Understanding your Quarterly Investment Statement is a key part of successfully managing your investment portfolio. Quarter 1 statements will start hitting your mailboxes in early 2023, so now is the time to freshen up your understanding of what exactly to expect from your Quarterly Investment … [Read more...] about Starting Strong with First Quarter Investment Statements
Daniel Martinez
Adopting a New Year’s Resolution for Financial Strategies
Make your 2023 New Year’s resolution a great one! It’s time to line up your long-term financial goals with an effective tax-savings strategy. Now that’s a resolution! As you pull together documentation for filing your tax return, let’s look at a few strategies you can implement that … [Read more...] about Adopting a New Year’s Resolution for Financial Strategies
Start Your New Year With A Jolly Financial Plan
Amid the office holiday parties, the gift shopping and the family gatherings, we also do a lot of looking back at this time of the year. As the holidays approach, it’s also a good time to reflect on your financial goals while starting to plan for the new year. Let’s look at a few financial tips and … [Read more...] about Start Your New Year With A Jolly Financial Plan
