Why do financial professionals make talking about investments so complicated? Add in the noise from TV pundits, get-rich-quick schemes, and infomercials, and making a simple financial decision turns into an impossible task.
Not at Tremblay Financial. We're here to help breakdown the complex topics while giving you a clear view of our conservative approach to investing.
The posts below are straight from our advisors as they discuss the topics that are most important to you.
This article was originally published by the Santa Barbara News Press on January 7, 2023. The original article can be found here.The 30-year treasury was paying 19.1% in 1983 when I got into the financial services industry! The U.S....Read More
In this article, we’ll discuss some tips for buying cars that your FUTURE SELF will surely appreciate during retirement!Read More
In this article, we'll discuss some of the financial and social challenges that come with caring full-time for an elderly parent. We'll also share some tips for making the process as smooth as possible.Read More
In this article, we’ll look at how financially supporting adult children negatively impacts retirement plans and what parents can do to wean their children off their checkbooks.Read More
In this article, we’ll discuss earning a passive income from your investments. More importantly, we’ll discuss whether baby boomers can actually live off a passive income.Read More
Last week, the S&P 500 dropped into a bear market for the second time in the last two years. That can spell trouble for Baby Boomers. In this article, we’ll discuss the impacts a bear market has on stock investments.Read More
As former chairman and taxpayer watchdog serving on the tax-writing Senate Finance Committee, I’m girding for my next dogfight. President Biden has set his sights on enacting a new death tax on top of the existing estate tax. Yes...Read More
In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic...Read More
"One extra monthly payment per year on your mortgage will shorten the length of your loan by years!" This weeks money tip shows the strength of compounding multiples, but instead of interest, we are looking at compounding amortization....Read More
SLOW PROGRESS IS STILL PROGRESS! How often do we feel like giving up on something when we don't see an immediate impact from good decisions? In a society and culture where instant gratification is accepted and taught as the norm, it is...Read More
It is not a matter of if, but when. Although employment continues to increase and the economy continues to grow, talks of a recession swirl in the wind. Recently the markets just experienced an important recession indicator, an...Read More
Are you self-employed or a small business owner looking to save more than $7,000 / year allowed within Traditional IRA’s to fund the retirement of your dreams? Below is a brief summary of alternative options that can help fund...Read More
When's the last time you talked to your Financial Advisor? At Tremblay Financial, we know how quickly life circumstances can change. We want you to know that we have your back, and are here to help you understand how life changes can...Read More