Recent Posts
Jul 29, 2021
Confluence Commentary
5 Benefits of working with a Registered Investment Advisor by Jackson Elizondo Working with a Registered Investment Advisor (RIA) is desirable for high-net-worth individuals, families, and institutions for the personal, unbiased, and tailored advice to their unique financial situation. They have a fiduciary duty to act in your best interest while providing comprehensive financial services to meet your goals. What is an RIA: A Registered Investment Advisor is a firm registered with the Securities and Exchange Commission (SEC) that provides clients…Read More
Jul 29, 2020
Confluence Commentary
Why dividends will continue to be an important part of your portfolio... Investing in stocks is a good…Read More
Jun 23, 2020
Confluence Commentary
Now that you have decided you need a financial advisor, what are the next steps? Once you have…Read More