Brian Greco - CFP

03/04/2022

Given the recent market downturn (it's still not that far down from all time highs), now could be a good time to protect your assets and increase your lifetime income. If you want to learn more about how to do that, shoot me a message and I will be in touch right away!

07/16/2021

Had to vent today about how our retirees are getting slammed by this Administration and current monetary and Fiscal policy:

Turning the corner of the pandemic, we thought we would leave uncertainty behind and enter a new phase of tranquility and recovery. However, to the contrary, we are faced with new leadership in Washington with policies and agendas which are directly competing with recovery.

06/30/2021

If you have family or loved ones who depend on your income, life insurance can be an important part of your financial plan and peace of mind, but it can be hard to pin down exactly how much insurance you need.

Try the free calculator in the link below to get an estimate of how much coverage you would need for your specific circumstances!

This short exercise will help you estimate your life insurance need. Exact numbers are not required. Round "ballpark" numbers are sufficient. This calculator is meant to estimate coverage for a single life. Run the calculator a second time to estimate life insurance need for a spouse or partner.

06/11/2021

https://calendly.com/bgrecocfp

Use the link to find a time on my calendar for us to meet or talk! Share this out to anyone who may need retirement or financial planning!

06/02/2021

If you or someone you know is approaching or in retirement, send them my way for a free consultation! I work in multiple states across the southeast and provide expert guidance on Financial, Tax, Risk, and Estate Planning.

05/17/2021

Weekly Economic Update: The market has been troubled recently by building inflationary pressures. Investors are concerned that rising prices may hurt corporate profits and force the Fed to tighten its monetary policy sooner than anticipated. Worse, investors fear the Fed may have to react more aggressively if it waits too long to act.

After back-to-back losses, the retreat in stock prices culminated on Wednesday, following the release of the higher-than-anticipated Consumer Price Index (CPI) report.

Stocks managed to claw back some of the week’s losses with a Thursday-Friday rebound, sparked by investors doing some bargain hunting.

05/11/2021

Weekly Market Update:
Energy, financials, materials, and industrials led the market higher on more upbeat news regarding the economic recovery.

But technology and other high-valuation companies didn’t participate in the rally, weighed down by Treasury Secretary Janet Yellen’s comments that interest rates may need to rise. Despite a decline in long bond yields, high growth stocks were under selling pressure for most of the week.

On Friday, a miss on April employment numbers seemed to dial back fears that the Fed might have to adjust interest rates. Stocks rallied on the news, especially some of the hard hit high-valuation companies.

This Week's Key Economic Data
Tuesday: Job Openings and Labor Turnover Survey (JOLTS).
Wednesday: Consumer Price Index (CPI).
Thursday: Jobless Claims.
Friday: Industrial Production. Consumer Sentiment.

05/07/2021

Wow! Athene just made the S&P 500 (one of the greatest wealth generation tools in history) even better by giving you 130% of the performance with 20% downside protection. Literally guaranteed to beat the S&P 500 up or down, something 95% of money managers aren't able to do. Truly impressed.

This doesn't mean the investment is right for you, but if this is interesting to you, get in touch and let's talk about this strategy and many others we use to grow your assets while offering some protection from the turbulent markets!

05/03/2021

Weekly Market Update:

Though the S&P 500 and Nasdaq established new record highs at the start of the week, stocks struggled to find traction as the week wore on.

Investor sentiment was dampened by rising COVID-19 infections in India and Japan, along with mounting inflation worries. Stocks finally caught some lift from strong quarterly reports issued by two big technology companies and an upbeat first-quarter Gross Domestic Product growth number, sending the S&P 500 to a fresh record high.

Once again, though, stocks failed to follow through, as the market retreated in the final day of trading to close near where it began the week.

Earnings Top Expectations
Last week was the biggest week of the first quarter’s earnings season with a third of S&P 500 companies reporting, including six of the largest companies.

With expectations high, businesses generally topped Wall Street analysts’ estimates; Big Tech companies posted especially noteworthy earnings. Coming into last Friday, with 40% of S&P 500 index companies reporting, earnings-per-share growth (EPS) is now estimated to be 29.3%, well ahead of the 12.2% EPS growth rate that analysts had expected at the start of the year.