All Posts By:

Bryan Ward, CFP®, CIMA®

A Change in Sentiment

Economy Featured Risk Management

As CNBC and other news stations reported calamity in the stock markets around the world last week, I felt this would be a good opportunity to discuss how we currently view the markets and the economy. And though stocks rebounded some today, .
  March 20, 2018 0

Ward Aguilar Financial Market Update June, 2017

Economy Stock Markets

Tell me about the Global Economy. Things were looking up last quarter. Especially for emerging markets as global demand was picking up. However, there are some uncertainties on the horizon that could become a bigger concern for the global .
  June 21, 2017 0

What is a separate managed account and what is the difference from a mutual fund or exchange traded fund (ETF)?

Stories Uncategorized

Thanks to technology, there has been a lot of innovation in money management for the individual retail investor. In the past, only institutions or ultra-high net worth individuals had access to the nation’s top money managers and their research. .
  October 15, 2016 0
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