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.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Read this overview to learn how financial advisors are compensated.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
How long does a $20 bill last?
There are four very good reasons to start investing. Do you know what they are?
Do you have an estate strategy? You should.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
Here is a quick history of the Federal Reserve and an overview of what it does.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There are hundreds of ETFs available. Should you invest in them?
With alternative investments, it’s critical to sort through the complexity.