Anthony Veiga, CFP, BFA

As part of my commitment to provide the best experience possible to my clients, I am proud to share that I have earned the Behavioral Financial Advisor (BFA) designation. I have always been a strong believer in enhancing my knowledge and education when it comes to working with clients manage their financial goals. I also believe the future of financial planning is not just about dispensing financial advice, but helping clients engage in financial behavior change. There are m...any reasons investments tend to outperform investors over time and they are mostly due to behaviors on the part of investors such as trying to time the market or selling out of investments during market volatility. While I have had conversations about these mistakes over the years with clients, I now have in-depth expertise in the psychological aspects of these common mistakes, why so many investors make them, and, more importantly, better methods to help clients overcome these mistakes. #behavioralfinance #BFA #financialplanning #2020goals

Days following the election we are still waiting for the official results. For many, this uncertainty on top of an already heated election season has created additional anxiety and frustration. It’s important to remember, however, that emotion often drives poor investing decisions. The basic principles of sound investing remain the same: Focus on the big picture, think long term, and stick to your long-term investing plan. #election2020 #staythecourse #letsmakeaplan https://anthonyveiga.com/blog/well-its-election-dayagain

The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected. #socialsecurity #letsmakeaplan #retirementplanning https://anthonyveiga.com//the-social-security-administrati

Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide. https://anthonyveiga.com//presidential-elections-and-the-s #letsmakeaplan #2020election #whatsyourstrategy

August 14th is Financial Awareness Day. Being financially literate means, you have the wherewithal to make financial decisions with confidence. There are many resources web sites, magazines, books, and more that dispense financial knowledge for your learning pleasure. But like most things, the best way to get more financially literate is through practice. #financialawarenessday #getaplan #financialliteracy https://anthonyveiga.com//financial-awareness-day-and-the-