Articles

May 28, 2025 Category: Finnancial Planning

Estate planning is essential for anyone who wants their assets and possessions to be passed along smoothly to their chosen heirs. Beyond money, it’s about ensuring your wishes are clear and your loved ones are spared the added...

April 3, 2025 Category: Finnancial Planning

It is advisable to hire an experienced professional to conduct a formal valuation of your business. They can offer valuable insights for your decision-making and business operations. Value is not just a financial figure representing tangible assets; it also includes intangible factors that can influence its worth, such as brand recognition and market position...

February 24, 2024 | Category: Investment

​In This global outlook summary highlights the top-level findings of Vanguard’s full economic and market outlook, Beyond the Landing, distributed in mid-December...

November 18, 2024 | Category: Financial Planning

​Many affluent individuals view the family foundation as a means for meeting specific philanthropic goals. For some, it creates visible evidence of a donor’s charitable intent. In addition, a family foundation may serve unique purposes within the confines of familial walls: it can assist a donor in maintaining the integrity of their charitable intent for many years into the future, inspire the character, sense of community, and love of knowledge in future generations...

September 25, 2024 | Category: Financial Planning

​At Popular One, clients can receive private banking, financial planning, investment, and insurance services under a single structure...

September 16, 2024​ | Category: Investments

Sharp or sustained market drops like we’ve experienced in recent years can be hard to stomach. But investing in the stock market has been a prudent long-term strategy for many. Here are some tips for navigating downturns....

Septiembre 11, 2024 | Category: Insurance

Heading into your retirement years brings a slew of new topics to grapple with, one of them being Medicare. Planning for your medical expenses will help you keep your financial plan on track; after all, it is estimated that 90% of your lifetime’s medical expenses will be incurred, during retirement...

June 20, 2024 | Category: Insurance

Puerto Rico, we are in the midst of hurricane season, which extends until November 30. Producers at Popular Risk Services offer valuable information about the requirements for adequate insurance coverage and how to make an insurance claim if needed...

March 20, 2024​ | Category: Investments

Americans evaluate candidates for U.S. president, Congress and other public offices every four years. And given the rhetoric of today’s polarized political environment, you might worry about your portfolio or be reluctant to stick to your long-term investment strategy...

March 7, 2024 | Category: Insurance

A doctor’s or specialist’s academic and professional preparation is extensive, so much so that it can last nine to twelve years. Once they enter the workforce, doctors must prioritize financial planning to design short and long-term strategies, both at a personal and business level...

​​​​​​May 13, 2016 | Category: Financial Planning

The key part of estate planning is to discuss when and how to distribute your assets to your heirs. This process requires a series of considerations and trade-offs to avoid intense emotions within a family that could potentially tear them apart...

May 18, 2023​ | Category: Financial Planning

Factors to consider before purchasing an annuity to add to your retirement income and expand your portfolio to meet your financial goals...

March 3, 2023​ | Category: Financial Planning

For many, keeping their financial accounts up to date can be challenging. However, what some don't know is that digital platforms like eMoney, from eMoney Advisor, LLC...

December 14, 2022​ | Category: Investments

Technology enables immediate access to everything wherever and whenever we want it. In many cases, such as staying in touch with friends and family, or learning about world events, that’s a good thing. However, when it comes to investing and money management, my fear is that faster and easier ways of investing will allow people to lose more money faster and easier...

August 24, 2022 | Category: Insurance

With events such as earthquakes in 2020 and Hurricanes Irma and Maria in 2017, the last five years have changed our lives and shown us that preparation and planning are vital to protect a business...

June 7, 2022​ | Category: Financial Planning

​You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? Let’s explore...

February 27, 2022​ | Category: Investments

​The gradual removal of policy support and stimulus implemented to combat the economic downturn triggered by the COVID-19 pandemic poses a new challenge for policymakers...

November 5, 2021 | Category: Investments

Over the past 60 years, we’ve learned a lot about investing and have seen many breakthroughs in the world of finance. What we know comes from studying public markets and is grounded in serious academic research...

September 9, 2021 | Category: Financial Planning

When it comes to saving for retirement, maybe you've done everything right. You started early, maxed out the 401(k) plan, invested in a diversified portfolio, and avoided costly mistakes, such as cashing out your retirement plan...

July 23, 2021 | Category: Financial Planning

Bill and Melinda Gates are ending their marriage after 27 years. While the majority of divorcing couples are not handling a $140 billion estate, there are common lessons learned to avoid discovering hidden drawbacks in your settlement down the road...

April 12, 2021 | Category: Investments

The past decade that ended on December 31, 2019 saw the U.S. take center stage when it came to equity outperformance over its international counterparts...

February 9, 2021 | Category: Investments

Wall Street bets against companies all the time, thinking that they are overvalued, destined to fail, or both...

April 23, 2020 | Category: Financial Planning

The world paralyzed on January 26, 2020. Early in the morning, one of the most successful basketball players of all time, Los Angeles Lakers legend Kobe Bryant...

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...

November 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...

Tuning Out the Noise

April 03, 2019 | Category: Investments

When faced with short-term noise, it is easy to lose sight of the potential long-term benefits of staying invested...

August 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...

April 17, 2018 | Category: Insurance

We must be prepared to face natural disasters like hurricanes Irma and Maria. Every business is at risk, and to ensure the continuity of your business when disaster strikes, it is essential that you mitigate that risk...

December 08, 2016 | Category: Insurance

As important and unavoidable as getting your medical exams and annual checkups. You’ve purchased a life insurance policy and taken an important step towards your financial security...

April 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...

​May 16, 2018 | Category: Financial Planning

​​​We often hear the terms financial planner and financial planning, but we are not always aware of the benefits they could add at important or decisive moments in our lives...

September 17, 2015​ | Category: Financial Planning

​Teens that have been exposed since early age to financial related topics or experienced money management will be better prepared for their financial future...