by Jose Feliciano | 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...
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 | 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%...
by Jose Feliciano | 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...
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...
