Jeffrey Schwartz, Pacific Advisors

05/22/2026

Protection is the cornerstone to a bright future. Check out Nick Carlson’s journey to protecting the financial future for his family.

Watch Nick's journey to protect his family's future

05/21/2026

We are incredibly honored and grateful to share that Pacific Advisors Bakersfield has been nominated for Small Business of the Year at the North of the River Chamber of Commerce Community Awards.

To be recognized alongside so many amazing local businesses is truly meaningful to our team. At the heart of what we do is serving our community, building lasting relationships, and helping families and businesses create a good life for the rest of your life.

Thank you to our clients, community partners, friends, and families for your continued trust and support. We are proud to serve Bakersfield and grow alongside this incredible community. 💙
www.kern-advisors.com

05/20/2026

Struggling to save money? These tips can help make it easier

Try these simple steps to transform from being a spender to a saver

05/18/2026

Consumer interest in annuities has never been higher. So what are annuities and why do so many people want them?

A changing retirement landscape and uncertain economic times are fueling demand for guaranteed retirement income.

05/15/2026

It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.

Ideas on how to build a solid investment portfolio.

05/13/2026

Divorce can reshape every part of life, including your finances. From splitting assets to planning for your new future, here’s what to know so you can move forward with clarity and confidence.

Here are some retirement strategies for life after divorce to help maintain your financial wellness.

05/11/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

05/11/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

05/08/2026

The wedding registry used to stock a couple’s home with new possessions. Now, however, as more people live together before marriage, the registry can provide new experiences–and savings.

The registry can provide new experiences–and savings. Here is how.

05/06/2026

Creating a budget may take time and effort, but the payoff is worth it. Check out these 7 simple tips and tricks that may help you stick to your budget.

Effective budgeting will empower you to make responsible financial decisions without sacrificing your emotional well-being

05/04/2026

Being a caregiver is rewarding, but it can also take a lot out of you. These five tips can help you take better care of yourself, which in turn can help you take better care of others.

If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost