Foreign Assets of U.S. Debt Rise to $5.62 Trillion
Posted by admin at May 24, 2013
Regardless of U.S. budget disputes in Washington, international investors seem to have confidence in the country’s debt. This confidence has been shown in the rising demand for U.S. Treasury securities by foreigners. The U.S. Treasury Department reported an increase in foreign holdings of treasury securities to $5.62 trillion. China tops the list by holding $1.26 [...]
Category: Wealth Management
Investing Tips: Smaller Investments Mean Less Risk
Posted by Jim Peters at May 3, 2013
The economies of scale are known to also apply favorably in wealth management. The only problem remains to be the chance of detrimental losses in case things go awry. To counter this, many players in marketing are opting for smaller funds rather than investing on mega funds and foots the entire risks and hope for [...]
5 Blunders to Avoid While You Are In Debt
Posted by Jim Peters at April 16, 2013
It can be all too easy to get into debt, but getting out of debt is another matter altogether. Debt is often accumulated after years of bad money managing habits, so in order to eliminate your debt you need to change the way you manage your money. These are some things that you may be [...]
Category: Financial Planning
Post Tagged with California financial planner, Credit Cards, Debt, Financial Planners Orange County, Loans, Wealth Management Advisors Smart Financial Planning: What to Do With Your Tax Refund
Posted by Jim Peters at March 4, 2013
Tax time is almost over. If you sought the services of a CPA, you are highly likely to have incurred some expenditure that would allow you to apply for a tax refund. The largest proportion of tax refund applications is approved. If you are used to receiving refunds every year, you may not understand why [...]
Category: Financial Planning, Orange County
Wealth Management Is Important – No Matter What Your Financial Situation Is
Posted by Jim Peters at February 18, 2013
Finance.Investment.Wealth. Whether you are just beginning to develop your wealth management strategy or you have been doing so for decades, those three words can be very intimidating. However, they don’t need to be and at Centaurus Financial Inc. we know that whether you have $10 to invest, or $10 million, a solid plan for managing [...]
Financial Planning After Divorce!
Posted by Jim Peters at February 4, 2013
Divorce is one of the most devastating life events to strike any family. Not only is it emotionally upsetting, but it can cause severe financial distress as well. Between the division of household income to the adjustments needed to make support payments and maintain different residences, divorce can add significant financial burdens to your life. [...]
Category: Financial Planning, Orange County
New Paternity Laws in California Can Affect Your Finances
Posted by Jim Peters at January 18, 2013
Beginning this year, the State of California has instituted some changes that could impact your finances over the long-term. If you have children then you should pay attention to these new laws and factor them into both your short and long-term financial plans. As of now, the new law (AB 1337) addresses these important rights [...]
Retirement Planning: 5 Things You Need to Know
Posted by Jim Peters at November 12, 2012
No matter what age you are, retirement will be right around the corner before you know it. Retirement planning now is the best way to keep your retirement years more pleasurable and secure. Here are five things you need to know about retirement planning: Plan on the time you want to retire. If you [...]
Category: Retirement Financial Advisor, Uncategorized
Post Tagged with Retirement planning 5 Tips for Effective Strategic Wealth Management
Posted by Jim Peters at October 30, 2012
Whether you are new to investing or are an experienced professional, you need to prioritize and evaluate your wealth management strategy. With careful planning and consistency you can ensure yourself a happy and carefree retirement. Here are 5 tips that will help lead a successful portfolio. Use credit only when you can pay on time. Wealth [...]
Category: Financial Planner, Wealth Management
Post Tagged with Wealth Management Advisors Decrease Your Taxes by Planning Ahead
Posted by Jim Peters at October 5, 2012
There are three main strategies that a financial advisor is going to tell you to use to decrease your taxes every year. The first strategy is to reduce the amount of income that you are making each year. But this also means that you are going to have to pay more taxes in the long run, [...]
Category: Financial Advisor, Financial Planner
Post Tagged with Financial Advisor