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The Market Ups and Downs
March 21, 2018
What is going on with the markets? You may have noticed recently that stock and...
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A Change in Sentiment
March 20, 2018
As CNBC and other news stations reported calamity in the stock markets around the...
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Market Noise
March 12, 2018
It is easy for emotions to get the best of us and lose sight of the big picture when the...
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Tax Changes Are Coming Next Year, but You Can Plan for Them Now
December 20, 2017
With the potential major changes to our tax laws in 2018, there are a few things that you can...
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Ward Aguilar Financial Market Update June, 2017
July 21, 2017
Things were looking up last quarter. Especially for emerging markets as global demand was
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What is a separate managed account and what is the difference from a mutual fund or exchange traded fund (ETF)?
October 15, 2016
Thanks to technology, there has been a lot of innovation in money management for the
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