Thad Ortez, Financial Advisor at Raymond James
Category
General Information
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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Facebook Blog
I have many clients asking me about the upcoming Presidential Election. Check out this great piece by Hartford.
I've helped many of my clients retire over the last 20 years. This article is extremely accurate.
Today, we remember September 11, 2001.
As the U.S. presidential election approaches, what's the most important consideration for investors? Find out:
S&P 500 climbs over 7% in August. Check out my website for this report and many more.
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
Did you hear about the recent GDP numbers? Check out this podcast to learn what it really means.
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.
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
Maybe it's time to give golf a look
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:
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.
Why work with a CFP professional
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
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