by Jose Feliciano | Jun 19, 2022 | Uncategorized
Happy Father’s Day! As you know, this special day isn’t just a chance to buy Dad some new cologne or a power drill. It’s an opportunity to reflect on what fathers mean to us. The things they’ve taught, the values they’ve instilled, the examples they’ve set. It’s a...
by Jose Feliciano | Jun 16, 2022 | Investment Planning
On Monday, June 13, investors began the week by digesting a new spate of bad – albeit familiar – news: Inflation continues to surge. In response, the markets sank swiftly and sharply, pushing the S&P 500 officially into bear market territory.1 (A bear market, as...
by Jose Feliciano | Jun 10, 2022 | Podcast
Live Life on Purpose Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34) Summary: We all know that April is a hard-hitting month due to taxes. No matter if you missed something while filing and paying your taxes or filed and paid your taxes correctly. This...
by Jose Feliciano | May 31, 2022 | Retirement Planning, Wealth Planning
In a recent survey by the American Psychological Association, more than 80% of American adults said they were feeling increased financial stress due to: Higher inflation (87%) Ongoing supply chain issues caused by the pandemic (81%) Global uncertainty due to the war...
by Jose Feliciano | May 24, 2022 | Investment Planning, Wealth Planning
Global turmoil and rising inflation have presented today’s investors with some pretty daunting risks. But remember, this is the situation for which you built a long-term asset allocation strategy. If you haven’t developed such a strategy yet, we are happy to help you...