Federal Interest Rate Hikes - My Two CentsPublished by:
George Guererro
"With the Federal Reserve widely expected to hike interest rates in March for the first of what could be four hikes this year, financial advisers will finally have some good news for their retired clients."
Nearing Retirement? Here’s how a Trump Presidency could Impact your Investments (Part 1 of 2)Published by:
Kai Stinchcombe
Presidents have the power to move financial markets. So, it’s no surprise that the latest election has many Americans wondering whether their own stock portfolio needs adjusting. This is particularly true for those who will soon be (or already are) relying on their investments to support them in retirement. In this three-part article, we’ll cover how the Trump presidency could impact the stock market and what retirees can do to prepare.
Trump Orders Review of Fiduciary Rule - My Two CentsPublished by:
George Guererro
A provision to delay implementation of the original rule until October of this year was included in a preliminary version of the Executive Order, but was ultimately removed for unclear reasons. Commentary from White House officials, and the President himself, however, suggests that diminishing or removing the regulation is the ultimate objective.
Nearing Retirement? Here’s how a Trump Presidency could Impact your Investments (Part 2 of 2)Published by:
Kai Stinchcombe
So far, we've said that a well-designed portfolio shouldn't need more than minor adjustments based on the latest election. But what exactly does that mean? In particular, how would you know if your portfolio is not well-designed for this type of event – and therefore does need to be adjusted?
Why one Financial Executive left Wall Street for Silicon ValleyPublished by:
Arden Elizabeth
George Guerrero has spent his entire career – more than 20 years – working in financial services at some of the top firms in the industry. Moving his way up the corporate ladder of Wall Street, George earned a reputation as a smart, strategic thinker, always focused on the client’s best interests. But success in the investment arena wasn’t always George’s sole focus.
