Advisory Group West

Advisory Group West Wealth Management - Advisory services offered through Advisory Group West, a Registered Investment A

Robert Donaldson is a Registered Representative and Investment Advisor Representative with/and offers securities and advisory services through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Advisory Group West, 330 North Brand Boulevard, Suite 910, Glendale, CA 91203, 818-241-9061. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

We all want to know, “What’s next for the financial markets?” But no one knows for sure.
10/07/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
10/05/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
10/02/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Earnings season can move markets. Find out why.
09/30/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Terrible or wonderful; Could a variable annuity be right for you?
09/28/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
09/25/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
09/23/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
09/21/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Check out this video on taxes.
09/18/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
09/16/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

Address

330 N. Brand Boulevard , Suite 910
Glendale, CA
91203

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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