Understanding Today’s Financial Environment
Welcome, I’m Steven Edwards, a financial professional in Newport Beach, California. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (949) 387-5211.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Building wealth requires protection from the forces of wealth destruction.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The decision whether to buy or rent a home may have long-term implications.
There are hundreds of ETFs available. Should you invest in them?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What if instead of buying that vacation home, you invested the money?
Have you found yourself suddenly single? Here are 3 steps to take right now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.