Ocotillo Wealth Management LLC

10/03/2019

Another excellent client event! As always, my favorite parts included: standing ovation and self evaluation. Important to be simultaneously celebrating and growing 🌱

09/02/2019

08/21/2019

Our CEO, Jeremy Mellberg, was published as a Kiplinger contributor (also seen in Yahoo Finance & Nasdeq.com). Check out his article below!

https://www.kiplinger.com/article/retirement/T023-C032-S014-your-retirement-alarm-clock-is-ticking.html

Get ready by covering these three important retirement planning bases, because those bells will be ringing soon enough.

12/25/2018

Merry Christmas from our family to yours!

12/04/2018

My office for the week!

11/09/2018

As retirees are living longer, it is important to have a plan in place that will carry you through.

Author Steve Vernon tells TheStreet's Robert Powell that financial decisions in retirement are important, but so are decisions regarding your health and your social life. Here are ways to be ready.

09/19/2018

http://www.investmentnews.com/article/20180919/BLOG09/180919913/all-clients-deserve-advice-that-is-in-their-best-interest

Providing investment advice as a fiduciary goes beyond disclosure of conflicts of interest.

08/01/2018

https://www.blackrockblog.com/2018/07/17/trade-tensions-impact/

Global trade tensions are earning investor attention, but how might they affect markets and portfolios? Isabelle looks to some new BlackRock analysis for answers.

07/27/2018

https://gnfl.io/MRHskpWA74TUqdQ16Us-pc/737492/

Paul Mele Head of Participant Engagement for BlackRock's Defined Contribution Group Learn how pre-retirees can feel confident about receiving their last paycheck. According to the U.S. Census Bureau, more than half of Americans have a retirement savings account -most frequently, a workplace savings....

07/16/2018

Wall Street investors find themselves facing off with a bull of their own, one that is in its ninth year and, despite being beset by a cavalcade of concerns, appears on the verge of resuming the second-longest run since WWII.

07/06/2018

Happy birthday, George! 🎂