LIFE Process Our Team Our Services Our Philosophy

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:


 

Helpful Content

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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The Other Sure Thing

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Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Use this calculator to estimates your income tax liability along with average and marginal tax rates.

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Assess how many days you'll work in 2012 to pay federal tax liability.

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The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Using smart management to get more of what you want and free up assets to invest.

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Learn more about taxes, tax-favored investing, and tax strategies.

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A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Three things to consider before dipping into retirement savings to pay for college.

The Facts About Income Tax

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

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Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Other Sure Thing

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.

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