Investing Insights
Insight
March 1, 2022
FundX Joins One Capital Management, LLC
FundX is now a division of One Capital Management (OCM), a Southern California-based wealth management firm and registered investment adviser serving...
Read moreFebruary 11, 2022
A Game Plan for Volatile Markets
Markets are off to a volatile start this year. Stocks and bonds fell sharply in January, and just when it looked like it was over, the sell-off contin...
Read moreFebruary 2, 2022
2022 Financial Planning Checklist
How do you know if you’re in good financial shape? Investors often review how their portfolio performed each year and consider if there are any change...
Read moreJanuary 13, 2022
How to Organize Your Investments
Looking to get back on track with your investments? Start by getting organized with a three-bucket approach that investment advisors and financial pla...
Read moreDecember 17, 2021
6 Tax-Smart Approaches to Year-End Charitable Giving
Our wealth management clients are generous people who want to use their wealth to help make the world a better place, so charitable giving is often an...
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