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SMART Investing Tips.

Diversity

September 16th, 2016

If you have a diverse portfolio then you will have financial freedom. Well this isn’t exactly as easy as it sounds. Many people believe that they have a very diverse portfolio but the diversity that I am talking about is quite a bit different than the kind of diversity that your stock broker is probably […]

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Alternative Investments

July 14th, 2016

In this weeks blog, David Ortiz discusses the variety of alternative investment solutions and how they can work for you.

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Guaranteed And Non-Guaranteed Arenas

June 21st, 2016

In this weeks addition to the blog, David Ortiz discusses the difference between the Guaranteed and Non-Guaranteed arenas of investments. And how these different types of investments can further different goals.

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Investment Advisor Vs. Broker

June 13th, 2016

In this weeks segment of our weekly blog David Ortiz discusses the difference between an Investment Advisor and a Broker.

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Reviewing Your Living Trust

June 1st, 2016

Here, David Ortiz continues off of last weeks blog about Living Trusts, by discussing exactly what you need to search for when Reviewing Your Living Trust.

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Living Trusts

May 26th, 2016

Here David Ortiz discusses the importance not only of Living Trusts, but keeping your Living Trust up to date to avoid any unexpected suprises.

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Investments

May 17th, 2016

When it comes to investments there are many goals investors seek when they delegate their money. Some are after massive gains, others are after a dependable secondary income. Here David Ortiz talks about the three things people look for in each investment and why you cant have them all.

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Domestic Economy Updates

May 10th, 2016

There have been many developments in the global and domestic economies, however there are only a few that can affect you as an American consumer and taxpayer. David Ortiz explains the job market additions as well as domestic productivity developments, and how they can affect YOU!

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U.S. Market Updates

April 22nd, 2016

The united states market has had some interesting developments in the past week, from consumer prices to oil there have been significant changes that could effect the average consumer in one way or another and it is important to keep yourself informed and updated on these developments that can and will have a strong impact […]

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Expect The Unexpected, Predict The Unpredicted

April 6th, 2016

Atlanta Fed’s GDPNow model forecasts first-quarter GDP growth of 0.6%. The forecasts have gone from 2% then 1.4% and now this model projects next to no growth at all. Considering that this model begins projecting a quarters GDP about one month in. After the stock market last year there was not much excitement when the less […]

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