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Locality: Modesto, California

Phone: +1 209-846-9790



Address: 1700 Standiford Ave, 230 95350-6536 Modesto, CA, US

Website: www.raymondjames.com/thadortez

Likes: 140

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Thad Ortez, Financial Advisor at Raymond James 12.11.2020

I have many clients asking me about the upcoming Presidential Election. Check out this great piece by Hartford.

Thad Ortez, Financial Advisor at Raymond James 23.10.2020

I've helped many of my clients retire over the last 20 years. This article is extremely accurate.

Thad Ortez, Financial Advisor at Raymond James 18.10.2020

Today, we remember September 11, 2001.

Thad Ortez, Financial Advisor at Raymond James 29.09.2020

As the U.S. presidential election approaches, what's the most important consideration for investors? Find out:

Thad Ortez, Financial Advisor at Raymond James 17.09.2020

S&P 500 climbs over 7% in August. Check out my website for this report and many more.

Thad Ortez, Financial Advisor at Raymond James 30.08.2020

While there are limits to a president or party's influence over the economy or the #markets, historically, the three months leading up to the presidential election for the equity market has predicted the eventual winner

Thad Ortez, Financial Advisor at Raymond James 28.08.2020

Did you hear about the recent GDP numbers? Check out this podcast to learn what it really means.

Thad Ortez, Financial Advisor at Raymond James 08.08.2020

With all of the noise in the world right now, don't forget to turn it all off and spend some time doing something you love. I always enjoy my early morning walks on the beach while listening to music or my favorite podcast.

Thad Ortez, Financial Advisor at Raymond James 28.07.2020

Slow and steady, like the fabled tortoise, the long-term investor sees growing evidence that integrating #esg principles has the potential to positively impact risk-adjusted performance

Thad Ortez, Financial Advisor at Raymond James 09.07.2020

Maybe it's time to give golf a look

Thad Ortez, Financial Advisor at Raymond James 07.07.2020

Our current economic circumstances are full of teachable moments we can and should share with our children. Here are some personal finance topics to get you started in discussions:

Thad Ortez, Financial Advisor at Raymond James 04.07.2020

This week marks my 20th anniversary of being a Financial Advisor. As I reflect over the last 20 years, I have witnessed the dot-com crash, 09/11, the 2008 great recession and many more events. As I have helped my clients navigate these difficult times, I have come to one major realization: Concentrate on what you can control You cannot control the markets.... You cannot control who wins the Presidential election. You cannot control the Federal Reserve. You cannot control volatility. You cannot control global pandemics. You can control how you react. You can control your asset allocation. You can control how much you add or withdraw from your portfolio. You can control your spending habits. You can control who you hire as your advisor.

Thad Ortez, Financial Advisor at Raymond James 28.06.2020

Why work with a CFP professional

Thad Ortez, Financial Advisor at Raymond James 11.06.2020

According to Turner Sports, the charity match which raised more than $20 million for COVID-19 relief, was the most-watched #golf telecast in the history of cable television