Marcelo Perez

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So far Marcelo Perez has created 856 blog entries.

The Benefit of Working With a Fiduciary Adviser

By |2019-08-15T21:09:43-04:00August 15th, 2019|Financial Planning|

What is a Fiduciary? You may have heard the term in recent times due to the ongoing debate about whether stockbrokers should be held to such a standard. Since doing so would make it harder for them to sell you things that pay them high commissions, peddlers of Wall Street’s wares are, as one might [...]

How Can We Help?

By |2019-04-17T10:55:01-04:00April 17th, 2019|Financial Planning|

We sincerely hope you're enjoying Alhambra Investment's research and analysis. As a gentle reminder, we go well beyond just offering market and economic insights. Alhambra also manages both Strategic (Passive) and Tactical (Active) portfolios with a talented team of seasoned professionals. As Registered Investment Ad­visers, we have a fiduciary responsibility to our clients and we’d welcome the opportunity to help you achieve your financial [...]

Your Bank Might Be Ripping You Off

By |2019-03-28T16:40:19-04:00March 28th, 2019|Financial Planning|

One quick glance at the interest rate your bank is paying on your hard-earned savings account balance and you'll turn green. Even though the Federal Reserve has been raising benchmark interest rates for the past three years, the big banks have not followed suit. They are the biggest beneficiaries of the Fed’s rate hikes, allowing [...]