Money Matters
news & updates
The
Suarez
Team
September 2020
Month In Review
This month, Money Matters explores the following topics:
- Should you refinance your mortgage?
- Tips that will help families plan for college
- You need more than a will
- How to stabilize your business right now
October Newsletter | News & Updates
5 Simple Steps To Determine If You Should Refinance When Mortgage Rates Are Low
When homeowners are bombarded with news about ‘record-low rates’, they often have one thought on their mind. Is this the time to refinance? Ask yourself these 5 questions.
Poll Shows Families Need Help Planning For College – Here Are Tips That Can Help
When it comes to their ability to pay for college, many American families are unsure that they’ll be up to the challenge and could use more tips and guidance on the process. Luckily, savvy families are able to answer that question using a combination of resources.
A Will Doesn’t Cover All Your Bases When It Comes To End-Of-Life Decisions. Here’s What Else You Need
Regardless of the pandemic, experts say it’s important to plan for when you’re not here — that is, give thought to what would happen to your bank accounts, your home and your belongings, as well as, perhaps, your dependents. That planning should start with a will. Here’s what else you should consider if you want to prepare.
4 Simple Things You Can Do To Stabilize Your Small Business Right Now
Small businesses all over the world are seeking stability right now, and fortunately, there is a number of proven methods for making it happen.
Meet
Jeremy Suarez
Jeremy has been in the financial advisory business since 2005 after graduating from Fordham University’s School of Business. He joined Tomoro as a managing partner in 2014. During his tenure, Jeremy has consistently excelled as an advisor in both the personal household and business planning arena. As a managing partner, Jeremy also serves as a mentor to all associates and is hands-on in supporting Tomoro’s growth planning. He has completed various curriculums and certifications, such as New York University’s graduate studies in financial planning, is a Certified Exit Planning professional, and Investment Advisor Representative. He and his family reside in Colts Neck, NJ.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, AR insurance license #8401385 CA insurance license #0F94382
The S&P 500 Index is a market index generally considered representative of the stock market as a whole. The Index focuses on the large-cap segment of the U.S. equities market. The Hang Seng Index (HSI) is a market-capitalization-weighted stock market Index in Hong Kong. It is used to record and monitor daily changes of the largest companies of the Hong Kong stock market and is the main indicator of the overall market performance in Hong Kong.
Indices are unmanaged, and one cannot invest directly in an index. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investing in the bond market is subject to certain risks including market, interest rate, issuer, credit, and inflation risk. Equities may decline in value due to both real and perceived general market, economic, and industry conditions.
Statistics sources from Central Bank Rates and Bloomberg.
2021-115741 Exp 2/23