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SMART Investing Tips.

The 529 Prepaid Tuition Plan for College Savings

December 3rd, 2019

Most parents consider college an important investment in their child’s future. However, covering its costs can be difficult. According to Sallie Mae, Americans spent an average of $26,226 for the 2018-2019 academic year. Nearly a quarter of them (24 percent) had to borrow money to do so. Given this fact, it’s easy to see why […]

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Market Volatility Is Surging; Are You Prepared?

January 16th, 2019

The economic boom that has continued since the end of the Great Recession has seen stock markets rebound and investors raking in record profits. But in 2018, the markets experienced a bit of a hiccup, with U.S. markets seeing two corrections (defined as a decline of 10% or more) and a dramatic increase in volatility.  […]

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Alternative investments and if they are right for you

June 9th, 2018

With every new stage in life, we usually end up introducing ourselves with questions; “Am I ready? What will it be like?” and most importantly “How am I going to handle this?”. With retirement in particular the most popular question is if you are actually ready to retire. If you have a reasonable nest egg […]

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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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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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