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Financial Advisor

Blog
August 10, 20200Comments

Creating your Personal Retirement Plan

For many of us, the conversion from saving for retirement during our careers, to creating and managing income during retirement can be intimidating. The challenge of trying figure out how
by ANGELICA ROXAS
Strategic Asset Preservation, Inc.
Blog
June 24, 20200Comments

Why Has The Robo-Advisor Industry Been Unable To Capture Market Share?

In 2008, a new financial advisory service was launched in response to the global financial crisis. Many investors were unhappy with their performance results following the greatest financial dislocation since
by ANGELICA ROXAS
Financial Advisor
Blog
April 19, 202031Comments

What Are The Characteristics Of A Good Financial Advisor?

According to data provided by Cerulli Associates, there are approximately 300,000 registered financial advisors across the United States. During the past decade, there has been a growing belief within the
by ANGELICA ROXAS

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