All Posts By:

Keythe Ward-Aguilar, CFP®

Divorce + Emotions + Money Innocence

Education Featured Lifestyle Risk Management Stories

Financial assets can refer to many different types of accounts, investments, cash, cars, collectibles, real estate, and much more.  During a divorce, the individuals involved will often only discuss splitting everything 50-50.  .
  March 29, 2023 0

Why is it so hard to buy a new washer/dryer?

Featured Lifestyle Stories Technology

Granted, I lean towards being cheap when I am considering new, large purchases and I tend to own “things” for a long time. As long as it works, why replace!  Plus, I am a financial planner and I would rather save money then spend my .
  July 30, 2019 0

Divorce + Financial Planning

Education Featured Lifestyle Risk Management Stories

Authored by Lauren Mullee, Partner with Buncher Family Law. Reprinted with her permission. Lauren Mullee, partner with Buncher Family Law, recently met up with Keythe Ward-Aguilar Certified Financial Planner and founder of ProCore Advisors, in .
  July 18, 2019 0

Rising Rates Study and the Effect on Equities

Economy Featured Risk Management Stock Markets

by guest author:  Andrew L. Berkin Berkin begins his analysis of the historical evidence with a review of the theory of the relationship between bond yields and stock returns. He asks: Why might stocks go down when yields rise? Basic investment .
  October 10, 2018 1

Mid-Year Review of the Financial Markets (Video)

Economy Education Featured Stock Markets

Mid-Year Review of Financial Markets We are pleased to provide this 15 minute video on a Mid-Year Review of the Financial Markets from our colleague and friend, Charley Wright.  It includes a brief review of the investment performance of the ten .
  August 27, 2018 3

Market Noise

Economy Risk Management Stock Markets

It is easy for emotions to get the best of us and lose sight of the big picture when the markets are so volatile. Political news feels like a rollercoaster ride in of itself.  Every day it seems like someone is leaving the current .
  March 12, 2018 0

Life Style Planning

Lifestyle Stories

The planning process is a series of steps, when taken in sequence, may help the client reach their goals.  Defining that goal is the challenge.  I really believe people are so conditioned to think in terms of how much money they have at .
  October 10, 2016 0