Whether you are using market indexes as benchmarks to track the potential performance and risk … [Read more...]
All About Indexes
February 12, 2013 by El Camino Group at Morgan Stanley, Angel Chavez, CIMA ® Financial Advisor
Filed Under: Business, Featured Finance, Finance Tagged With: Angel Chavez, dividend -paying stocks, Indexes, Morgan Stanley Smith Barney LLC, Silicon Valley Latino, stocks, SVL, SVLatino.com
It’s 2013. Do You Know Where All Your Retirement Savings Are?
January 21, 2013 by El Camino Group at Morgan Stanley, Angel Chavez, CIMA ® Financial Advisor
The case for consolidating your retirement accounts only grows more compelling over time. A … [Read more...]
Filed Under: Business, Featured Finance, Finance Tagged With: 401k, Angel Chavez, Morgan Stanley Smith Barney LLC, retirement accounts, Silicon Valley Latino, SVLatino.com
Finding Yield in a Low-Rate Environment With Dividend-Paying Stocks
January 2, 2013 by El Camino Group at Morgan Stanley, Angel Chavez, CIMA ® Financial Advisor
Where do you go to find yield in today’s low-rate environment? Think dividends. A growing … [Read more...]
Filed Under: Business, Featured Finance, Finance Tagged With: Angel Chavez, dividend -paying stocks, Dividends, Finance, Morgan Stanley Smith Barney LLC, Silicon Valley Latino, stocks
Shining a Spotlight on Your Finances May Brighten Your Future
December 11, 2012 by El Camino Group at Morgan Stanley, Angel Chavez, CIMA ® Financial Advisor
Year-End Review -- Shining a Spotlight on Your Finances May Brighten Your Future by Angel … [Read more...]
Filed Under: Business, Featured Finance, Finance Tagged With: Angel Chavez, College Funding, Finance, Morgan Stanley Smith Barney LLC, Retirement Assets, Silicon Valley Latino, Taxes
Getting Children Involved in Saving for College
June 13, 2012 by Angel-Chavez
Most articles about college planning focus on advice for parents or other adults who expect to … [Read more...]
Filed Under: Featured Finance, Finance Tagged With: 11th - 12th Grades, 6th - 8th Grades, 9th - 10th Grades, A Family Affair, A Higher Gear in High School, Angel Chavez, Budgeting Basics, CIMA, college, FAFSA, federal student aid programs, fees, four-year, Getting Children Involved in Saving for College, higher education, In-State, Out of State, Pell Grants, PLUS Loans, save for college, Scholarship, Stafford Loans, Trends in College Pricing Annual Survey, tuition, two-year, U.S. Department of Education, www.fafsa.ed.gov, www.fastweb.com, www.finaid.org
Children and Wealth: Important Early Life Lessons
May 15, 2012 by Angel-Chavez
Wealth can be a mixed blessing that creates great opportunity as well as weighty … [Read more...]
Filed Under: Business, Finance Tagged With: Angel Chavez, balance a checkbook, Bill Gates, Children and Wealth, Children and Wealth: Important Early Life Lessons, CIMA, create a budget, Ensure Your Legacy through Incentive Planning, family values, Important Early Life Lessons, inheritance, legacy, McGraw Hill, money management, Morgan Stanley Smith Barney LLC, philanthropic ideals, respect the role of credit and debt, Set a Charitable Example, Warren Buffett, wealth, wealth management
Exit Strategies for Small-Business Clients
March 10, 2012 by Angel-Chavez
For successful entrepreneurs, the road into the business is often more clearly laid out than … [Read more...]
Filed Under: Business, Entrepreneur, Featured Finance, Finance Tagged With: Angel Chavez, Buy-sell agreement, Buyout or recapitalization, Cash sale to a third party, Employee Stock Ownership Plan, entrepreneurs, ESOP, family dynamics, Finance, financial security, internecine conflicts, Laying the Groundwork, long-range goal, Managing the Proceeds, Points to Remember, Potential Deal Forms to Consider, values clarification