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Investment Strategy
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Latest Newsletters
Teen Financial Literacy “Event”
Last month, Arktos Wealth Management (AWM) participated in Crescenta Valley High School’s Career Fair. Students were able to inquire about the benefits, qualifications, and attributes connected to a wide variety of career paths. AWM was a proud representative of the financial services industry. One observation that I personally took away from this event was the Read more about Teen Financial Literacy “Event”[…]
Managing Income Throughout Retirement
There’s an old saying in the financial planning world: “It is better to have too much money at the end of the month, than to have too much month at the end of your money.” Unfortunately, this situation is all too common and happens for a variety of reasons. Let me start with a simple Read more about Managing Income Throughout Retirement[…]
The Ultimate Gift
Telling someone you care about them is one thing. Showing them you care, or cared, can be significantly different. This month, I’d like to touch upon the public’s least favorite financially related subject: LIFE INSURANCE. How much a life is worth depends on what that person’s role is. In a business, the CEO’s visionary ability Read more about The Ultimate Gift[…]
Cutting through the noise…
Somewhere in the middle of the 2008 financial and real estate market crisis, I began writing a semi-monthly blog to my clients, family, friends, and prospects addressing the dark and painful, and seemingly endless, drop in global economic market valuations. This moment in time was known as our Great Recession. It was real and it Read more about Cutting through the noise…[…]