By Eliseo “Jojo” Prisno Chartered Retirement Planning Counselor Early this year we talked about variable annuities as an asset class. We’ve learned the contract’s basics and the philosophy on why we want to own or put some of our monies into it. This time let’s talk about the key features and attributes of this...
By Eliseo “Jojo” Prisno Chartered Retirement Planning Counselor j.prisno@PECapitalinvestments.com Before we headed to our annual back packing trip (this winter we covered the sub-continent of India and the highlands of Nepal), most of my clients have ask me what my investment theme will be for 2012 after a flat 2011. The direction I advised...
By Eliseo Prisno CRPC j.prisno@PECapitalInvestments.com Last month I introduced the basics of variable annuity contracts. To continue on with the topic on what questions you need to ask yourself and your provider before you engage or invest in a contract, let’s move ahead with our financial literacy series on variable annuity as an asset...
By Eliseo Prisno CRPC What transpired last month is not much of a difference from what we went through in 2011. Daily market movements are still significant and obviously reflective of continued volatility. Again how do we brace ourselves with this continued wild ride? A few months back I talked about Fixed Index Contracts...
By Eliseo “Jojo” Prisno CRPC “2012 should give you several chances to compensate for the future.” Don’t sweat if you were not crazy about what 2011 did for your retirement finances. 2012 has some opportunities to offer to get back on track. Just like the Pacquiao bouts of 2011 (with Mosley and Marquez), it...
By Eliseo “Jojo” Prisno Money Matters When I wrote my previous article, the DOW Index was lingering at 11700, now its past 12000 and tracking to close by year’s end at 12500 (as what most analyst are projecting). Though volatility is still there (remember mid-November when there were more than 300 plus...
By Eliseo Jojo Prisno Chartered Retirement Planning Counselor As of this writing, the DOW Index has moved past 11500 and is lingering at 11700. This market buoyancy is obviously from the good corporate earnings reported ending 3rd quarter of this year and the decisive action of global financiers to tackle the European...
By Eliseo Prisno, CRPC It’s been awhile since I talked about technical stuff…and yes the volatility of the market is still there (the normal September jitters, recall all the past Septembers, this is typical) and yes most traders/investors are waiting for the 3rd quarter report to assess what 2011 by far has brought...
Here we go again, after an eight-week scare, suddenly a record week of comeback. Bearish or bullish, it’s all but guesses. Sticking with the fundamentals and creating tactical adjustments is really the best way to manage an investment portfolio. No matter how negative the forecasts or outlooks are, emotions could still come into play...
By Eliseo Jojo Prisno CRPC As of this writing, the stock market has been posting negative weekly returns six weeks in a row, the longest since 2002, statistically worst compared to what we went through in 2008 and the first half of 2009. Are we heading for a major market correction again? Both the...
