by Sean Dailey | Jan 11, 2017 | Retirement Planning
It can be one of life’s biggest challenges to make your passions and your profession align. Often, those nagging material needs push us to compromise on our dreams in the name of financial security. Those of you who are retirement planning in the Newport Beach area...
by Sean Dailey | Jan 5, 2017 | Financial Planning, Investment Planning, Retirement Planning
Most sectors are seeing record highs in the wake of the American election, which may mean a number of your investments may be growing. Those who are nearing retirement in Irvine and Orange County may be asking their retirement planners what this growth means for their...
by Sean Dailey | Dec 23, 2016 | 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 | Dec 14, 2016 | Retirement Planning
Many people work for 40+ years, and take no more than two weeks off at a time. All that hard work deserves a vacation. What type of trip do you dream of? Maybe relaxing, adventurous, culture-filled, or romantic? Take a look at our list of 17 rewarding travel...
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...
