top of page

Search


Tip #2: Ask your prospective Financial Advisor a few KEY questions:
3 Key Questions for your Financial Advisor: How are you compensated? Are you always a Fiduciary? Can you explain a financial concept to me?

Mauro Leos
Apr 7, 20211 min read


Tip #1: Build a Portfolio
Investing is about more than just buying stocks or “playing” the market. It’s about building a portfolio of investments.

Mauro Leos
Mar 8, 20211 min read


Next Pronto TIPS
Tip #7: Prepare for Emergencies “Care shouldn’t start in the emergency room." – James Douglas An April 2020 Pew Research survey found...

Mauro Leos
Dec 30, 20201 min read
bottom of page