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ACap Asset Management
Protecting Your Financial Health
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Fee-Only Financial Planning and Investment Services
For health care professionals, business owners, and individuals
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Recent Blog Posts

HomeSavings

Five Realistic Strategies to Help You Save for a Down Payment

By Ara Oghoorian |

Despite what you may have heard about the desire for home ownership being on the decline, saving for a down-payment on a home is consistently one of the top short-term goals for our clients. However, without a doubt, the most common barrier to entry into the real estate market is the inability to save… Read More »

How can I do socially responsible investing?

By Ara Oghoorian |

Socially Responsible Investing (SRI) is sometimes also referred to as Environmental, Social and Corporate (ESG) investing. Regardless of the terminology, SRI/ESG investing is gaining momentum and growing each year. There are many mutual funds and Exchange Traded Funds (ETFs) that focus on SRI/ESG investments. The drawback is that most of these funds invest in… Read More »

How can I protect myself from rising interest rates?

By Ara Oghoorian |

Rising interest rates negatively affect fixed income investments. When rates are rising, investors should avoid real estate, mid and long-term bonds, and utilities. Instead, investors should purchase very short-term bonds, stocks, and floating rate securities. If you have large sums of cash in the bank, you can now shop around for a higher yielding… Read More »

I just sold a house, how can I avoid paying taxes on the gains?

By Ara Oghoorian |

There are two possibilities when selling a home: selling your primary residence or selling a rental property. You can exclude up to $500,000 of capital gains ($250,000 if single) on the sale of a primary residence as long as you meet certain residency rules. The sale of a rental property also incurs capital gains,… Read More »

Ara Oghoorian on “Your Money” with Kent Smetters – April 2018

By Ara Oghoorian |

ACap’s Founder & President, Ara Oghoorian is a regular guest on the Your Money show with Kent Smetters, airing on Sirius XM Channel 111, Business Radio powered by The Wharton School. Ara was recently on the show in April, answering financial questions from callers. Stream the full episode below: Find out more about Wharton Business Radio here. If… Read More »

Ara Oghoorian Appointed to Board of Directors of Mission Valley Bancorp & Bank

By Ara Oghoorian |

Highly-Rated Los Angeles Certified Financial Planner (CFP®) and CPA Named a Director of San Fernando Valley Community Bank LOS ANGELES–April 12, 2018–Ara Oghoorian, CFA, CFP®, CPA, and President of financial planning and wealth management firm ACap Asset Management, Inc., has been elected to the Board of Directors of Mission Valley Bancorp & Bank in… Read More »

WEBINAR: Group Health Insurance for Small Businesses

By Ara Oghoorian |

As your business grows, it’s important to consider what employee-benefits you can and should offer. In this free financial webinar, we are joined by Amy Evans of Colibri Insurance Services to discuss the best strategies for group health insurance coverage for small businesses. What You Will Learn: Current challenges in the individual health insurance… Read More »

ACap-Asset-Management-AdvisoryHQ-Award-2018

ACap Rated “Top 10 Financial Planning Firm in Los Angeles” by AdvisoryHQ

By Ara Oghoorian |

ACap Asset Management has been ranked a Top 10 Best Financial Planning / Wealth Management Firm in Los Angeles for 2018 by AdvisoryHQ, marking the second year in a row we have made the list. AdvisoryHQ, an independent financial review company, has highlighted some of the factors why our “boutique focus on physicians & medical… Read More »

Self-Employed 401k Contribution Reminder

By Ara Oghoorian |

The 2017 deadline for self-employed individuals to fund their Individual 401k accounts is 12/31/2017. As a reminder, the maximum amount that can be contributed to the 401k as an employee is $18,000 for 2017 ($24,000 if age 50 or older). Individual 401k account owners will still have the opportunity to fund the employer portion… Read More »

2017 House and Senate Tax Bills

By Ara Oghoorian |

The Senate passed their version of the massive tax bill late Friday night while Americans were asleep. By now you’ve heard about the passage of the Tax Cuts and Jobs Act by the House of Representatives last month. On Monday, the House and the Senate will come together to reconcile their differences to present… Read More »