SCRIPTURES AND WALLSTREET - NOT GETTING STABLE RETURNS?

In this episode, Carlos Cortez discusses the flaws within the current investment and retirement system, specifically highlighting how most financial advisors are considered "captured" and the limitations that come with working with them. Carlos explains how these advisors are often tied to selling products that are pitched by other captive advisors, resulting in a cookie-cutter approach that may not be in your best interest. He also shares tips on how you can identify the type of advisor you're working with and how to avoid being caught in these limitations.
Carlos also takes a deep dive into one of his proprietary indexes, the Transition Index, and shows how it performs compared to traditional indices. Stay with us as Carlos walks us through charts, exploring the symbols we've been tracking such as SPX, USD, QQQ, VIXY, TMF, TLT, BTC, and SBIT. Don't miss this insightful conversation on how to better navigate the world of financial advice and investing.

The color of Money
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Video References
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Florida Trends
https://www.youtube.com/watch?v=__OgLgn26GM
BlackRock Lawsuit
https://x.com/hustlebitch_/status/1864344902038892964?s=42
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The views and expressions used in Scriptures and Wallstreet are for educational & entertainment purposes only. All though Carlos Cortez Jr. is a registered financial adviser this is not financial advice. Any information taken from the scriptures and Wallstreet is strictly for educational and entertainment. If you would like to pursue a personalized financial plan please contact Cortez Wealth Management and schedule an appointment by going to cortezwm.com.