Financial plans are holistic, they aren’t simply retirement analyses. After all, as we’ve discussed many times on this blog and on our podcast, Today y Mañana, everything from your estate planning to your risk management can be a part of it. There are plenty of reasons to talk to your financial advisor about more than just your financial plan, here we’ve highlighted the 3 most important ones.

We always advise clients that the financial plans we sit down and create with them are documents that guide and help us understand the strengths and weaknesses of your financial situation. Analyzing them and keeping them going throughout retirement is essential. One of the key areas where most people have not adequately prepared for is caregiving.

You may have missed this piece of information on the internet, but it turns out that a house on Mars was sold for five hundred thousand dollars. If you were wondering, after all the news of Facebook changing its name to Meta and spending billions of dollars on the metaverse, how individuals or businesses can make money on the metaverse, this is one great example of how…

If you had to guess which government spent the most on space programs, and you guessed the United States, you’d be absolutely correct. In 2020, the United States spent 47 billion dollars, with China coming in at a distant second, at 8 billion.

Goals. When it comes to the end of the year, we start with all sorts of goal-based ideas for what we want to do. New Years Resolutions abound and usually they are based in some self-improvement desire. We want to improve our health, we want to improve our social life, we want to improve our organization to better our lives. Some important things that we often forget to organize, or tend to put off, are our financial goals. Having a step-by-step process can make it easier to get those financial goals lined up and give us a good sense of what needs to get done to realize those goals.

Not all sectors are made equally. That’s one of the first aspects of investing in the real world that’s different from the investing world. Conceptually, for instance, you can understand investing as different sets of strategies, for instance, high yield, growth, dividend etc. Realistically, a company can be a manufacturing company at any stage, high yield, growth, and given time, can even become a dividend aristocrat.

One man’s junk is another man’s treasure. Thomas Edison’s quote is fascinating to me because one of the most interesting statistics I’ve seen about investing history is that there was a point in the early 2000s when Amazon, the biggest giant in retail today, was down 90%…

Whether you avidly follow the stock market or simply tend to glance weekly at its rise or fall, everyone at this point knows that the market has gone up quite considerably in 2021. In fact, it has gone up so much this year that it has some people spooked. How could the market be rising month after month and yet have people being scared to enter?

“You are invincible if nothing outside the will can disconcert you”

I discovered Zen Buddhist Koans while I was studying the spread of Buddhism in college, and since then, have had a particular fascination with them. An extremely brief Kafkaesque story with depth and symbolic meaning that can be confusing, humorous, tragic, entertaining, and enlightening? Sign me up!