Puerto Rico
July 30, 2018 | Category: Banking
Planning for your family’s financial future requires input from more than one advisor. It takes a team of specialists to lay out the strongest strategy, balance your needs and deliver the trust you need to form a lasting relationship. Understanding the different roles in your financial team helps you make...
READ MORESeptember 17, 2015 | Category: Banking
Banco Popular’s Financial and Insurance Services, after 20 years on the market has been able to validate its position within the financial industry through a particular strategy that makes it unique in Puerto Rico...
READ MORESeptember 17, 2015 | Category: Banking
Retirement is expensive. Supplementing social security income has become a reality faced by many retirees and future generations. Therefore, early planning for retirement is essential...
READ MORESeptember 17, 2015 | Category: Banking
A good college education is an essential part of your children’s future. Learn how to save for college with tools available like Education Savings Account...
READ MORENovember 04, 2019 | Category: Investments
When it comes to investing, everyone has a different risk tolerance. Your co-worker or neighbor may not give a second thought to an investment that leaves you with a sinking feeling in the pit of your stomach. But, risk tolerance isn’t a matter of “good or bad.” Whether you thrive...
READ MORENovember 04, 2019 | Category: Investments
In recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing. Additionally, for long-term investors, reacting...
READ MOREJune 18, 2019 | Category: Investments
When things seem unsettled, follow a timeless advice from a trio of investment gurus. Their wisdom is especially appropriate amid current turbulent circumstances....
READ MOREJune 18, 2019 | Category: Investments
With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending December 31, 2018, the S&P 500 Index had an annualized return of 8.49% while the MSCI World ex USA...
READ MOREAugust 15, 2019 | Category: Insurance
Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Planning for your medical expenses will help you keep your financial plan on track—after...
READ MOREJune 18, 2019 | Category: Insurance
You may already know the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage can be complicated. Rather than using an arbitrary formula, such as having enough coverage to equal...
READ MOREJuly 30, 2018 | Category: Insurance
You may already know these things, but your children may not. Take advantage of your knowledge to urge your loved ones to reevaluate their life insurance policies with the help of the following checklist. Also, check to see whether some items might apply to you. Taking the fullest advantage of...
READ MOREJune 27, 2018 | Category: Insurance
Our commercial properties or businesses can be negatively impacted by many events, including natural disasters such as hurricanes or earthquakes. As a result of such an event, both the structure of the property and the equipment you use to run it can be destroyed or severely damaged, and that, in...
READ MORENovember 04, 2019 | Category: Financial Planning
We’re all busy. There is always some new item on our constantly growing to-do lists. Some tasks are fun to take on and others are tedious, boring, long or all the above. But some of the most important to-do’s in our lives often get overlooked because—well, let’s face it–they’re not...
READ MORENovember 04, 2019 | Category: Financial Planning
Desiree Maldonado, CIMA®, CPWA®, CFP®—the first CPWA certificant in Puerto Rico and one of the few Puerto Rican advisors to hold all three certifications We share an interview with Desiree Maldonado, financial consultant at Popular Securities, LLC. This profile was originally published in Investments & Wealth Monitor, a bi-monthly educational...
READ MOREAugust 15, 2019 | Category: Financial Planning
Retirement should be a reward for years of hard work, and you don’t want to have to pinch every penny. You should be able to do the things you couldn’t when you were punching a clock every day. You should be able to look forward to retirement as one of...
READ MOREApril 03, 2019 | Category: Financial Planning
Thinking ahead can spell the difference between a successful retirement with enough money and a stressful one. Here are 7 retirement considerations that every investor should think about: 1. Understand Social Security. The goal with Social Security is to optimize the amount you receive per month when you finally retire...
READ MOREBanco Popular de Puerto Rico, its subsidiaries and affiliates do not offer tax, legal or accounting advice. If you would like to receive legal, tax or accounting advice, you should consult a professional specialized in these areas. Investment products and services are offered by Popular Securities LLC, registered broker dealer and member of FINRA and SIPC. Investment products are not insured by the FDIC, are not deposits or obligations, are not guaranteed by Banco Popular de Puerto Rico and may lose value. Insurance products and services are offered by Popular Risk Services an Insurance broker duly licensed by the Office of the Commissioner of Insurance of Puerto Rico. Popular and Banco Popular de Puerto Rico are not registered brokers. Insurance products are not FDIC insured, or other government agencies, are not deposits or obligations and are not guaranteed by the Bank or its subsidiaries or affiliates. Some insurance products may lose value. Popular Securities and Popular Risk Services are subsidiaries of Popular and affiliates of Banco Popular. Popular One is an integrated services platform through which Popular Securities and Popular Risk Services are offered.
Wealth Management services are generally available to clients who maintain deposits and/or investments of $500,000 or more at Popular. Available to customers who request the service as of January 1, 2019.
