Ramon Vicente Berenguer

Ramon Vicente Berenguer
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Investing for retirement: why we need it 
GUIDES MAY 03, 2024
Investing for retirement: why we need it 

Investing for retirement is necessary since social security is just not enough for retirees. What are the options? Read on to know more

Is investing in AI stock a good idea? 
GUIDES MAY 03, 2024
Is investing in AI stock a good idea? 

Google, Amazon, Apple, and Invidia are among the biggest AI companies whose stocks are enjoying massive growth. Should you invest in them?

Who owns the property in a revocable trust? 
GUIDES APR 30, 2024
Who owns the property in a revocable trust? 

One of the most important questions when it comes to trusts is: who owns the property in a revocable trust? The answer isn’t so clear cut. Read on to find out

The best investing books: essential reads for every investor 
GUIDES APR 30, 2024
The best investing books: essential reads for every investor 

What are the best investing books beginning investors should read? Here’s a short list of worthy reads to get started on investments

The differences between revocable trust and irrevocable trust 
GUIDES APR 26, 2024
The differences between revocable trust and irrevocable trust 

When it comes to choosing between a revocable or irrevocable trust, you need to know what either trust has to offer. Read this simple guide.

ETF Investing for Beginners 
GUIDES APR 24, 2024
ETF Investing for Beginners 

Beginning investors who are learning the ropes can start with ETF investing. Is it a viable starting investment? Find out more in this article

What is a fiduciary and why it’s important 
GUIDES APR 24, 2024
What is a fiduciary and why it’s important 

A fiduciary planner can provide several benefits when it comes to investors’ wealth planning and management. Read on to know more about what a fiduciary is

Generation-skipping trust for estate planning 
GUIDES APR 24, 2024
Generation-skipping trust for estate planning 

One estate planning strategy is the generation-skipping trust. Should this be part of your clients’ estate planning toolkit?

Real estate investing for financial advisors
GUIDES APR 24, 2024
Real estate investing for financial advisors

Discover effective real estate investing strategies to diversify and strengthen your clients' portfolios. Find out how your clients can invest (even without any money!) in this article

Asset protection trusts: strategies for estate planning 
GUIDES APR 11, 2024
Asset protection trusts: strategies for estate planning 

An asset protection trust is a type of trust that some advisors recommend. How does it protect investors’ assets? Read on to know more