Understanding Today’s Financial Environment
Welcome, we are Edward Oxford and Pauline Wong, a financial consultant team in Long Beach, California. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (310) 704-2631.
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Helpful Content
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
View all calculators
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
When Markets React
When markets shift, experienced investors stick to their strategy.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.