Julian M. Flores

12/31/2023

Wishing everyone a happy and healthy New Year!

12/29/2023

With the Fed signaling rate cuts in 2024, how should you invest? Let’s discuss portfolio moves to consider.

The U.S. central bank may be moving quickly to cut interest rates as inflation risks remain. How should investors proceed?

11/27/2023

Stocks may rally through year-end, but what comes next? Let’s discuss longer-term portfolio moves for you to consider.

Traders are anticipating a year-end equity rally, but longer-term investors may want to remain cautious. Here’s why.

11/23/2023

May your hearts and homes be filled with gratitude this Thanksgiving!

11/16/2023

As we look to close out the year on a healthy and hopeful note, let’s discuss ways to support the people you care for and the causes you value most.

As you reconnect with loved ones for the holidays, consider these impactful ways to give.

10/27/2023

Thinking about your legacy? October is Estate Planning Awareness Month. Let’s connect and discuss how a trust can help you pass on assets to loved ones.

You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

10/26/2023

The S&P 500 Index declined on earnings-related concerns from Big Tech, while long-term Treasury yields continued to march higher. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

10/02/2023

How could the Fed’s latest decision on interest rates affect your investments? Check out this week’s market commentary and let’s connect.

The Fed has long warned of sticky inflation and a need to keep interest rates aloft. Now markets seem to be listening. Here’s what that could mean for your portfolio.

09/11/2023

Happy Fall! The seasons changing are always a good time to reflect on your goals. Let's connect to see how we can make sure you're on track before the end of the year.

09/05/2023

Will the U.S. stock market’s recent lull in performance continue? Check out the latest market commentary and let’s connect.

Surging interest rates, a deteriorating Chinese economy and mixed U.S. economic results may continue to weigh on stocks.

08/23/2023

Worried the equity rally may fade? Check out the latest market commentary and let’s discuss what investment moves make sense for you.

With solid yields and potential for price appreciation, U.S. government bonds offer a prudent hedge for investors’ portfolios.