by Jose Feliciano | Nov 26, 2022 | Uncategorized
Thanksgiving is one of my favorite holidays. As I get older, I think more and more about Thanksgivings past and all the food, laughter, and company we enjoyed from childhood to adulthood. I find myself nostalgic for the holiday of my youth, when I was a kid in my...
by Jose Feliciano | Nov 11, 2022 | Uncategorized
To you, and especially to all who served, happy Veterans Day! While thinking about the meaning behind the day, we came across an editorial in the Washington Post from a few years back. It was written by a veteran named J. Mark Jackson, who served in the 82nd and...
by Jose Feliciano | Oct 29, 2022 | Investment Planning, Wealth Planning
As Halloween approaches, our thoughts turn to carving jack-o’-lanterns, trick-or-treating, haunted houses, festive costumes, and scary movies. Halloween is the only holiday that has the ability to both delight and fright. Costumed children gleefully celebrate their...
by Jose Feliciano | Oct 11, 2022 | Business Planning, Wealth Planning
Recently, an acquaintance came to me with his most recent 401(k) statement. He was, quite frankly, shocked by what he saw. In his words, he was “Having a freakout about my 401(k).” He asked for help understanding what it was he was looking at…and why, exactly, his...
by Jose Feliciano | Sep 30, 2022 | Investment Planning, Wealth Planning
You’ve probably noticed the volatility wreaking havoc in the markets over the past few weeks. To understand what’s going on, let me tell you a story. Imagine you are inside a fancy restaurant, waiting for your meal to be prepared. While you wait, you can watch the...