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50-Point Rate Cut Sparks Mixed Market Reactions
Last week, the Major Markets saw gains follow the largest sell-off for the S&P 500 in over a year.
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The Federal Reserve Cuts Interest Rates by Half a Percentage Point
How much does an advisor cost? It’s a common question, but should you instead be asking, “How much value does my advisor provide?”
The Value of an Advisor
How much does an advisor cost? It’s a common question, but should you instead be asking, “How much value does my advisor provide?”
Kathleen Santiago
Partner & Senior Financial Planner, CIMA® Kathleen Santiago is an experienced financial planner at Larson Financial Group in Denver, CO, where she leverages her CIMA® (Certified Investment Management Analyst) designation to deliver sophisticated investment strategies and comprehensive financial planning. With over a decade of experience in financial services, Kathleen has developed a deep passion for … Continued
Markets Rebound as S&P 500 Nears Full Recovery on Strong Earnings
Markets Rebound as S&P 500 Nears Full Recovery on Strong Earnings
Yen Surge and Volatility Shake Markets
Last week’s market saw wild swings despite minor overall changes, driven by a stronger Yen and rising interest rates.
Margaret A. Leto
business administrator & sr. paraplanner As Business Administrator & Sr. Paraplanner, Margaret oversees the intricacies of operations, including marketing, onboarding, event planning, and client engagement. An engaging and passionate customer service expert, she is committed to anticipating her clients’ needs and exceeding their expectations. Before joining WorkOptional in 2017, Margaret was the Marketing & Membership … Continued