Financial Plan

February 2019 – Market Update

2019-05-15T20:54:33-08:00

What is happening as we are watching the market shift? The feds are capping rate hikes and the results are stabilizing the market - but are they?   Hi David Reyes here with you. I wanted to give you a market update. It’s been a little while. And I call this the “FOMO market, the [...]

February 2019 – Market Update2019-05-15T20:54:33-08:00

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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