“He that can have patience can have what he will.” ― Benjamin Franklin With stock markets exhibiting volatility this year, many investors have found it difficult to weather the ups…
Author: Mario Hernandez
Mario Hernandez has been a Certified Financial Planner (CFP) for over 30 years and brings a vast amount of experience in the financial planning and investment management business. Through Longevity Wealth Management, Mario provides holistic planning services that help clients find solutions to live their best life. Mario’s email address is mario@longevitywealthmanagement.com. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Longevity Wealth Management. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Oasic. Certain insurance products are offered by Mario Hernandez as a licensed agent independent of Osaic Wealth, Inc.. Mario Hernandez is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or investment advisor.
How Couples Can Create a Realistic Budget
My wife and I agree on most things, but when it comes to putting together a monthly budget, it can be a challenge. Our financial styles are different, one being…
Time Is on Your Side
In the last year, clients have been concerned about how the pandemic would affect their portfolio and wondered whether to stay in the market or bail. As I discussed this…
Robo-Advisor vs Human Advisor
In recent years, robo-advisors have grown in popularity as a low-cost investment tool. Based on your answers to an online questionnaire looking at your risk tolerance, time horizon etc., robo-advisors…
Patience Is Important During The Ukraine Crisis
As you are undoubtably aware, the Russian invasion of Ukraine has continued to intensify with no end in sight. Russia’s apparent goal has gone from occupying a couple of relatively small…
Budgeting while Adulting
My son recently graduated and is starting his first professional job. After years of being a college student, he feels flush. As he begins to establish his new adult life,…
Diversification is Critical for a Successful Retirement
One of my favorite clients decided to follow his dream and open a sports equipment shop before most people knew about Amazon and the power of the internet. Excited to…
How To Become a Millionaire
For most people being a millionaire sounds like the life of the rich and famous. However, most millionaires are not famous, and they didn’t inherit their wealth. They didn’t win…
Turn New Year Resolutions into New Year Goals
The meaning of resolution is “a firm decision to do or not to do something.” The key words are “firm decision”. If you make a firm decision about something then…
How to win the retirement game
With high inflation and increasing interest rates over the last year, relying on a portfolio consisting mainly of fixed income has made it difficult to maintain one’s spending power. If…
