Ocotillo Wealth Management LLC

Another excellent client event! As always, my favorite parts included: standing ovation and self evaluation. Important to be simultaneously celebrating and growing 🌱

Our CEO, Jeremy Mellberg, was published as a Kiplinger contributor (also seen in Yahoo Finance & Nasdeq.com). Check out his article below!

https://www.kiplinger.com/article/retirement/T023-C032-S014-your-retirement-alarm-clock-is-ticking.html

Your Retirement Alarm Clock Is Ticking: Do You Have a Plan? Get ready by covering these three important retirement planning bases, because those bells will be ringing soon enough.

Merry Christmas from our family to yours!

My office for the week!

As retirees are living longer, it is important to have a plan in place that will carry you through.

Top Strategies to Pay for a Longer, Healthier Retirement Author Steve Vernon tells TheStreet's Robert Powell that financial decisions in retirement are important, but so are decisions regarding your health and your social life. Here are ways to be ready.

http://www.investmentnews.com/article/20180919/BLOG09/180919913/all-clients-deserve-advice-that-is-in-their-best-interest

All clients deserve advice that is in their best interest Providing investment advice as a fiduciary goes beyond disclosure of conflicts of interest.

https://www.blackrockblog.com/2018/07/17/trade-tensions-impact/

Gauging the market impact of global trade tensions Global trade tensions are earning investor attention, but how might they affect markets and portfolios? Isabelle looks to some new BlackRock analysis for answers.

https://gnfl.io/MRHskpWA74TUqdQ16Us-pc/737492/

How to know what you can spend in retirement Paul Mele Head of Participant Engagement for BlackRock's Defined Contribution Group Learn how pre-retirees can feel confident about receiving their last paycheck. According to the U.S. Census Bureau, more than half of Americans have a retirement savings account -most frequently, a workplace savings....