What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a commentary that is not market related. So keep checking in. We’re glad to have you reading along.
As seen on FoxBusiness.com
Rey Descalso, AAMS®, AIF®, BPC® |
Wednesday, March 31, 2021
I'll be quick here today and get to the point. You and I have no idea why a stock price is going up or down. It just is happening. Deal with it. Several years from now we may have the clarity to know why a stock price rises or falls....
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Rey Descalso, AAMS®, AIF®, BPC® |
Friday, March 26, 2021
I just got off the phone with a couple in their late 30’s and early 40’s. After discussing several financial planning decisions and updates we talked about the weather in Colorado where they are vs. Florida where I am....
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Rey Descalso, AAMS®, AIF®, BPC® |
Saturday, January 16, 2021
My client has given me permission to share this story. I've changed his name and some details to protect his privacy but the important lessons remain. On a busy Sunday of running errands, John's phone rang while he was driving. It was...
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Rey Descalso, AAMS®, AIF®, BPC® |
Thursday, December 17, 2020
Several weeks ago a couple came in to visit me, we’ll call them Mr. and Mrs. K. Mr. K had retired from the military and was working part time at a national home improvement store. Mrs. K was working full time in the healthcare...
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Rey Descalso, AAMS®, AIF®, BPC® |
Tuesday, October 6, 2020
Over ten years ago, zombie movies and TV shows sprung to life as the genre became a dominant trope in collective consciousness. Ten years later, our sweat-soaked tax dollars were spent on a tongue-in-cheek campaign at the CDC....
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