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What You Need to Know About Rebalancing Your Portfolio

What You Need to Know About Rebalancing Your Portfolio

by Sean Dailey | Mar 7, 2018 | Financial Planning, Investment Planning, Retirement Planning

Managing your investment portfolio is a lot like practicing holistic medicine. Achieving proper balance means understanding that the whole body is made up of interdependent parts. If one part is not functioning well, all the other parts are impacted because it’s an...
Market Outlook for 2018

Market Outlook for 2018

by Sean Dailey | Feb 14, 2018 | Financial Planning, Investment Planning, Retirement Planning

Wall Street is experiencing the second-longest bull market since March of 2009. For the first time since 1935, the Standard & Poor’s 500 stock index logged a 12-consecutive-month positive return in October. Drawn to the strong returns, investors have feasted on...

Investing In Bonds: What To Know

by Sean Dailey | Nov 16, 2017 | Financial Planning, Investment Planning, Retirement Planning

When it comes to investing, some choose to utilize bonds. Bonds are debt securities issued from companies or entities in order to make money and, in general, present a lower risk compared to traditional stock investments. Here are some key insights about bonds that...

Diversifying Your Retirement Portfolio

by Sean Dailey | Sep 29, 2017 | Financial Planning, Investment Planning, Retirement Planning

The term “diversifying your retirement portfolio” is commonly heard when discussing retirement, but what does it really mean? Here’s why diversifying your retirement portfolio matters and how you can do it. Why does it matter? Creating a diverse portfolio means having...

When Should I Start Collecting Social Security?

by Sean Dailey | Jul 7, 2017 | Financial Planning, Retirement Planning

Social security is an important aspect of your retirement plan but when is the right time to start collecting? It is crucial to think about how your social security will be used. The timing of collection could be different based on how much you will be relying on...

How Much Should I Save to Retire?

by Sean Dailey | Jun 30, 2017 | Financial Planning, Retirement Planning

The question that’s on everyone’s mind: how much should I be saving for retirement? The reality is, there is no one-size-fits all answer. Saving for retirement is a very personal and individual matter. Consider the lifestyle you have, want to have and also how that...
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Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital unless a client service agreement is in place.

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