A Wealth of Wisdom

A Wealth of Wisdom

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When The Timing of Returns Are Out of Your Control
We do not remember days, we remember moments.
What Pain Taught Me About Gratitude
Life is bristling with thorns, and I know no other remedy than to cultivate one’s garden.
 • 
Jeovany Zelaya, CFA, CFP
Is Tariff Inflation Picking Up?
Last week, we got several inflation reports.
 • 
Jeovany Zelaya, CFA, CFP
The Best Accounts to Save For Your Child’s Future
Every parent wants to set their children up for success, whether helping with college, giving them a jumpstart on retirement, or funding their first…
 • 
Jeovany Zelaya, CFA, CFP
The Opportunity of Qualified Opportunity Zones
The art is not in making money, but in keeping it.
 • 
Jeovany Zelaya, CFA, CFP
Exceeding Expectations from Indianapolis to the American Consumer
This past weekend, my family took a trip to Indianapolis.
 • 
Jeovany Zelaya, CFA, CFP
Is the Stock Market Resilient or Complacent?
Quick Announcement: Time is our most important asset in life.
 • 
Jeovany Zelaya, CFA, CFP
How America Saves: Insights from Vanguard’s Retirement Report
One of the top financial goals Americans save for is retirement.
 • 
Jeovany Zelaya, CFA, CFP
Wall Street’s S&P 500 Forecasts
The most predictable thing about the stock market is the number of experts who take credit for predicting it.
 • 
Jeovany Zelaya, CFA, CFP
Wisdom from When: The Scientific Secrets of Perfect Timing
by Daniel Pink
 • 
Jeovany Zelaya, CFA, CFP
How Returns are Made and Lost
When people think about investment returns, they usually picture that tidy percentage on their quarterly statement.
 • 
Jeovany Zelaya, CFA, CFP
New Highs, Old Fears
Momentum, melt-ups, and all-time highs
 • 
Jeovany Zelaya, CFA, CFP
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