New York Times feature, article link: https://www.nytimes.com/2025/04/13/business/529-investments-stock-market.html
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Investopedia Feature: How to Use a Brokerage Account to Fund a Micro-Retirement (Without Touching Your 401(k))
We were recently featured in the Investopedia article titled: How to Use a Brokerage Account to Fund a Micro-Retirement (Without Touching Your 401(k))
Article Link: https://www.investopedia.com/using-a-brokerage-account-to-fund-a-micro-retirement-11724016
VIDEO: Investing in High Yield Savings Accounts vs. the Stock Market -- What to Consider
In today’s video we tackle the questions:
What are current high-yield savings rates?
How do they compare to investing in the stock market?
What are some considerations with deciding whether to invest in a high-yield savings account or the stock market?
Is now the time to invest in the stock market due to high inflation?
Are high-yield savings account too good to pass up?
Exploring Different Types of Retirement Accounts
A good retirement savings strategy often includes several different types of accounts. By using the tax benefits of one type or another, it can be possible to save more than you could in a single account. This webinar addresses traditional and Roth accounts, IRAs and 401(k)s, and brokerage accounts. Eric Maldonaldo, a Certified Financial Planning practitioner, is presenting. Whether you’re close to retirement or still decades away, this informative webinar can help you optimize your retirement savings.
Two Mistakes To Avoid During A Bear Market
As more and more headlines project economic downturns and stir up fear over a looming recession, it can be easy to worry and make rash decisions regarding your investment portfolio. That’s why in this episode of Aquila Wealth Podcast, Eric Maldonado (CFP®, MBA) shares two mistakes you can and should avoid during bear markets. Let’s dive in!
Webinar Replay: Preserving Your Retirement Next Egg
Retiring on your savings? Don’t let the value of your nest egg be lost to inflation. This webinar, with speaker Eric Maldonado CFP®, MBA, will address building a recession-proof fund, investing in real estate, withdrawals from your fund, and more.
Register For Our Live Webinar "Preserving Your Retirement Nest Egg" on Tuesday, 9/27/22 12:00 PM
Register here for our next live webinar, “Preserving Your Retirement Nest Egg”
https://us06web.zoom.us/webinar/register/9316608713707/WN_L3LecY_oRQ21rPwtwT2jkQ
Date: September 27th, 2022, at 12:00 PM PT.
If you retire with a set amount of money or a fixed income, inflation will wear away the value of that money over time. If you invest it, your nest egg is more likely to last as long as you need it to. This webinar will address building a recession-proof fund, investing in real estate, withdrawing from your funds, and more. Eric Maldonaldo, a Certified Financial Planning™ practitioner, will present. He will help both future and current retirees understand how to stay ahead of inflation and preserve the value of their assets.
Investing Rollercoaster
Markets rallied in relief on some better-than-expected data on Friday.1 It was a bright spot in what has seemed like a relentless parade of bad news.
But the Dow, S&P 500, and Nasdaq still all closed out the week with losses.1
Is this the bottom of the bear market?
Maybe. Or maybe we’re somewhere in the middle with the loop-the-loops.
Are The 70's Back With Stagflation?
Markets gifted us with another burst of volatility and headlines are looking apocalyptic again.
Some folks might think it's time to bail on markets, but I'll tell you why that thinking is a mistake.
First, let's peel back some layers to explore what's driving markets. (Want to discuss any concerns directly? Just Contact Us.)