Bahr Investment Group Services
As Investment Advisor Representatives with LPL Financial, we help our clients define their long-term investment objectives and build personalized investment portfolios designed to help work towards them. Find out more about our services.
We've designed our LIFE Process™ to provide a framework which helps us address the qualitative aspects of our client's lives as well as the quantitative elements. This allows us to truly listen, clearly understand and invest your money in the path of your dreams.
Candace is honored to be recognized as a KPBS Local Hero for her outstanding community service over the past 25 years. Click on the 1 minute video below to learn more:
Take a Look At Our Approach
At Bahr Investment Group we’ve built a team that is highly experienced and dedicated to working together toward our clients' success. Click on this one-minute video to see Candace explain our business philosophy.
Looking for a trusted partner to help you work toward your financial goals? Call us at 1-800-200-8198 to learn more about our services.
Candace's Work Has Been Featured In:
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Bonds may outperform stocks one year only to have stocks rebound the next.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Regardless of how you approach retirement, there are some things about it that might surprise you.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: right now.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
There are nearly 1,200 ETFs available. Should you invest in them?