What is “Holistic” Financial Planning?

by | Aug 15, 2024 | Advice, Budgeting, Estate Planning, Family, Feliciano Financial Group, Financial, Financial Planning, Future, Investment Planning, Legacy Planning, Retirement Planning, Tax Planning, Taxes, Wealth Planning

“ho·lis·tic” adjective Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole. You see the word “holistic” a lot more than you used to nowadays. That’s because more and more...
Recession 2023

Recession 2023

by | Jan 15, 2023 | Investment Planning, Wealth Planning

As you probably know, there is a lot of uncertainty about our economy today.  Many economists have discussed the possibility of a recession in the near future, and given the volatility in the markets, many investors see the possibility, too. The argument for a...
Halloween & The Market

Halloween & The Market

by | 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...
Tricky Recipe

Tricky Recipe

by | 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...
The Recession Question

The Recession Question

by | Aug 29, 2022 | Investment Planning, Wealth Planning

If I wanted to see if it was raining in, say, Zimbabwe, all I’d have to do is load my favorite weather app and I’d know within seconds.  Similarly, if I wanted to find out if the Dallas Cowboys won last night, all I’d have to do is fire up Google. But if I wanted to...
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