Last week we had the absolute pleasure of hosting our annual Client Appreciation Dinner - nearly 100 clients joined us and made it a wonderful night.
Thank you
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record
The Dow crosses 45,000. Your brain whispers: "This has to be the top."
The market drops 15%. Your brain screams: "Get out before it gets worse!"
Different
A comfortable retirement doesn’t come with a fixed price tag.
Expenses can change over time, and some of the most important ones are easy to overlook.
That’s one
Jim Sr. and I discuss our midyear outlook for 2025.
Here's what's new with Platania Financial this quarter.
The Daily Herald interviewed Jim Sr. for its "Estate Planning 101" article, which appeared in Sunday's Daily Herald. Check it out!
Check out Jim's article which was published in Sunday's Daily Herald.
All performance referenced is historical and is no guarantee of future results. All
Here's what's new with Platania Financial this quarter.
Platania Financial hosted its 33rd Annual Client Appreciation Dinner on Tuesday to say thank you to our clients.
What a night! We can't wait to do it again next
Here's what's new with Platania Financial this quarter.
