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21 Smart Retirement Questions To Ask Yourself Before You Retire

by Sean Dailey | Jul 14, 2016 | Financial Planning, Investment Planning, Retirement Planning

Are you concerned about not having enough money for retirement? If your retired years are in the near future, then you will want to browse these retirement questions. We have compiled a list of these crucial questions to help you make smart long-term financial...

Brexit and You: What the Climate Means for Your Retirement

by Sean Dailey | Jul 11, 2016 | Retirement Planning

The world’s eyes were in the UK over the past few weeks, and those with vested interests in the world markets—such as those in retirement planning in Irvine, California—wondered just how likely an exit from the E.U. was. In the run-up to the referendum on June 23,...

How Mutual Funds Work

by Sean Dailey | Jul 11, 2016 | Investment Planning

When shopping around for investment products, there is an array of choices to select from, one of which is a mutual fund. The market is full of mutual funds, which are organized and managed in a variety of ways to fit individual portfolio needs. Before selecting a...

Constant Communication and Analysis: The Miramontes Method

by Sean Dailey | Jul 11, 2016 | Retirement Planning

Imagine that, after a life’s worth of hard work, you’ve saved enough to make the huge investment of buying an apartment building. You sign the paperwork, you hand over ALL your retirement savings—your pension and your 401(k), and the building is yours. Now,...

Rated Among Top Wealth Management Firms by Forbes Magazine

by Sean Dailey | Jul 11, 2016 | Retirement Planning

https://youtu.be/k6BrV0bejX8 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...

Multiple Employer Plans: Big Potential for Small Businesses

by Sean Dailey | Jul 5, 2016 | Financial Planning, Retirement Planning

The subject of retirement plans for small business employers and employees is one that can engender fear and frustration. For the most part, small business owners have much more to overcome to offer meaningful plans to their employees; as a result, those working for...

Taking Advantage of Dividend Yields

by Sean Dailey | Jul 1, 2016 | Investment Planning

https://youtu.be/lX8y2rPVS1U 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...

Why A Fiduciary Is Important To You

by Sean Dailey | Jun 27, 2016 | Retirement Planning

[vc_video link='https://www.youtube.com/watch?v=qWTTetgsFMM'] 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...

Miramontes Capital – Miracles For Kids

by Sean Dailey | Jun 27, 2016 | Retirement Planning

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Miramontes Capital is a Registered Investment Adviser....

How To Allocate Your 401(k) As You Approach Retirement

by Sean Dailey | Jun 27, 2016 | Investment Planning, Retirement Planning

https://www.youtube.com/watch?v=gBaMkGAL0gQ 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....

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