Most portfolios built around the S&P 500 and mega-cap growth have been rewarded, but concentration in one index, one country, and one style is starting to look more like a risk than a strategy. If you are still fully invested in U.S. large-cap growth, you may be...
Are you facing the classic question—Should I take my pension as a monthly payment or as a lump sum? This crucial retirement decision can have a long-lasting impact on your financial security. In this guide, we’ll compare pension vs lump sum options, explore key...
As President Donald Trump embarks on his second term, individuals and businesses are keen to understand how forthcoming policies may influence their financial well-being. Here is what we know so far: From tax reforms to trade policies, the administration’s agenda is...
Rental income can seem like an attractive source of passive income. After all, the idea of owning a property and collecting rent every month is appealing. However, many people who invest in rental properties quickly find out that it’s not as passive or simple as...
High inflation has been on everyone’s mind, and many are wondering what they can do to take action. With guidance, you will be able to explore ways to address high inflation and set your financial expectations appropriately. Get ahead and be better prepared to answer...
Download our concise flyer to discover how Arthur Flores, CFP® can support your financial journey. From retirement planning and tax-efficient strategies to reducing investment fees and building personalized portfolios, we cover all the essentials. We also offer expert advice on insurance reviews, debt management, and organizing your financial accounts. Ready to take control of your financial future? Download the flyer now to learn more!
