Monthly Archives: July 2021

17. Riding Market Highs



Before making an investment decision, ask yourself, “Should I invest in the market now?” But at the end of the day, investors are being reminded of the importance of focusing on their long-term goals instead of following short-term events.

In this episode, Jose Feliciano and Jeff Feliciano share how investors can use a disciplined approach, focus on long term goals, and make proactive investing decisions in order to ride the market highs all the way to the bank.

Jose and Jeff discuss: 

  • Why investors should embrace volatility
  • How the markets have weathered numerous crises in history
  • Why timing the market does not work but time in the market does
  • Three ways to approach a market high
  • And more

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16. The Important Conversations You Need to Have with Your Parents — Part Three



It’s important to take the time to have important open conversations with your parents about their finances.

In part three of this mini-series, Jose Feliciano and Jeff Feliciano dive deep into how these conversations will bring your family closer together, create structure in your planning and protect your family.

Jose and Jeff discuss: 

  • Why you need to develop a plan for long-term care—even though no one wants to think it will happen to them
  • How to protect your family legacy for generations with proper planning
  • Why you should capture your family stories and history within your overall plan
  • And more

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