Ever wonder if your financial advisor worries? Well I worry about my clients all the time. Here is a few things I am always concerned about that can destroy even the best laid plans. Read More

Ever wonder if your financial advisor worries? Well I worry about my clients all the time. Here is a few things I am always concerned about that can destroy even the best laid plans. Read More
It’s been a rough start to 2016, however, understand that it’s “Time in the market that builds returns, not Timing”. Let’s look at some things that we can do during market declines. Read More
by Richard E. Reyes, CFP
by Richard E. Reyes, CFP
Stop sending me videos by Porter Stansberry or any videos about the end of the world. Read More
by Richard E. Reyes, CFP
Here we go again. What’s going on and what you have to do now. If you have no idea what you are doing, and worse yet, your financial advisor has no idea what you are doing, CALL ME! If you have no plan, no process, or no idea – CALL ME.
TEST DRIVE OUR SERVICES Read More
by Richard E. Reyes, CFP
THE DAY YOU RETIRE AND START TAKING MONEY OUT OF A PORTFOLIO, ALL THE RULES CHANGE AND AVERAGE RETURNS DON’T MATTER. This statement goes against what most retirees think. The day you retire there is only one thing that matters and that is the order of returns. Read More
by Richard E. Reyes, CFP
We live in a time of confusion. Recent news headlines have created a national conversation on terms like transracial and transgender. I meet with confused people all the time, but the worst are those that have a financial identity crisis. Read More