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Episode 31: Some Good Financial Habits to Have
It might be stressful trying to figure out where to start with your financial planning. However, taking no action on your financial planning is an action. Creating a plan, no matter your goals, is essential for success. In this episode, Jose Feliciano and Jeff...
Having Market Jitters?
In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical concerns — combined to put the stock...
You Must Not Do That!
You Must Not Do That! As a financial advisor, do you believe that’s the phrase I get paid for the most? That’s because I earn my keep by keeping clients from making some very big mistakes with their money. Now, as we experience a market correction and spate of scary...
