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New Investors Listen Up!

Investing can be a great way to build wealth, but as we all know, it’s unpredictable. For this reason, many people shy away from putting money into the market. But you’ve done your research and decided to give it a go. Whether you’re lost and need direction or just...

13 Ways to Keep Your Online Finances Secure

        Nowadays, nearly everything is online. You can communicate with people across the world instantly, buy almost everything with the click of a button, and research just about anything. With our world moving towards all things digital, you...

Your Pre-Retirement Checklist

  Retirement is like fog. You’re told to prepare for it but can’t understand how until you get there. This can be scary. But with the right tools, much like flashlights, a financial planner may help you see through the haze and plan for your best retirement. ...

 Featured Videos

Economic Update November 2019

Economic Update November 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today - ronaldgelok.com/fa-schedule...

Economic Update September 2019

Economic Update September 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets in September. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today...

What’s In Your 403(b)?

What’s In Your 403(b)?

What's In Your 403(b)? Do you work for a non-profit organization, school system, government, or religious sector? Then you probably have a retirement plan established under Section 403(b) of the Internal Revenue Code. This section exempts these employers from some of...

Economic Update July 2019

Economic Update July 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets in Mayl. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today...

Sustainable Investing

Sustainable Investing

Sustainable Investing  You’ve probably heard of sustainable living, but now it's time to consider sustainable investing! Being a sustainable investor is something that may be of interest to you, and there are plenty of reasons why you may want to become one. Check out...