Platania Financial

03/16/2026

Following the military conflict in Iran, we put together some thoughts on the market. Watch below!

https://youtu.be/D3ojUiH1zk8?si=CCJ3Ytzqcb60yrtC

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing includes risks, including fluctuating prices and loss of principal.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.The opinions voiced in this material are ...

02/09/2026

On Sunday, the Daily Herald published Jim Sr.'s article on the importance of cash flow planning. We hope you enjoy!

Blog link: https://www.plataniafinancial.com/blog/jims-daily-herald-article-4

Full Daily Herald issue: https://e-edition.dailyherald.com/html5/reader/production/default.aspx?pubname=&pubid=c87f2964-3b85-4807-8b28-7ae8201dcdb8&edid=a1be41b6-6d25-4a94-8083-cbe985ac9b3e

01/27/2026

Wondering what's in store for the economy and financial markets this year? Watch our Outlook 2026 video and hear what our advisors think.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

01/15/2026

Check out Jim's Daily Herald article from this past Sunday!

You can read the full Daily Herald issue here: https://e-edition.dailyherald.com/html5/reader/production/default.aspx?pubname=&pubid=c87f2964-3b85-4807-8b28-7ae8201dcdb8&edid=a5814b27-2dea-4943-b8cc-90982f047c2a

11/18/2025

Last week we had the absolute pleasure of hosting our annual Client Appreciation Dinner – nearly 100 clients joined us and made it a wonderful night.

Thank you to our clients for their continued trust, partnership, and for spending the evening with our team!

10/07/2025

Built on helping others retire well. From taxes to investments to income—you’re not in this alone

07/23/2025

Our 2025 Midyear Outlook video is out!

Watch Jim and Jim Sr. discuss stocks, bonds, and the economy for the second half of 2025.

Thank you to LPL Financial for some great insights and visuals.

03/28/2025

In our Q1 video, Jim shares what's new at Platania Financial along with a few client reminders.

02/21/2025

The Daily Herald interviewed Jim Sr. for its "Estate Planning 101" article, which appeared in Sunday's Daily Herald. Check it out!

The Daily Herald interviewed Jim Sr. about

01/17/2025

Read Jim's article in the Daily Herald from this past Sunday! Stocks, bonds, and the economy in 2025.

You can read the full Daily Herald issue here: https://e-edition.dailyherald.com/html5/reader/production/default.aspx?pubname=&pubid=c87f2964-3b85-4807-8b28-7ae8201dcdb8

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All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Stock investing includes risks, including fluctuating prices and loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. International debt securities involve special additional risks. These risks include, but are not limited to, currency risk, geopolitical and regulatory risk, and risk associated with varying settlement standards. These risks are often heightened for investments in emerging markets.

09/25/2024

In our Q3 video, Jim shares what's new at Platania Financial along with a couple of client updates.