All tagged San Luis Obispo Financial Advisor

Join Our Live Webinar! Faith-Based Principles for Managing Your Money

Zoom Registration Link: https://us06web.zoom.us/webinar/register/9216681928992/WN_h4qLHbzQQ-mvKocq2n2CYg

When: December 13 @ 12:00 pm - 1:00 pm PST

On December 13, Eric Maldonado, CFP®, MBA, CKA® will speak at a live webinar titled, “Faith-Based Principles for Managing Your Money.” Some financial advice assumes making money is your biggest priority. But many of us are looking to do good with the things we have rather than placing them as our ultimate goal. This webinar will address principled investing, charitable giving, responsible financial planning, and more. People of faith will appreciate the insights in this event.

Register For Our Live Webinar "Preserving Your Retirement Nest Egg" on Tuesday, 9/27/22 12:00 PM

Register here for our next live webinar, “Preserving Your Retirement Nest Egg”

https://us06web.zoom.us/webinar/register/9316608713707/WN_L3LecY_oRQ21rPwtwT2jkQ

Date: September 27th, 2022, at 12:00 PM PT.

If you retire with a set amount of money or a fixed income, inflation will wear away the value of that money over time. If you invest it, your nest egg is more likely to last as long as you need it to. This webinar will address building a recession-proof fund, investing in real estate, withdrawing from your funds, and more. Eric Maldonaldo, a Certified Financial Planning™ practitioner, will present. He will help both future and current retirees understand how to stay ahead of inflation and preserve the value of their assets.

Discover the newest trends in travel & how they could change your life

What does your dream vacation look like?

Are you picturing the white sandy beaches of a tropical island?

Maybe lush wilderness, ancient ruins, or a glittering city?

If you’re like many folks, you want luxury and a longer stay for your next vacation.1

You may even want to connect, heal, or finally experience that once-in-a-lifetime adventure.2

Those are just some of the most popular trends in travel these days.

Another Wild Ride

Markets bucked and sold off again. (1)

Should we be worried?

Not necessarily. These things happen pretty regularly, especially when headlines are negative.

In fact, you might recall that we kicked off 2022 with a big drop. (2)

So, let’s talk about what’s behind the latest wild market ride.

(Scroll to the end if you want to skip right to the reassurance.)

What led to the selloff?

Eric Maldonado, CFP® Earns Certificate in Blockchain and Digital AssetsSM from Digital Assets Council of Financial Professionals

SAN LUIS OBISPO, CA, 3/31/22 – Eric Maldonado, Owner of Aquila Wealth Advisors, LLC has earned the Certificate in Blockchain and Digital AssetsSM from the Digital Assets Council of Financial Professionals. He joins an exclusive group of financial professionals with the credentials to serve investors who are curious about bitcoin, blockchain, and digital assets.