by Jose Feliciano | May 13, 2023 | Holiday Letters
Happy Mother’s Day! A days ago, we were talking about what sort of flowers to get our wives and mothers. In doing so, we started researching the deeper significance behind many types of flowers. Doing so really made me think about my own mother and my own wife and all...
by Jose Feliciano | May 7, 2023 | Financial Planning
Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the markets. It’s no surprise, then, that many of my clients, friends, and family have asked me...
by Jose Feliciano | May 4, 2023 | Inflation, Volatility
On May 1, the Secretary of the Treasury informed Congress that the U.S. could default on its debt by June 1 if legislators do not raise the nation’s debt ceiling.1 This announcement was not a surprise. The U.S. officially hit the debt ceiling in January but were able...
by Jose Feliciano | Apr 20, 2023 | Financial Planning, Inflation, Investing, Long-Term Care Planning
Have you ever heard the stock market be compared to a roller coaster? There’s a good reason for this. While sometimes the markets will go through long, relatively flat periods, there are also times when they will rise and fall, climb and dip with astonishing speed....
by Jose Feliciano | Apr 9, 2023 | Holiday Letters
Happy Easter! As you know, the Eastertime is a very special one for people of varying faiths, cultures, and traditions. One thing that has always fascinated me, though, is how Easter symbolizes growth and renewal. That’s no surprise – this is also the time of year...
