Anthony Garcia CPFA, CRPC, Financial Advisor

06/05/2026

yahoo.com

06/02/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

amazonaws.com

05/26/2026

The S&P 500's winning streak extended to eight weeks. Meanwhile, oil prices have fallen to a one-month low as markets weigh progress toward a potential US-Iran deal. CIO Larry Adam shares insight in today's Up & Adam.

amazonaws.com

05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

05/21/2026

From shifting energy prices to global economic resilience, several factors are influencing markets this week. CIO Larry Adam shares insight in today's Up & Adam.

amazonaws.com

05/19/2026

What's the deadline for signing up for Medicare? When can you take your savings without a penalty? When is a good time to apply for Social Security? As you gear up for retirement, don't miss these major events.

There are a few important dates to remember as you approach retirement. You won't find these dates on any calendar. But it's worth keeping up with them as your retirement gets closer.

05/14/2026

Comfort with artificial intelligence (AI) continues to grow. On average, participants trust it with managing 28% of their portfolios but skepticism remains. Explore the complete findings and discover what's shaping trust in AI for retirement planning.

invesco.com

05/11/2026

Strong equity momentum continues, with the S&P 500 extending its rally to six straight weeks. Meanwhile, declining consumer sentiment highlights that inflation remains a key concern for US households. CIO Larry Adam shares insight in today's Up & Adam.

amazonaws.com

05/10/2026

Today we celebrate the love, care and dedication that moms bring to our lives. Happy Mother's Day!

04/30/2026

If you are facing a professional transition, here is a high-level blueprint to manage the shift:

1️⃣ Immediate Action: Give yourself a week to process the news emotionally. Once you're ready, dive into your severance review and file for unemployment immediately to bridge the gap.

2️⃣ Protect Your Health: You typically have **30 days** to join a spouse's plan or look into ACA options, which can be more affordable than COBRA. Be sure to spend down any FSA funds before they expire.

3️⃣ Financial Triage: Audit your budget to cut non-essential spending.

4️⃣ Asset Management: Don't let your retirement funds or equity sit in limbo. Decide whether to roll over your 401(k)

5️⃣ Strategic Pivot: Define your "compass statement" to clarify your next move, update your LinkedIn to "Open to Work," and use **time blocking** to stay productive without burning out.

One step at a time. You've got this. 💪