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Blogs

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David Ocasio | Aug 31, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Woman with graduation cap looking at the sky
David Ocasio | Jul 31, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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David Ocasio | Jun 1, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Investment Strategy: Where You Are Now vs. Where You’re Headed
Ocasio Financial Services | Apr 3, 2023

Investment Strategy: Where You Are Now vs. Where You’re Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Debt and Retirement: Can You Handle Both?
Ocasio Financial Services | Mar 1, 2023

Debt and Retirement: Can You Handle Both?

Retirement
Debt
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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It’s Never Too Late to Save for Retirement
Ocasio Financial Services | Feb 1, 2023

It’s Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Our Office

12110 Sunset Hills Rd
Reston VA 20190

Contact Us

E: David@PlanWithDavidChFC.com
P: 703-554-5166

   

Get in Touch

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Ocasio Financial Services. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Schwab and Nationwide Advisory Solutions.

Horter Investment Management does not endorse any insurance or annuity products, nor does it guarantee their performance.  Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing insurance company, and may include various charges and expenses, such as sales, administrative, mortality, expense, and surrender charges.  All product guarantees depend on the financial strength and claims-paying ability of the issuing insurance company.

Past performance is not indicative of future results.  Investing is risky.  Investors can and do lose money. Like any other investment strategy, strategies designed to minimize portfolio volatility and reduce risk entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

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