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    The Year After | Looking Beyond 2020
    Allen Minassian
    • Mar 1, 2021
    • 2 min

    The Year After | Looking Beyond 2020

    2020, with its deadly pandemic, global recession, stunning market collapse and surprisingly rapid recovery, reinforced the notion that it...
    Follow the Money | Just Be Careful Where You Go
    Doug Lagerstrom
    • Jan 31, 2020
    • 2 min

    Follow the Money | Just Be Careful Where You Go

    When there is a truth to be discovered, a common refrain is, ”follow the money.” Mike tells us what people really believe. You may think...
    Stay Active | Know What You Have
    Doug Lagerstrom
    • Jun 30, 2019
    • 2 min

    Stay Active | Know What You Have

    “Just buy the index.” “It is cheap and gives you access to the whole stock market.” “You’ll outperform in the long run.” Statements like...
    Momentum Investing | What Goes Up, Goes Thud
    Doug Lagerstrom
    • Mar 31, 2018
    • 3 min

    Momentum Investing | What Goes Up, Goes Thud

    “The trend is your friend.” I don’t know if you’ve heard that expression before or not, but it is a well-known wall street axiom. Well...
    Are You Secure? | Threats of a Digital Age
    Allen Minassian
    • Jan 31, 2018
    • 2 min

    Are You Secure? | Threats of a Digital Age

    The world has become a global society of universal connectivity, where people expect to have instant access to data and services across a...
    Cool and Collected | The Balancing Act of Investing
    Allen Minassian
    • Mar 31, 2017
    • 2 min

    Cool and Collected | The Balancing Act of Investing

    It doesn’t take much to make investors uneasy about the markets these days. Scanning the headlines is like taking a walk through a...
    The Big Mistake | It's Not Worth the Risk
    Doug Lagerstrom
    • Mar 31, 2017
    • 2 min

    The Big Mistake | It's Not Worth the Risk

    In the 25 years I have been advising families regarding the financial decisions they make in life, one issue stands head and shoulders...
    Password Protected | More Complicated Than It Sounds
    Doug Lagerstrom
    • Jan 31, 2017
    • 2 min

    Password Protected | More Complicated Than It Sounds

    As computers and smartphones in particular and the internet in general proliferates in our society the threat to your financial security...
    When It's Low | Where Do You Go
    Doug Lagerstrom
    • Jun 30, 2016
    • 2 min

    When It's Low | Where Do You Go

    When I first started in this business in 1991, I remember one-year CD rates were 6%, ten-year government bonds paid 7.5%, stocks offered...
    Bridging the Gap | A Benefit of Diversification
    Allen Minassian
    • Mar 31, 2016
    • 2 min

    Bridging the Gap | A Benefit of Diversification

    Growth investments, also referred to as momentum investments, are comprised of companies whose earnings are expected to grow at a faster...
    Income Matters | Benefits of the Assets You Own
    Allen Minassian
    • Sep 30, 2015
    • 2 min

    Income Matters | Benefits of the Assets You Own

    “We are never as happy or as unhappy as we think we are,” said the French sage La Rochefoucauld. This principle can be applied to money...
    Look at That Yo-Yo | Or Don't
    Doug Lagerstrom
    • Sep 30, 2015
    • 2 min

    Look at That Yo-Yo | Or Don't

    Market volatility is back and with it comes nervous investors. The VIX (a commonly used measure of stock market volatility) increased...
    Liquefiable Assets | A Retirement Wheel of Fortune
    Allen Minassian
    • Jan 31, 2015
    • 2 min

    Liquefiable Assets | A Retirement Wheel of Fortune

    In retirement, most people have a grand assortment of assets that can be used to cover expenses- stocks, bonds, mutual funds, taxable...
    Organize Your Finances | The Early Bird...
    Doug Lagerstrom
    • Jan 31, 2015
    • 2 min

    Organize Your Finances | The Early Bird...

    Well it’s a New Year and time for new thoughts. Better still, maybe it’s a good time to revisit your current investments and make sure...
    Market Meltdowns | Are There Coolants?
    Doug Lagerstrom
    • Sep 30, 2014
    • 1 min

    Market Meltdowns | Are There Coolants?

    With the financial meltdown from the fall of 2008 now nearly 6 years in our rear view mirror, this seems like a good time to revisit...

    Private Wealth Solutions LLC

    5850 Canoga Avenue Suite 315

    Woodland Hills, CA 91367

    T: 818-264-0600

    F: 818-666-3519

    lynn@privatewealthsolutions.com

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