Broker Check

James V. Peters, CLU, ChFC

(949) 631-3840

Blog

Wednesday, June 7, 2017

We work hard in our careers in order to, hopefully, experience a comfortable retirement. Regardless of our definition of wealth, most of us want to protect what we’ve worked hard to earn and enjoy the fruits of our labor. But...

 

Friday, May 19, 2017

Do you have employee stock options? If so, you’re in good company. Businesses love granting their employees stock options because they align the employee’s interests with those of the company. They are becoming so popular...

 

Wednesday, May 10, 2017

Summer is coming and it may be time to go on vacation. As you head out to the beach or up to the mountains, you may find yourself thinking, “I come here so much, I should just invest in a vacation home.” While having your...

 

Tuesday, March 28, 2017

Estate planning is one of those tasks that most of us put off for the future, either because we don’t want to think about our mortality, believe it’s too costly, or because it doesn’t seem necessary. In fact, only 51%...

 

Tuesday, March 28, 2017

There’s no doubt that 401(k) accounts are an incredible asset to help you reach your retirement savings goals. These employer-sponsored savings plans offer a tax-advantaged way for you to save, often with matching contributions...

 

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Wednesday, February 15, 2017

It seems that every other day we hear about online security breaches experienced by major companies, from Yahoo to JP Morgan Chase, and even the IRS. As we rely heavily on the Internet to conduct financial transactions and manage our...

 

Monday, January 30, 2017

The holidays are behind us, and we are well on our way into the new year! We often see January as a time for fresh starts, new goals, and renewed motivation. New Year’s resolutions tend to inspire us to purchase gym memberships,...

 

Tuesday, January 10, 2017

If you’re worried about your finances and future retirement, you aren’t alone. Americans’ fears regarding their lifestyle, medical bills, and retirement continue to increase each year. More than 50% of Americans worry...

 

Friday, December 16, 2016

We recently hosted our client appreciation cruise around Newport Harbor and had a wonderful time with all of those who joined us! Thank you to all of our clients and partners who attended. We appreciate you taking the time to network...

 

Wednesday, November 9, 2016

After a tumultuous and dramatic election season, the results are in. This election was certainly one for the history books. Because both polls and markets had expected a Clinton victory, the markets are reeling from the surprise...

 

Thursday, November 3, 2016

Life insurance reviews aren’t exactly the most exciting of tasks nor are they top of mind for most people. But it is an important conversation to have with your financial advisor, and a regular review is essential. If it’s...

 

Thursday, November 3, 2016

The presidential election always results in an exciting year, but this election has been one for the books. The election is less than a few weeks away and while we don’t know who will win, many investors are concerned with how...

 

Wednesday, October 19, 2016

Our clients are our top priority! In an effort to continually improve the service we offer, we'd like your honest feedback. Please take a few minutes to complete our 2016 Client Survey. The survey should take less than five minutes to...

 

Wednesday, August 24, 2016

You have a unique life, unique circumstances, and unique goals. Don’t you deserve a unique financial plan to go with it? While many people may assume this, it is far too often for advisors and firms to sell proprietary products...

 

Wednesday, August 24, 2016

I like to believe I was born to be a financial advisor. My father was a financial advisor and, through his work, I learned that, too often, the unexpected can happen and interrupt lives. I realized that people needed a financial...