Broker Check

Blog

Tuesday, September 13, 2022

Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy...

Saturday, May 30, 2020

Over the past few weeks, markets have started to experience a bit of a rally in spite of such dire economic conditions. As parts of the U.S. begin a somewhat cautious and measured approach in order to restart the economy and attempt to...

Wednesday, May 20, 2020

Padilla Wealth Management is excited to introduce their Plan Confidence™ program to offer guidance and advice specific to the list of investment options within an employee’s employer-sponsored plan. As a participant in the...

Monday, March 9, 2020

Today, Monday, March 9, 2020, U.S. plunged more than 7% at the open, triggering a trading halt for 15 minutes in a move designed to limit panic. This morning’s selloff was triggered over the weekend by a free fall in oil prices...

Monday, February 24, 2020

WHAT SHOULD I DO WITH MY INVESTMENT PORTFOLIO NOW THAT CORONAVIRUS SEEMS TO BE EVERYWHERE?Today, Monday, February 24, 2020, markets experienced huge losses as recent news of the Wuhan coronavirus spreading globally now appear to be...

Show All

Thursday, September 5, 2019

It is our firm’s great pleasure to announce that our in-house Senior Portfolio Manager, Nathan Ramos, has successfully completed the CFA program and has earned the right to use the CFA designation. The Chartered Financial Analyst...

Wednesday, August 3, 2016

Over the past three weeks we have seen a slight increase in volatility in the markets and that has caused some clients to wonder what is going on in the markets. We wanted to provide you with an update on the global economic slowdown...