Dale Charley Salazar

09/15/2025

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/10/2025

The markets and investor confidence are strong, despite potential risks ahead. If you’d like personalized insights into how these complex dynamics may affect your portfolio, let’s connect.

A look at the dynamics fueling investor confidence — and the risks that markets may be dismissing.

09/08/2025

On your way to building a solid financial foundation? It’s only as solid as what you have in place to protect it. I can help you figure out what that means for you and your loved ones.

09/04/2025

As fraud becomes more sophisticated, staying vigilant is important. share signs of five cybersecurity scams to help protect you and your assets.

Stay ahead of bad actors by knowing how to spot the top threats of 2025.

09/03/2025

Beyond the economic impacts, the new law may also have implications for your personal financial situation. If you have questions on what this new law may mean for your finances, let’s connect.

Find out how the One Big Beautiful Bill Act (OBBBA) may affect U.S. economic growth and the federal deficit.

08/22/2025

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. We can help you understand your benefits to know when you should start collecting.

Find out what Social Security benefits you may qualify for and when you should start collecting.

08/20/2025

During times of uncertainty and volatility, bonds can bring a degree of stability to your portfolio. If you’d like to discuss how to incorporate fixed income into your investment strategy, let’s connect.

Bonds have brought stability and solid returns to portfolios in 2025. Will that continue?

08/18/2025

As the rest of the year unfolds,

Equity markets have proved remarkably resilient in 2025, despite an uncertain economic environment.

08/18/2025

Our pre-retirement checklist may help you improve your savings.

08/07/2025

Are you ready for retirement? We can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

Our pre-retirement checklist may help you improve your savings.

08/05/2025

If you’d like to discuss how the latest developments and trends are affecting your stock investments, let’s connect.

4 key themes — both old and new — that are likely to influence stocks in the final quarters of 2025.