Galiano Wealth Management Group

10/26/2024

The French Food Festival is something we hold dear to our hearts at Galiano Wealth Management Group!

At the opening ceremony tonight, one of our advisors, Alexandria, sang the National Anthem to kick off the weekend of festivities.

09/05/2024

Are you ready for the upcoming football season?!🏈🍂🙌🏼🏈🍂🙌🏼

Football Pocket Guides are available at Galiano Wealth Management Group!

They feature all high school schedules in the Houma-Thibodaux region including Nicholls State & Morgan City.

07/19/2024

On Thursday, we attended an event to grow in our knowledge of Social Security and learn what products Allianz can provide to help optimize client portfolios.⚖️💼

It was such a great opportunity to earn CE credits for our life insurance licenses, as well.

Thank you, Waldean Wall for your knowledge and Charlie Hart for sponsoring! 🤝🏼🙌🏼

07/16/2024

Something we look forward to the most out of LPL Research team's content is the Midyear Outlook! 📰

The first link will give you the full document. The second link will share key takeaways and a summary.

https://lnkd.in/e2X7MawG
https://bit.ly/3Lltzcw

05/29/2024

Today, we observe ! 📚
Andy does a great job going through the pros and cons of each account. If you need any guidance for opening one of these accounts for your littles or know someone who may be interested, contact us!
https://youtu.be/Z6eW6z7-wuk?si=fgBKqWgFc2gj-eJi

Trying to decide between a UTMA vs 529? This can be a difficult decision and it all comes down to your family goals. In this video, we break down the differ...

05/23/2024

Our office and the market will be closed on Monday!

Enjoy the long weekend and remember to honor those who lost their lives defending our country.

05/16/2024

Based on the newest report, we see some good and not so good news. However, LPL research ends their commentary with this, "We should expect inflation to materially improve in the back half of this year."

Let's be optimistic for the year to come. If you think your investments may not be set for the effects of inflation, let us help you navigate this economic environment!

Are we still heading for a soft landing? There are positive signs, but not all of the news is optimistic.

examines inflation, consumer spending, and potential investment implications → https://bit.ly/3wFDu95

04/18/2024

Today we celebrate !
Meet our advisors here at Galiano Wealth Management Group: Raleigh, Case, and Alexandria.
With the combined experience of our three advisors, we pride ourselves in offering the best financial services for each generation!

04/12/2024

Would you consider yourself financially literate or illiterate?

There average amount lost due to being financially illiterate a year is around $1800 according to a survey in late 2022.📉

The good news is that there's always room for growth with any skill or subject, especially regarding finances, and this can save you many hard-earned dollars!🙌

We would be happy to answer any questions you may have and help you grow to become more financially literate. 📈

04/09/2024

To claim or not to claim? 🤔

There are many factors that should be considered when deciding when to claim Social Security. These are only a few!

For those born after 1960, the retirement age is 67. The earliest age to collect is 62 and the latest age to collect maximum benefits is 70.

The span of time shows that claiming Social Security does not occur at a "one-size-fits-all" age and it’s supported by these various factors.

If you are unsure about what time is right for you, we would love to help you navigate this!

03/31/2024

Happy Easter from all of us at Galiano Wealth Management Group! 🙌

03/28/2024

Happy !!
Credit scores are determined by a few factors such as payment history, the amounts owed, and length of credit.
Here are some do's & dont's for improving your credit.⬇️