RAOUL RODRÍGUEZ archivos – Atencion San Miguel | English Version

By Raoul Rodríguez “Do I have enough saved to retire?” is one of the more frequent questions I get as a certified financial planning professional. It is human nature to …

By Raoul Rodriguez If you are a US person1 you should avoid foreign mutual funds like the plague! After talking to clients about the reasoning behind this admonition, I often …

By Raoul Rodriguez In my last article, I showed you how to calculate gains and losses on the sale of securities purchased on a stock exchange. I wish I could …

By Raoul Rodríguez In the world of financial planning, there are many myths and half-truths. One of these is the power of selling securities to harvest losses for later use, …

By Raoul Rodríguez When most people think about financial planning, they think “investments.” As a financial planning professional, when I think about what we do, my mind goes first to …

By Raoul Rodríguez This is the first of a series of articles on personal financial planning that will cover topics related to the U.S., Mexico and the complexities of cross-border …