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...
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...
by Jose Feliciano | May 17, 2022 | Retirement Planning, Wealth Planning
Many babies born today in the developed world are expected to live nearly 100 years.1 Given the vast changes over the past two decades in medicine, technology and the ways we work, communicate and even entertain ourselves, it’s almost hard to imagine how different...
by Jose Feliciano | May 10, 2022 | Income Planning, Retirement Planning, Uncategorized, Wealth Planning
Retirement planning was historically a little easier. For instance, the average life expectancy in 1950 was 68 years old.1 If you retired at age 62, your retirement plan might need only six years of retirement income. Additionally, with the decline of defined benefit...
