by Sean Dailey | Nov 11, 2016 | Financial Planning, Investment Planning, Retirement Planning
Diversifying your retirement portfolio is an important step before your “New Beginning,” and sectors play a major part in that diversification. It is also a wise idea to look at what may happen should you diversify too much. Take a look at how diversification and the...
by Sean Dailey | Nov 11, 2016 | Financial Planning, Investment Planning, Retirement Planning
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 video is solely for informational...
by Sean Dailey | Nov 4, 2016 | Financial Planning
Your expenses do not just represent your spending, they represent who you are. Are you the type of person who only eats out once or twice a week, or are you the type of person who takes joy in paying for your entire extended family when you dine out? Do you purchase...
by Sean Dailey | Oct 24, 2016 | Financial Planning, Retirement Planning
How far do you agree with the following statement? Your retirement will be successful only to the extent that you can remove emotion from your financial planning. This is an open-ended discussion starter that can be approached from a variety of directions: I could see...
by Sean Dailey | Oct 19, 2016 | Financial Planning, Retirement Planning
When you look at your principal during retirement (the amount of funds currently in your retirement account), what are your hopes for that sum of money? If you are like most of our Miramontes Capital clients, your first response will be that your money safely gets you...
by Sean Dailey | Oct 17, 2016 | Financial Planning, Retirement Planning
We all know that utilizing an employer-sponsored retirement plan such as a 401(k) dramatically increases your chances for a successful retirement. Having that plan over the long-term, especially with an employer match on your contributions has become one of the most...