Retirement Capital Strategies
投资管理
San Jose,CA 458 位关注者
We Help Clients Build and Maintain their Wealth
关于我们
Retirement Capital Strategies is a Registered Investment Advisory firm located in Silicon Valley specializing in financial planning and wealth management. Investment advice offered through Retirement Capital Strategies, Inc. . . . . Retirement Capital Strategies is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
- 网站
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https://www.rcsadvisor.com
Retirement Capital Strategies的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- San Jose,CA
- 类型
- 私人持股
- 创立
- 1980
- 领域
- Financial Planning、Retirement Planning、Investment Management、Financial Planning for Women、investments、retirement income、social security maximization、asset management、investment education、retirement education、wealth management、7 steps to retirement、sequence of withdrawals in retirement accounts、maximizing tax benefits in retirement、stock market analysis、stocks and bonds、we specialize in retirement和help you achieve a successful retirement
地点
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主要
1190 Saratoga Ave., Ste. 140
US,CA,San Jose,95129
Retirement Capital Strategies员工
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Harold Batista ,BHSA ,CCFC
( Team Based Model Consultant) We work with CPA’s and Lawyers, along with over 1200 specialists nationally, providing a more holistic team approach…
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Easan Arulanantham, CFP?, ChFC?
Wealth Management Advisor / CERTIFIED FINANCIAL PLANNER?/ Chartered Financial Consultant ? at Retirement Capital Strategies
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Tom Vaughan, CPM?
CEO / Co-Founder / CERTIFIED PORTFOLIO MANAGER? at Retirement Capital Strategies
动态
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The market declined after Trump revealed that tariffs on Mexico and Canada would start and current tariffs on China would be increased on March 4th. https://buff.ly/3QYn6Hr #tariffs #PCE #marketupdate
Market Update: February 27th, 2025 - Market Drops On Tariff Threats
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The market declined as concerns about an economic slowdown grew as consumer confidence fell. https://buff.ly/4bg8lJ8 #marketupdate #consumerconfidence #slowingeconomy
Market Update: February 25th, 2025 - Lower Consumer Confidence Drops The Market
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The market continues to move in a range as we look forward to Nvidia's earnings report on Wednesday and the PCE data release on Friday. https://buff.ly/4k1lFFr #rangingmarket #inflation #marketupdate
Market Update: February 20th, 2025 - Market Drops On Walmart's Tepid Guidance
https://www.youtube.com/
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Today's weekly?video recaps the ups and downs of the week.? https://buff.ly/4gV1DcS #weeklyrecap #upsanddowns #inflation
Market Update: Tom's Weekly Recap - February 18th - 21st, 2025: Why We Should Hang In There
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The market reacted poorly to Walmart's forward guidance.? https://buff.ly/4k1lFFr #walmart #forwardguidance #marketupdate
Market Update: February 20th, 2025 - Market Drops On Walmart's Tepid Guidance
https://www.youtube.com/
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The market responded well to the release of the Fed minutes, with the S&P 500 setting another all-time high close.? https://buff.ly/3QpCb4l #fedminutes #inflation #marketupdate
Market Update: February 19th, 2025 - Market Up On Fed Minutes
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The S&P 500 had a new all-time high close today.? https://buff.ly/4i0nqkc #alltimehigh #marketupdate #rangingmarket
Market Update: February 18th, 2025 - New All Time High For The S&P 500
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Today's weekly recap discusses the tariffs and CPI. https://buff.ly/3CRncNo #CPI #tariffs #marketrecap
Market Update: Tom's Weekly Recap - February 10th - 14th, 2025
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The S&P 500 almost reached a record-high close after the postponement of retaliatory tariffs to April. https://buff.ly/3X4gUkn #tariffs #bondmarket #inflation #marketupdate
Market Update: February 13th, 2025 - Market Jumps On Tariff Delay
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