayers now file their taxes electronically. The agency touts the service as more accurate, convenient and secure than paper claims, and people usually receive their tax refunds faster. The IRS offers free tax filing assistance to filers who earn $54,000 a year…

Traveling on a Fixed Income

By Safeguard Investment Advisory Group | March 19, 2018

Oh, the places you’ll go! Renowned author Dr. Seuss wrote a children’s book in 1990 that has become a popular graduation gift for young adults. Part of its message:1 “You’re off to Great Places! Today is your day! Your mountain is waiting. So … get on your way!” Perhaps for some people, the time to…

Women Faces Issues in Retirement

By Safeguard Investment Advisory Group | March 12, 2018

In 2017, women organized and made headway toward real change, making it a hallmark year for women’s issues. The year started with the Women’s March in January and ended with the #MeToo movement spreading across the globe.1 In addition, record numbers of women considered running for public office.2 The thing is, many of the factors…

Cultural Influences From Abroad

By Safeguard Investment Advisory Group | January 11, 2018

They say variety is the spice of life. A variety of cultural experiences may even contribute to a longer life and cognitive sharpness. A new study links cultural activities, including exposure to other languages, as a strong influence in the way we learn, amass and assimilate new information.1 Some cultural influences may well impact longer…

Year-End Tax Tips

By Safeguard Investment Advisory Group | December 27, 2017

As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax reform” is quite unusual — the last major tax overhaul happened during the Reagan administration in 1986.1 According to Fox News, some who may benefit…

Assessing Risk in Retirement Income

By Safeguard Investment Advisory Group | November 27, 2017

When it comes to investing, there’s no such thing as a “safe bet.” Every type of financial vehicle has some level of risk, even checking and savings accounts. Back in the 1920s, people believed that the safest place to keep their money was a bank, and they were right. But as they witnessed during the…

How Much Retirement Income Should Come From Savings?

By Safeguard Investment Advisory Group | November 8, 2017

According to the Bureau of Economic Analysis, Americans’ personal savings rates are about half of the amount they once were. For the past few years, the personal savings rate has hovered around 5 percent, but that’s still significantly lower than the savings rate from 1950-2000, which averaged 9.8 percent.1 For many retirees, a big concern…

Think student loans are a young person’s problem? Think again!

By Pam Vega | October 19, 2017

Think student loans are a young person’s problem? Think again! Baby Boomers here in California owe a whopping $11,274,120,000 billion. Safeguards’, Reid Abedeen spoke with KUSI News about the challenges these seniors are facing and steps they can take to deal with student debt:   Click here for a student loan repayment calculator  

Strategic vs. Tactical Asset Allocation

By Safeguard Investment Advisory Group | October 4, 2017

In recent years, the markets, the economy and the global political scene have evolved considerably. We’ve witnessed both remarkable volatility and remarkable resilience in these areas. The reality is that less predictability in today’s economic landscape requires more vigilant risk diversification, coupled with the ability to adapt to a fast-changing environment .1 We work with…

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