Home
The Client Experience
OUR PROCESS
INVESTMENT OFFERINGS
THE GUARDIAN STANDARD
SERVICES
SOUTHERN CALIFORNIA EDISON
INSTITUTIONAL CONSULTING
Who We Are
ABOUT US
PEOPLE
News
Let's Talk
CLIENT LOGIN
SCHWAB LOGIN
ADVISORS
HOME
CLIENT LOGIN
SCHWAB LOGIN
ADVISORS
OUR PROCESS
INVESTMENT OFFERINGS
THE GUARDIAN STANDARD
SERVICES
SOUTHERN CALIFORNIA EDISON
INSTITUTIONAL CONSULTING
The Client Experience
ABOUT US
PEOPLE
Who We Are
News
Let's Talk
News
VIEW BY:
View By
Articles
Education
SCE
Advisors
Newsletters
VIEW BY:
Articles
Education
SCE
Advisors
Newsletters
Search
ARTICLES
EDUCATION
SCE
Advisors
NEWSLETTERS
READ
The Guardian Standard Newsletter- October 2024
October 24, 2024
The Guardian Standard Newsletter- October 2024
READ
Policy and Politics in 2024
October 24, 2024
Policy and Politics in 2024
READ
Webinar Replay- Medicare and Edison Retiree Medical Benefits
September 13, 2024
Webinar Replay- Medicare and Edison Retiree Medical Benefits
READ
Pension Rate Update- August 2024
August 24, 2024
Pension Rate Update- August 2024
READ
Pension Rate Update July 2024
July 23, 2024
Pension Rate Update July 2024
READ
The Guardian Standard Newsletter- July 2024
July 18, 2024
The Guardian Standard Newsletter- July 2024
READ
Pension Rate Update- June 2024
June 26, 2024
Pension Rate Update- June 2024
READ
Are You Considering Relocating to Another State in Retirement?
May 08, 2024
Are You Considering Relocating to Another State in Retirement?
READ
The Guardian Standard Newsletter- April 2024
April 17, 2024
The Guardian Standard Newsletter- April 2024
READ
Will the Federal Reserve Lower Rates in 2024?
April 09, 2024
Will the Federal Reserve Lower Rates in 2024?
READ
Tax Diversification
March 05, 2024
Tax Diversification
READ
College Savings Ideas
February 07, 2024
College Savings Ideas
READ
The Guardian Standard Newsletter- January 2024
January 23, 2024
The Guardian Standard Newsletter- January 2024
READ
Ideas for Your 401(k)
January 08, 2024
Ideas for Your 401(k)
READ
Year-End Planning Ideas
December 05, 2023
Year-End Planning Ideas
READ
The New SCE Medical Benefit Plans
October 30, 2023
The New SCE Medical Benefit Plans
READ
The Guardian Standard Newsletter- October 2023
October 20, 2023
The Guardian Standard Newsletter- October 2023
READ
2024 Official SCE Pension Rate Announcement
September 21, 2023
2024 Official SCE Pension Rate Announcement
READ
Pension Rate Update- August 2023
August 21, 2023
Pension Rate Update- August 2023
READ
Pension Rate Update- July 2023
August 03, 2023
Pension Rate Update- July 2023
READ
The Guardian Standard Newsletter- July 2023
July 19, 2023
The Guardian Standard Newsletter- July 2023
READ
Pension Rate Update - June 2023
June 21, 2023
Pension Rate Update - June 2023
READ
Strategies to Pay Down Debt
May 22, 2023
Strategies to Pay Down Debt
READ
Earning More On Your Cash Savings
April 25, 2023
Earning More On Your Cash Savings
READ
The Guardian Standard Newsletter- April 2023
April 18, 2023
The Guardian Standard Newsletter- April 2023
READ
Retirement Income Optimization: Demystifying Reverse Mortgages
March 31, 2023
Retirement Income Optimization: Demystifying Reverse Mortgages
READ
Silicon Valley Bank (SVB): A Lesson In Why Process Is So Critical In Managing Client Assets
March 19, 2023
Silicon Valley Bank (SVB): A Lesson In Why Process Is So Critical In Managing Client Assets
READ
How Does SECURE Act 2.0 Impact You? (Part 2)
February 27, 2023
How Does SECURE Act 2.0 Impact You? (Part 2)
READ
How Does SECURE Act 2.0 Impact You?
January 30, 2023
How Does SECURE Act 2.0 Impact You?
READ
The Guardian Standard Newsletter- January 2023
January 17, 2023
The Guardian Standard Newsletter- January 2023
READ
Your Year-End Financial Planning List
December 06, 2022
Your Year-End Financial Planning List
READ
The Benefits of Strategic Alliances
November 01, 2022
The Benefits of Strategic Alliances
READ
The Silver Lining in Today’s Market Environment
October 28, 2022
The Silver Lining in Today’s Market Environment
READ
The Guardian Standard Newsletter- October 2022
October 24, 2022
The Guardian Standard Newsletter- October 2022
READ
2023 Southern California Edison Pension Rates Announced!
September 21, 2022
2023 Southern California Edison Pension Rates Announced!
READ
SCE Pension Rate Update- August 2022
August 27, 2022
SCE Pension Rate Update- August 2022
READ
Why Independence? Why Now?- August 2022
August 22, 2022
Why Independence? Why Now?- August 2022
READ
SCE Pension Rate Update- July 2022
July 28, 2022
SCE Pension Rate Update- July 2022
READ
The Guardian Standard Newsletter- July 2022
July 26, 2022
The Guardian Standard Newsletter- July 2022
READ
How Have Recent Interest Rates Increases Impacted Your SCE Pension Benefits?
June 24, 2022
How Have Recent Interest Rates Increases Impacted Your SCE Pension Benefits?
READ
Creating Strategic Alliances
May 29, 2022
Creating Strategic Alliances
READ
Do bonds still play a role in your portfolio?
May 28, 2022
Do bonds still play a role in your portfolio?
READ
The Guardian Standard Newsletter- April 2022
April 24, 2022
The Guardian Standard Newsletter- April 2022
READ
Did You Know? - The Upfront Check Vs. Independence
April 04, 2022
Did You Know? - The Upfront Check Vs. Independence
READ
3 Things You Can Do When Markets are Volatile
March 10, 2022
3 Things You Can Do When Markets are Volatile
READ
How Tax Planning Changes Through Four Stages of Retirement
February 23, 2022
How Tax Planning Changes Through Four Stages of Retirement
READ
Did You Know? - The Top 3 Benefits
February 09, 2022
Did You Know? - The Top 3 Benefits
READ
The Guardian Standard Newsletter- January 2022
January 26, 2022
The Guardian Standard Newsletter- January 2022
READ
How to Save More Money in 2022
January 17, 2022
How to Save More Money in 2022
READ
What is MyBlocks?
November 10, 2021
What is MyBlocks?
READ
Why Independence? Why Now?- October 2021
October 27, 2021
Why Independence? Why Now?- October 2021
READ
The Guardian Standard Newsletter- October 2021
October 21, 2021
The Guardian Standard Newsletter- October 2021
READ
What is Alternative Income?
September 29, 2021
What is Alternative Income?
READ
Did You Know?- “The Investment Universe is Larger”
September 09, 2021
Did You Know?- “The Investment Universe is Larger”
READ
SCE Pension Rate Update- August 2021
August 20, 2021
SCE Pension Rate Update- August 2021
READ
SCE Pension Rate Update- July 2021
July 20, 2021
SCE Pension Rate Update- July 2021
READ
The Guardian Standard Newsletter - July 2021
July 09, 2021
The Guardian Standard Newsletter - July 2021
READ
Quarterly Market Recap- July 2021
July 08, 2021
Quarterly Market Recap- July 2021
READ
SCE Pension Rate Update- June 2021
June 21, 2021
SCE Pension Rate Update- June 2021
READ
What is the difference between IRAs and 401(k)s?
May 24, 2021
What is the difference between IRAs and 401(k)s?
READ
Guardian Financial Partners Adds Experienced Financial Advisor Daniel Cucuiat
May 11, 2021
Guardian Financial Partners Adds Experienced Financial Advisor Daniel Cucuiat
READ
The Guardian Standard Newsletter - May 2021
May 10, 2021
The Guardian Standard Newsletter - May 2021
READ
The Guardian Standard Newsletter - April 2021
April 14, 2021
The Guardian Standard Newsletter - April 2021
READ
Managing Stress for Success
April 08, 2021
Managing Stress for Success
READ
The Guardian Standard Newsletter - March 2021
March 16, 2021
The Guardian Standard Newsletter - March 2021
READ
Why Independence? Why Now?- “Do Clients Want More?”
March 15, 2021
Why Independence? Why Now?- “Do Clients Want More?”
READ
Understanding Social Security Retirement Benefits
March 09, 2021
Understanding Social Security Retirement Benefits
READ
The Guardian Standard Newsletter - February 2021
February 22, 2021
The Guardian Standard Newsletter - February 2021
READ
4 Things to Consider as You Prepare Your Taxes
February 10, 2021
4 Things to Consider as You Prepare Your Taxes
READ
Why Independence? Why Now?- What We Learned from 2020
January 28, 2021
Why Independence? Why Now?- What We Learned from 2020
READ
The Guardian Standard Newsletter - January 2021
January 27, 2021
The Guardian Standard Newsletter - January 2021
READ
3 Simple Ways to Save Money in 2021!
January 13, 2021
3 Simple Ways to Save Money in 2021!
READ
The Guardian Standard Newsletter - December 2020
December 20, 2020
The Guardian Standard Newsletter - December 2020
READ
Is Now The Time To Refinance Your Mortgage?
December 07, 2020
Is Now The Time To Refinance Your Mortgage?
READ
The Guardian Standard Newsletter - November 2020
November 17, 2020
The Guardian Standard Newsletter - November 2020
READ
Monthly Market Update
November 16, 2020
Monthly Market Update
READ
Why Independence? Why Now?- “Advisor Payout”
November 09, 2020
Why Independence? Why Now?- “Advisor Payout”
READ
Retirement Tips for Any Age
November 05, 2020
Retirement Tips for Any Age
READ
The Guardian Standard Newsletter - October 2020
October 21, 2020
The Guardian Standard Newsletter - October 2020
READ
Election 2020 - How We Think About Elections & Investment Decisions
October 20, 2020
Election 2020 - How We Think About Elections & Investment Decisions
READ
Why Independence? Why Now?- Vol 7
October 19, 2020
Why Independence? Why Now?- Vol 7
READ
“What is an Estate Plan? And Do I Need One?”
October 14, 2020
“What is an Estate Plan? And Do I Need One?”
READ
The Guardian Standard Newsletter - September 2020
September 23, 2020
The Guardian Standard Newsletter - September 2020
READ
Ned Davis Research: Market Performance Around U.S. Elections
September 21, 2020
Ned Davis Research: Market Performance Around U.S. Elections
READ
SCE Pension Rate Announcement for 2021
September 19, 2020
SCE Pension Rate Announcement for 2021
READ
The Guardian Standard Newsletter- August 2020
August 25, 2020
The Guardian Standard Newsletter- August 2020
READ
SCE Pension Rate Update August 2020
August 19, 2020
SCE Pension Rate Update August 2020
READ
The Guardian Standard Newsletter- July 2020
July 22, 2020
The Guardian Standard Newsletter- July 2020
READ
SCE Pension Rate Update July 2020
July 21, 2020
SCE Pension Rate Update July 2020
READ
It’s Been a Wild First Half … Where Do We Go From Here?
July 21, 2020
It’s Been a Wild First Half … Where Do We Go From Here?
READ
Southern California Edison- Pension Rate Update
June 19, 2020
Southern California Edison- Pension Rate Update
READ
The Guardian Standard Newsletter- June 2020
June 18, 2020
The Guardian Standard Newsletter- June 2020
READ
Why Independence? Why Now?- Vol 6
June 10, 2020
Why Independence? Why Now?- Vol 6
READ
The Guardian Standard Newsletter- May 2020
May 21, 2020
The Guardian Standard Newsletter- May 2020
READ
Why Independence? Why Now?- Vol 5
May 06, 2020
Why Independence? Why Now?- Vol 5
READ
Southern California Edison- Planning for Long-Term Care
May 04, 2020
Southern California Edison- Planning for Long-Term Care
READ
The Guardian Standard Newsletter- April 2020
April 23, 2020
The Guardian Standard Newsletter- April 2020
READ
Market Commentary- First Quarter 2020
April 21, 2020
Market Commentary- First Quarter 2020
READ
Why Independence? Why Now?- Vol 4
April 10, 2020
Why Independence? Why Now?- Vol 4
READ
Southern California Edison- Understanding The CARES Act
April 01, 2020
Southern California Edison- Understanding The CARES Act
READ
The Guardian Standard Newsletter- March 2020
March 18, 2020
The Guardian Standard Newsletter- March 2020
READ
Guardian Financial Partners Exceeds $600 Million in Assets Under Management
March 10, 2020
Guardian Financial Partners Exceeds $600 Million in Assets Under Management
READ
Southern California Edison- What is Going on in The Markets?
March 04, 2020
Southern California Edison- What is Going on in The Markets?
READ
Why Independence? Why Now?- Vol 3
March 02, 2020
Why Independence? Why Now?- Vol 3
READ
Why Independence? Why Now?- Vol 2
February 24, 2020
Why Independence? Why Now?- Vol 2
READ
The Guardian Standard Newsletter- February 2020
February 21, 2020
The Guardian Standard Newsletter- February 2020
READ
Guggenheim Investments Market Perspective: Peace For Our Time
February 19, 2020
Guggenheim Investments Market Perspective: Peace For Our Time
READ
Southern California Edison- Frequently Asked Retirement Questions
February 04, 2020
Southern California Edison- Frequently Asked Retirement Questions
READ
The Guardian Standard Newsletter- January 2020
January 24, 2020
The Guardian Standard Newsletter- January 2020
READ
Market Commentary- Fourth Quarter 2019: 8 Key Takeaways
January 23, 2020
Market Commentary- Fourth Quarter 2019: 8 Key Takeaways
READ
Why Independence? Why Now? Vol- 1
January 15, 2020
Why Independence? Why Now? Vol- 1
READ
Southern California Edison- 3 Tips for The New Year
January 05, 2020
Southern California Edison- 3 Tips for The New Year
READ
Are You a Financial Advisor Considering a Change?
December 18, 2019
Are You a Financial Advisor Considering a Change?
READ
The Guardian Standard Newsletter- December 2019
December 16, 2019
The Guardian Standard Newsletter- December 2019
READ
The Guardian Standard Newsletter- November 2019
November 22, 2019
The Guardian Standard Newsletter- November 2019
READ
Southern California Edison- Understanding Your 401(k) Options
November 14, 2019
Southern California Edison- Understanding Your 401(k) Options
READ
The Guardian Standard Newsletter- October 2019
October 23, 2019
The Guardian Standard Newsletter- October 2019
READ
Yield Curve Inversions Explained
October 16, 2019
Yield Curve Inversions Explained
READ
Third Quarter 2019 Investment Commentary
October 14, 2019
Third Quarter 2019 Investment Commentary
READ
Southern California Edison- Do You Understand Your Retirement Healthcare Options?
October 02, 2019
Southern California Edison- Do You Understand Your Retirement Healthcare Options?
READ
SCE Official 2020 Pension Rate Update
September 24, 2019
SCE Official 2020 Pension Rate Update
READ
The Guardian Standard Newsletter- September 2019
September 20, 2019
The Guardian Standard Newsletter- September 2019
READ
Southern California Edison- Do You Need an Estate Plan?
September 04, 2019
Southern California Edison- Do You Need an Estate Plan?
READ
The Guardian Standard Newsletter- August 2019
August 19, 2019
The Guardian Standard Newsletter- August 2019
READ
SCE Pension Rate Update August 2019
August 19, 2019
SCE Pension Rate Update August 2019
READ
Market Update– Volatility, Trade w/ China, Inverted Yield Curve, and Brexit – WOW!
August 15, 2019
Market Update– Volatility, Trade w/ China, Inverted Yield Curve, and Brexit – WOW!
READ
SCE Pension Rate Update July 2019
July 17, 2019
SCE Pension Rate Update July 2019
READ
The Guardian Standard Newsletter- July 2019
July 16, 2019
The Guardian Standard Newsletter- July 2019
READ
DRAAMS- A Potential Solution For A Complicated and Constantly Changing Investment Environment
July 15, 2019
DRAAMS- A Potential Solution For A Complicated and Constantly Changing Investment Environment
READ
Second Quarter 2019 Investment Commentary
July 15, 2019
Second Quarter 2019 Investment Commentary
READ
SCE Pension Rate Update- June 2019
June 20, 2019
SCE Pension Rate Update- June 2019
READ
The Guardian Standard Newsletter- June 2019
June 20, 2019
The Guardian Standard Newsletter- June 2019
READ
Nikkei 225: 1985 to the Present- What Can We Learn?
June 19, 2019
Nikkei 225: 1985 to the Present- What Can We Learn?
READ
The Guardian Standard Newsletter- May 2019
May 22, 2019
The Guardian Standard Newsletter- May 2019
READ
Interest Rates: A Historical Perspective – What Can We Learn From Our Past?
May 21, 2019
Interest Rates: A Historical Perspective – What Can We Learn From Our Past?
READ
The Guardian Standard Monthly Newsletter
April 18, 2019
The Guardian Standard Monthly Newsletter
READ
Quarterly Market Commentary
April 15, 2019
Quarterly Market Commentary
READ
“The Stock Market Always Goes Up!”
April 15, 2019
“The Stock Market Always Goes Up!”
READ
The Guardian Standard Monthly Newsletter
March 21, 2019
The Guardian Standard Monthly Newsletter
READ
How Can You Get Ahead in 2019?
February 21, 2019
How Can You Get Ahead in 2019?
READ
2019 What Can We Expect?
February 12, 2019
2019 What Can We Expect?
READ
The Guardian Standard Monthy Newsletter
January 28, 2019
The Guardian Standard Monthy Newsletter
READ
Quarterly Market Commentary
January 16, 2019
Quarterly Market Commentary
READ
Market Commentary
October 14, 2018
Market Commentary
READ
SCE Pension Update
September 15, 2018
SCE Pension Update
READ
SCE Pension Update
August 15, 2018
SCE Pension Update
READ
SCE Pension Update
June 15, 2018
SCE Pension Update
READ
Market Update
February 05, 2018
Market Update
LOAD MORE