Monthly Archives: February 2021

Episode 7 – Ten Core Principles to Creating a Successful Investment Experience



Do you understand the drivers to creating a successful investment experience?

In this episode, Jose Feliciano and Jeff Feliciano outline ten key principles of successful investing, some common mistakes people make and why, to lead to a higher probability of success from an investment standpoint.

In this episode you will learn:

  • The concept of embracing market pricing
  • Why you should not try to outguess the market
  • How to resist chasing past performance
  • How to pay attention to market drivers
  • To stay disciplined and understand volatility
  • And more!

Tune in as Jose Feliciano and Jeff Feliciano introduce ways to focus on a successful investment experience!

Resources:  Feliciano Financial Group: (903) 533-8585

 


Episode 6 – Finding Value in 2021



It’s a new year. It’s a new president. Are you prepared for the changes that are coming this year?

In this episode, Jose Feliciano and Jeff Feliciano teach you to prioritize, and become more organized in order to achieve your financial goals. They share some insights on what to expect for this year with the new presidency and how they plan to help.

In this episode you will learn:

  • Common concerns for clients so far in 2021
  • How Jose and Jeff are helping clients through the process of planning in 2021
  • The reaction towards managing money
  • What to expect for taxes in 2021
  • And more!

Tune in as Jose Feliciano and Jeff Feliciano help you to plan for 2021!

Resources: Feliciano Financial Group: (903) 533-8585