Tobias Financial
OCTOBER 12, 2023
According to Catalina, empowering the Latino community financially requires knowledge, advocacy, and strategic planning. Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently featured in Morningstar, sharing her thoughts on the unique challenges facing Hispanic households and how to help mitigate them.
Trade Brains
AUGUST 6, 2024
Specifically, if the Nifty drops to the 22,000-22,500 range, it could signal a favorable entry point for those looking to make aggressive investments. In conclusion, while the recent market dip presents a potential buying opportunity, investors should approach it with caution and a strategic plan.
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WiserAdvisor
SEPTEMBER 8, 2023
Making major financial decisions When you are close to retirement, deciding where to invest your money requires strategic planning. Major financial decisions, especially those involving significant investments like buying a new home or making large financial commitments, may need careful planning and some caution.
The Big Picture
AUGUST 20, 2024
We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. So working with companies like PepsiCo or others that were looking to either divest business units or to make acquisitions and needed to have some mechanism to think about the valuation of these.
Brown Advisory
NOVEMBER 19, 2020
While financial plans should certainly play an important part in the discussions, it is often helpful to begin by focusing on issues of character, leadership, and stewardship, particularly when various family members bring to the table differing levels of experience and sophistication on all that is needed for a comprehensive planning dialogue.
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