The Suarez Team
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Market & Planning Updates
Stay up to date with the latest news
Monthly Newsletter Archive
Important Tax Updates
Potential Tax Increases Ahead - What You Need to Know
January Tax Update - 2022
April Tax Update - 2021
Planning Insights
Value of Rate Fixed Debt - Rising Rate Environment
Financial Planning Questionnaire
Financial Model Sample: Living Balance Sheet
TOMORO: Retirement Plan Comparison
History of the Margin Tax Bracket
Black Rock: Staying Calm Amid Market Volatility
Dimensional: Cost of Trying to Time the Market
Franklin Templeton: Reward of Long-Term Investing
An Introduction to Guardian Life Insurance Company
Financial Strength with the Guardian Advantage
Building an Effective Retirement Portfolio with Guardian
JP Morgan: Annuities Improve Outcomes
PFau: Role of Whole Life Insurance in a Lifetime Financial Plan
Vanguard: Advisors Alpha- Quantifying the Value of a Financial Professional
This website is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation. Securities products and advisory services offered through Park Avenue Securities LLC (PAS) member FINRA www.finra.org, SIPC www.sipc.org. OSJ: 2111 Route 34 Wall, NJ 08736 732.528.4800. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Tomoro is not an affiliate of subsidiary of PAS or Guardian. 2020-113597 12/22