Meet the Team
A prudent wealth management team professionally managing & protecting the wealth you’ve created.
How We Achieve
We exercise a “listen & learn” approach to understand & design a strategy to meet your financial objectives.
Learn how Discipline Makes the Difference outside the office, and how the power of habit effects all areas of life.
Why Discipline Makes the Difference
Runyan Capital Advisors is a leading wealth and investment management team in Beverly Hills, California. Our clients are our focus and we pride ourselves on tailoring ideal portfolios to meet each of their goals and objectives.
Wealth accumulation is obviously important; yet we know it is equally, if not more important and rewarding to minimize losses in periods of decline. We use research from Nobel Prize winning economists including Daniel Kahneman and Robert Thaler to illustrate these professors’ findings in Behavioral Economics to help our clients have greater investment success.
Our motto, Discipline Makes the Difference, permeates more than just the portfolio; the motto is a literal commitment to our clients, and is a key ingredient in helping us secure the right to lifelong relationships. This means delivering a caliber of excellence in every stage of discovery, planning, implementation, monitoring, and ongoing review.Contact Us
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
If you find it hard to attain personal life goals, there’s an app for that!
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are a few things to consider when buying or leasing your next vehicle.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Smart investors take the time to separate emotion from fact.