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...
by Jose Feliciano | Sep 14, 2022 | Investment Planning, Wealth Planning
Three Things to Know About Bear Markets After two years, the bear is back. That means it’s time to review three things every investor should know about how to take advantage – that’s right, advantage – of this bear market. As you probably know, a bear market is a 20%...