Latest Posts

Is it Time for REITs Again?

by Andrew Carillo on Apr 22, 2019

With many people still stinging from a housing market that, in many parts of the country, is still struggling to recover, any suggestion of adding real estate to an investment portfolio may fall on deaf ears. Unquestionably, the bloom has come off the rose in the real estate market; at least when compared with it’s heydays of the last couple of decades.

Avoiding Retirement Woes

by Andrew Carillo on Apr 19, 2019

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact that many of us don’t begin to save for retirement when we should, it appears that nearly half of all current retirees are concerned about outliving their retirement funds. However, there are some things you can do now to help mitigate the very real risk of outliving your retirement funds. These include the following:

How Confirmation Bias Could be Hurting your Investment Performance

by Andrew Carillo on Apr 15, 2019

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed? Are you able to concede the “good points” the other side make, or do you dismiss the whole argument?

Financial Planning for Your Aging Parents

by Andrew Carillo on Apr 12, 2019

If you come from a typical family, finances were rarely discussed in detail even as you matured into adulthood, which was fine as long as your parents were fully capable of running their own lives.  But, as your parents age, and with today’s life expectancies that could span another 20 to 30 years at age 60, there is a strong likelihood that they might lose their cognitive function o

How to Start Investing

by Andrew Carillo on Apr 5, 2019

If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?

There are a multitude of ways to get started without risking a lot of money in the process. If you have $1,000 and are ready to start investing, here are some ways to do so: