Empower Your Investments with VIMA: Advice with Autonomy | Virtual Investment Management Advisory
his sentiment rings particularly true for millennials and those who already have a financial advisor or simply manage their own investments.
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Sep 18, 20233 min read
Financial Risk Management: Why Comprehensive Advisory Services Are Essential
At its core, financial risk management is about identifying, analyzing, and taking proactive measures to safeguard your wealth.
Jun 28, 20234 min read
Today's buzzword: VUCA (Volatility, Uncertainty, Complexity, and Ambiguity)
VUCA is an acronym that stands for Volatility, Uncertainty, Complexity, and Ambiguity.
Jun 28, 20233 min read
What are the different types of pension plans?
There are three major types of pension plans: defined benefit pension plans, defined contribution pension plans, and hybrid pension plans.
Jun 27, 20233 min read
What are Private Wealth Management Services?
Private Wealth Management Services are more complex than you think.
Private wealth management refers to personalized and comprehensive...
Jun 27, 20233 min read
What is Succession Planning?
What is succession planning? the process of planning for the transfer of wealth and assets from one generation to the next
May 14, 20235 min read
Understanding 403(b) Retirement Plans: The Benefits and Drawbacks
The term 403(b) plan may not be as familiar as its counterpart, the 401(k) plan, but it plays a crucial role in the retirement planning land
Apr 30, 20235 min read
Stagflation, An Economic Nightmare: History and How to Survive It
Stagflation is a rare and challenging economic condition, but it has happened in the past and many believe it could happen again.
Apr 10, 20233 min read
Balanced Investing: The Endowment-Style Approach
One of the key benefits of the endowment-style approach is that it can help investors achieve a more balanced portfolio.
Mar 13, 20234 min read
The difference between annuities and bonds
Investors seeking to grow their wealth often have many options, including annuities and bonds.
Mar 13, 20233 min read
Actualidad económica y estrategias de inversión con bonos | El Juego Financiero Marzo 2023
Las últimas declaraciones del FED, la inestabilidad en los mercados e invertir en bonos o anualidades.
Mar 10, 20232 min read
Por qué es el mercado tan volátil en 2023 | Razones de la inestabilidad económica de este año.
- Por qué el mercado de valores es tan incierto en 2023
- Va a bajar la inflación o seguirá subiendo en 2023
Mar 8, 20232 min read
Será el 2023 un buen o mal año para los mercados e inversiones | Tendencias económicas 2023
Roberto Bernal, CEO de Lyon Bern (Wealth & Asset Management en San Juan, Puerto Rico) nos dice si se espera un buen o mal año este 2023
Feb 28, 20234 min read
What are bonds?
Bonds are a type of debt security that allows individuals and organizations to lend money to governments and corporations.
Feb 6, 20233 min read
What is the Difference Between Deflation and Disinflation?
These terms are often used interchangeably, but they actually have quite different meanings.
Jan 16, 20233 min read
Get Ahead in 2023: Setting Up Your Financial and Investment Goals
2023 is just around the corner. By now, you may have made some strides in your financial and investment goals...
Jan 10, 20233 min read
The Balancing Act of Bear and Bull Markets
Analyzing market activity can be a tricky business...
Dec 29, 20223 min read
Rebalancing Your Portfolio in the New Year
Rebalancing your investment portfolio is an important part of managing your wealth. At the beginning of each year...
Nov 8, 20223 min read
Alpha and Beta in the Stock Market
When it comes to the stock market, there are a lot of terms that get thrown around. Alpha and beta are two of the most important concepts...
Nov 8, 20224 min read
Seasonality in the Stock Market: Why Are November, December and April Better for investors?
One strategy that you may have heard of is referred to as "seasonality." This denotes a systematic tendency ...
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