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Garcia Wealth Management Group.Garcia Wealth Management Group.
  • Home
  • Our Firm
    • About Us
    • Our Philosophy
    • The Value of Independence
    • Our Team
    • Community Outreach
  • Services
    • Financial Planning
    • Employer Sponsored Plans
    • Endowments
  • Insights
    • Wealth Management Library
    • Market Commentary
    • Employer Sponsored Retirement Plan Library
  • Security
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    • Contact Us
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1What Is A Trust?

What Is A Trust?

Oct 15, 2020

It may sound like a simple question, and no doubt many of you already have a firm handle on what a Trust is.  However, we find it is something we continuously talk to our clients about.  To read more about …

2How to be Positively Skeptical (Part 4 of 4)

How to be Positively Skeptical (Part 4 of 4)

Sep 22, 2020

Check the Facts Before You Act (Part 4 of 4):

“You can outsource expertise but never your understanding, especially when it comes to your finances.”
— Ben Carlson, “Don’t Fall For It”

As we covered in the most recent installment …

3How to be Positively Skeptical (Part 2 of 4)

How to be Positively Skeptical (Part 2 of 4)

Sep 9, 2020

Understanding Your Emotions: Part 2 (of 4):

“[T]he challenge for all investors is to consume the news without being consumed by it.”
— Jason Zweig

In a previous post, we introduced our multipart series on the importance of separating fact …

4How to be Positively Skeptical (Part 1 of 4)

How to be Positively Skeptical (Part 1 of 4)

Sep 2, 2020

The Benefits of Having a Doubt Part 1 (of 4)

“I’m not an optimist. That makes me sound naïve. I’m a very serious ‘possibilist.’ That’s something I made up. It means someone who neither hopes without reason, nor fears without …

5Eight Best/Worst Wealth Strategies During the Coronavirus

Eight Best/Worst Wealth Strategies During the Coronavirus

Jul 16, 2020

The utility of living consists not in the length of days, but in the use of time.

— Michel de Montaigne

For better or worse, many of us have had more time than usual to engage in new or different …

6How to Invest in a Bear Market According to Behavioral Economists

How to Invest in a Bear Market According to Behavioral Economists

Apr 9, 2020
Right now, with the coronavirus upending many of our norms and the pieces of our life that are generally under our own control, it is tempting to try to seize some comfort and peace by opting out of anything else
…
7The Coronavirus Aid, Relief, and Economic Security, or CARES Act

The Coronavirus Aid, Relief, and Economic Security, or CARES Act

Apr 3, 2020

In General

Direct payments/recovery rebates: Most Americans can expect to receive rebates from Uncle Sam. Depending on your household income, expect up to $1,200 per adult and $500 per dependent child. To calculate your payment, the Federal government will look …

8Rebalancing: What is it and why is it important?

Rebalancing: What is it and why is it important?

Mar 15, 2020

If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if we told you there is a disciplined process for doing just that, and staying on track toward your personal …

9The SECURE Act

The SECURE Act

Jan 9, 2020

You may have missed the news – buried in a much bigger spending bill, and passed in the thick of the holiday season. But after months of nearly bringing it to the finish line, it’s now official: On Friday, December …

10Money Management Lingo

Money Management Lingo

Apr 9, 2019

Jargon is everywhere.  Whether it is mechanics performing a tune-up, or lawyers preparing briefs, language specific to an industry can be found just about anywhere.  Financial advisors are no different, and we think it is important from time to time …

11Asset Allocation

Asset Allocation

Mar 1, 2019

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them?

Asset Allocation: A Classy Subject
Big …

12Why Should You Diversify?

Why Should You Diversify?

Dec 12, 2018

When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally.  We recommend taking a look at this informative article from Dimensional (click the link below) …

13Retire Early or Continue to Work–What’s Best For You?

Retire Early or Continue to Work–What’s Best For You?

Aug 28, 2018

When you will retire has far reaching ramifications for your financial planning. Take a look at this blog post from United Capital for more detail on what may be right for you.  Click the link below to read more.

Retire …

14Common 401(k) Mistakes and How to Avoid Them

Common 401(k) Mistakes and How to Avoid Them

Jun 26, 2018

 

We recommend this great article by United Capital about several common 401(k) mistakes people make and how you can avoid them for more information on 401(k) investing.

Common 401(k) Mistakes and How to Avoid Them…

1510 Retirement Savings and 401k Questions Answered

10 Retirement Savings and 401k Questions Answered

May 9, 2018

This Reader’s Digest article, 10 Retirement Savings and 401k Questions Answered is a great starting point for educating yourself about your 401k plan and saving for retirement.…

164 Steps to Cultivate the Habit of Saving Money

4 Steps to Cultivate the Habit of Saving Money

Apr 5, 2018

Learning to cultivate a savings habit is key to planning for your retirement.  This Psychology Today article provides four practical steps that can help set you up for success.

4 Steps to Cultivating the Habit of Saving Money…

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© 2021 · Garcia Wealth Management Group  ·  A Registered Investment Advisor.

Garcia Wealth Management Group Inc, is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Garcia Wealth Management Group throughout this website has provided links to various other websites. While Garcia Wealth Management Group believes this information to be current and valuable to its clients, Garcia Wealth Management Group provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.

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