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Chasing Performance Can Be Like Running In Reverse
Your portfolio could grow nowhere...fast. In volatile market environments, investors can be tempted to make abrupt decisions - such as selling their current holdings and buying stocks, mutual funds, or the latest "hot" investment tip or strategy that have
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Navigating Uncertain Seas
It is important to have tax-smart investment strategies to help you keep more of what you make. When taxes are not managed properly, investment gains can erode and progress towards your financial goals are minimized. In times like these, every investor ne
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Resisting the Emotional Spin Cycle
Many investors get caught in the emotional spin cycle of investing and continue to pull in and out of the market, abandoning long-term strategies, and paying the price with sub-optimal returns. This article will discuss how we can improve our behavior in
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Moneywise Wealth Management is a premier financial services firm in Central California, not only because of our ability to help our clients meet their individual financial goals, but as a result of who we are and what we believe: the core values and ethics that guide our organization.

Our values supply the compass by which we stay focused: providing broad, sound financial advice to our clients. Our values brought our company to where it is today, and will guide us tomorrow.

In working with clients to create individual financial plans, services may include...

  • Retirement & Financial Planning
  • 401(k) and Pension Rollovers
  • Education and Goal Funding
  • Investment Advisory Services
  • Asset Allocation
  • Annuity and Insurance Services

If you would like Moneywise to help you get on track (or stay on track) to meeting your financial life goals, you may call our office at 661-847-1000 for a no-cost, no-obligation consultation. 

Let Moneywise give you the answers you need.

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Securities offered through: SCF Securities, Inc. Member FINRA/SIPC
Advisory Services offered through: SCF Investment Advisors, Inc.
An SEC Registered Investment Advisor
Corporate Office: 155 E. Shaw Ave. Suite 102 Fresno, CA. 93710
www.scfsecurities.com  800.955.2517
Kris Pelster (CA Insurance License #OF20931), Sherod Waite (CA Insurance License #0C67086)
Registered Representatives of SCF Securities, Inc.
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