All tagged Fiduciary Financial Advisor
When bear markets hit, it’s hard to avoid making emotionally driven investment mistakes. A bear market is typically described as a 20% or more drop in securities prices. In today’s podcast, we’re addressing two mistakes to avoid: panic selling and staying in cash for too long.
At the very least a good financial planner listens to you. It sounds obvious, but it’s so important for a financial planner to hear you out, hear your story, and hear your perspective on money. Is the financial planner asking you good questions and allowing you the time and space to think and answer? Do they allow you the time and space to ask all of your questions? These are all crucial elements in a good financial planner-client relationship.
In this episode, I discuss the “silent killer” of financial planning: inflation. One of the best antidotes to the negative effects of inflation is investing in great companies. You want your purchasing power to at least keep pace with rising prices.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
In this episode, I talk about three things to consider when switching your 401k to a different provider as a business owner — expenses, employee support, and liability for the business owner.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
872 Higeura St., San Luis Obispo, CA, 93401
https://www.aquilawealth.com/
