financial advisor San Diego

May 2019 – Market Update

2019-05-15T20:32:47-08:00

Watch David's latest market update!   Hi, this is David Reyes from Reyes Financial Architecture. I felt it was a good time to do a market update. I haven’t done one in a while, the reason being the market has gone pretty much straight up since January. We are up about 14%, we were in [...]

May 2019 – Market Update2019-05-15T20:32:47-08:00

The Little Red Book of Retirement Chapter 1

2019-05-10T19:33:11-08:00

https://youtu.be/qoudcEQlm1E The Little Red Book of Retirement Chapter 1 The financial services industry uses HNW as a classification to designate an individual or family of high net worth. Every region and financial institution classifies high net worth differently, but generally, they are grouped based upon a given dollar amount of their liquid assets. HNW can [...]

The Little Red Book of Retirement Chapter 12019-05-10T19:33:11-08:00

Just Released: The Little Red Book an excerpt from the Foreword

2019-05-10T19:30:20-08:00

The Little Red Book of Retirement - The Foreword In 1995,  my first  year as  an  advisor,  my  grandfather  passed  away  after fighting dementia for over five years. The experience was not only emotionally devastating but financially devastating as well. The cost of his care completely bankrupted  his estate, teaching me a valuable lesson. Proper [...]

Just Released: The Little Red Book an excerpt from the Foreword2019-05-10T19:30:20-08:00
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