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VIDEO: Why I Became a Financial Advisor – Paul Roldan

VIDEO: Why I Became a Financial Advisor – Paul Roldan

by Proldan | Nov 7, 2024 | Financial Planning

When finances are a source of stress, financial freedom can feel out of reach. Paul’s journey to becoming a financial advisor began with his own struggles and desire for a better future. Growing up with limited resources, he didn’t have access to tools that build...
October 2024 Market Update: Market Returns, Sector Trends & Interest Rates

October 2024 Market Update: Market Returns, Sector Trends & Interest Rates

by Proldan | Oct 30, 2024 | From the Trade Desk, Market Updates

Read through the blog here, or skip to Jason’s October 2024 Market Update Video below   2024 is shaping up to be a strong year for markets as we enter the final stretch into the holiday season. The S&P 500, made up of large U.S. stocks, has grown 21%...
January Is Financial Wellness Month

January Is Financial Wellness Month

by Proldan | Jan 12, 2024 | Featured Posts, Financial Planning, Formation, Foundation, Freedom, Retirement Investing, Tax Planning

The New Year is a time for making resolutions to ensure the coming year is a better one than the last. Because January is also Financial Wellness Month, we’d like to help you with the intersection of those two: creating financial wellness resolutions. Improving your...
2nd Quarter 2016 Market Commentary

2nd Quarter 2016 Market Commentary

by Proldan | Apr 22, 2016 | Company Events, Formation, Foundation, Freedom, Market Commentary

2nd Quarter Market Commentary 2016   The Long and Short of It: The price of oil continues to make headlines causing some to think that the stock market’s performance is at the mercy of oil’s performance. We do not believe that to be the case for U.S. markets....
Money Cent$ Camp 2016 at Discovery Church

Money Cent$ Camp 2016 at Discovery Church

by Proldan | Apr 18, 2016 | Company Events, Company News, Learn How To Invest

Giving Students Money Skills for Life Format: Fun & Educational Dates: June 13th – June 17th Time: 9am-12pm each day Location: Discovery Church: 4400 S. Orange Ave, Orlando, FL 32806 || Room 102 & 103 (www.discoverychurch.org) Cost: $55 Allgen Financial...
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