Marcelo Perez

About Marcelo Perez

Marcelo is the Head of Operations at Alhambra Investments, a fee-only Investment Advisory firm doing business since 2006. Alhambra Investments specializes in all-weather, highly diversified, multiple asset class portfolios. Give us a call today at 1-888-777-0970 or via email at [email protected] and we’d be happy to arrange for one of our investment professionals to discuss your situation with you – completely complimentary. Let’s start the conversation today.

Forget It, China’s Not Booming

By |2018-01-25T13:26:43-05:00January 25th, 2018|Commodities, Markets|

Jeffrey Snider, head of global investment research at Alhambra Investments, says China is in fact not growing rapidly, which sounds disheartening for commodity investors. He reckons a crucial investment metric has weakened, pointing to slower economic expansion: https://www.bnn.ca/video/forget-it-china-s-not-booming-money-manager~1310003

2018 Social Security and Medicare Changes

By |2018-01-18T10:32:34-05:00January 18th, 2018|Financial Planning|

Every new year brings changes and for 2018 the Federal Government has made changes to Social Security and Medicare. Surprise, surprise! Some retirees get a raise. Some workers will see more come out of their checks for future benefits. And most Medicare recipients will pay more for health care. First, the good news. For the first time in almost three [...]

The Healthcare Vampire

By |2018-01-18T10:38:04-05:00September 18th, 2017|Financial Planning|

Oh, for the old days when planning for retirement was simple and you knew what to expect, especially when it came to healthcare. There was Medicare. Add a good Medicare supplement to cover other costs and you were good to go. Those days are gone! For many retirees, healthcare has become Dracula and it’s sucking the blood out of their [...]

IRS Grants Regulatory Estate Tax Relief

By |2018-01-18T10:37:09-05:00August 15th, 2017|Financial Planning, Taxes/Fiscal Policy|

ESTATE TAX ALERT- IRS GRANTS REGULATORY ESTATE TAX RELIEF POTENTIALLY WORTH MILLIONS By Rafael A. Perez, Esq, Chief Compliance Officer   The IRS has provided regulatory relief in the estate tax arena for surviving spouses whose partner died after 2010.  While this relief applies to a very narrow set of persons, if it does apply you may substantially reduce future [...]

Medicare

By |2018-01-18T10:39:41-05:00July 27th, 2017|Financial Planning, Taxes/Fiscal Policy|

Medicare. The name is as recognizable as Kleenex®, KFC®, and Coca Cola®. But if asked what Medicare is, most people can only tell you it’s government health insurance for older people.  If you’re going to do serious retirement planning you need to know more than that. If you don’t, you could miss sign up deadlines and that will cost you. [...]

Contact

Go to Top