by Caleb Hernandez | Dec 7, 2022 | Financial Advisor
If you have been looking into the various types of investment opportunities available, you may have come across some that only a select group of investors – referred to as accredited investors – are able to access. This privileged group of investors are allowed to...
by Caleb Hernandez | May 13, 2022 | Financial Advisor
Employees have a lot of retirement options to choose from today. They can go for a pension, 401k, IRA, and many others. But the most popular choice among them is the company retirement plan. It's important for companies to offer company retirement plans to employees...
by Caleb Hernandez | Dec 8, 2021 | Financial Advisor
If you're like most individuals, purchasing stocks and bonds is the typical action you'll take to plan for retirement. Unfortunately, only purchasing and holding these types of traditional investments can leave you in a riskier position than you might like....
by admin | Jul 27, 2021 | Financial Advisor
The older you are when you start planning for retirement, the more important it is to maximize what you are contributing to your plan. Matthew Dixon, a Registered Financial Consultant, recognizes that not all individuals and couples start retirement planning in their...
by Caleb Hernandez | Jun 21, 2021 | Financial Advisor
Many people in Seneca, SC, consider retirement planning as a simple process of saving up a specific amount of money for their senior years. While this is the basics of retirement planning, there is much more to consider than this. Registered Financial Consultant...