Shouldn’t planning for your retirement take more time per year than planning your vacation.
JACK A. BIEDEBACH,CFP®
LPL Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Tel: (714) 912-1859
Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial products and services.
In addition to the thorough training of the CFP designation, Jack Biedebach is also a chartered retirement plan specialist, which is the highest level of training.
Financial planning is a prioritized budget based on identifying financial goals and deciding how you will achieve them. Analysis and decision making are integral parts.
Market Week : March 20, 2023
Stocks closed mostly higher during a volatile week.
Wading Through Financal Stability Risks an Action Plan | Weekly Market Commentary | March 20, 2023
The Federal Reserve (Fed) has a history of raising short-term interest rates until something “breaks.” Considering the Fed has raised rates from a near-zero level to 4.75% (upper bound) over the course of only one year, it was almost a near certainty this time would be no different. Recent bank failures suggest things are indeed starting to break.
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