Juan Carlos Rosario is a CFP® and President of Apex Wealth Management Group, an independent Wealth Management firm based in California. At its core, financial planning is not just about accumulating ...

A comprehensive financial plan can ease the client’s mind and decrease anxiety around their finances in both the short and long term. Studies show that people feel more secure when they have a ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. Whether it’s buying a home, retiring, or supporting your children through university, ...