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Blog

Paolo Quiroga | Apr 3, 2025

What's next for markets and the economy?

Investments
Markets have been on a roller coaster, and investors are asking: Is a bear market on the way?
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Paolo Quiroga | Mar 27, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Paolo Quiroga | Mar 20, 2025

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it

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Paolo Quiroga | Mar 13, 2025

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Paolo Quiroga | Mar 6, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Paolo Quiroga | Feb 27, 2025

Lower interest rates. Now what?

Investments
Why did the Federal Reserve cut rates? Learn more here.
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Paolo Quiroga | Feb 20, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Paolo Quiroga | Feb 13, 2025

Feeling uneasy about the market? Read this first

Investments
It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions
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Paolo Quiroga | Feb 6, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Paolo Quiroga | Jan 30, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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Paolo Quiroga | Jan 28, 2025

The Ideal Timeline for Selling Your Business

How to Sell a Business
Business Valuation
Financial Planning for Business Owners
Tax Planning for Business Owners
Preparing to Sell a Business

The Ideal Timeline for Selling Your Business

Selling your business is one of the most significant financial decisions you’ll ever make. Whether you’ve spent

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Paolo Quiroga | Jan 23, 2025

New Year Update: 2024 Reflections & 2025 Expectations

Investments
As we step into 2025, I thought it would be beneficial to take a moment and reflect on what an extraordinary year 2024 was for investors.
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Paolo Quiroga is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Florida, Georgia, Hawaii, Idaho, Kansas, Kentucky, Missouri, North Carolina, Nevada, New York, Oregon, Texas, Utah, Virginia, and Washington. Check the background of this investment professional on FINRA's Broker Check

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