by miramontes | Mar 7, 2018 | retirement planning
The good news is that, chances are, your investments grew in 2017. And while there are no clear signs that the economy is slowing down, the reality is that it doesn’t mean your portfolio will perform as well this year. As we continue into 2018, a new tax bill and a... 
by miramontes | 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... 
by miramontes | 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... 
by Brett F. | Nov 22, 2017 | retirement planning
Your retirement is a long-awaited moment, but like any major life change there are some things to be aware of. The routine you have been accustomed to is changing drastically, which can cause some to be concerned about what to expect. That’s why we’ve gathered some... by Brett F. | 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... 
by Brett F. | Oct 18, 2017 | retirement planning
Fall is just beginning but that also means the year’s end is quickly coming. Knowing that your retirement is approaching can be very exciting, but are you properly prepared? Here are steps to take if you are retiring at the end of the year. Do you know how much you... 