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The Pelican Wealth Blog

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June 14, 2023

Federal Reserve Holds Steady: Unpacking the June 2023 Monetary Policy Decision

The Fed’s Decision: A Pause on Rate Hikes In its most recent meeting on June 14, 2023, the Federal Reserve made a significant decision that has implications for everyone from Wall Street to Main Street. The Fed decided to hold the target range for the federal funds rate steady at 5 to 5-1/4 percent. This...

June 5, 2023

Assessing June’s Market Performance and Anticipating Key Economic Indicators

As we delve into the month of June 2023, the stock market has been showcasing notable activity, keeping investors on their toes. The S&P 500 has demonstrated a steady upward trajectory, reflecting growing investor confidence, while the Nasdaq Composite has exhibited volatility, driven by fluctuations in the technology sector. It’s essential to examine the upcoming...

June 3, 2023

Tech and AI Stocks Lead Market Rally Amid Favorable Economic Indicators

The first half of 2023 has been marked by a significant run-up in the markets, particularly in the technology and artificial intelligence sectors. The tech-heavy NASDAQ Composite has seen a year-to-date (YTD) increase of 15.2%, outpacing the broader S&P 500, which has grown by 11.8% YTD. Leading the charge in the tech sector are some...

October 5, 2019

THE ANNUITY: HOW TO GET INCOME FOR LIFE

There is a lot of negative press surrounding annuities that is not justified. Most of revolves around high fees, agent commission incentives, lack of liquidity, etc. I can tell you honestly from many years of experience studying various types of annuities that these products play a significant role in producing lifetime income that creates peace...

August 24, 2019

MARKET WORRIES?… REGISTER HERE FOR OUR EDUCATIONAL VIDEO SERIES

CLIENT EDUCATION IS OUR #1 PRIORITY! Learn How the “Color of YOUR MONEY Affects How Well You Sleep at Night! Frank Ragonese, Ph.D., whose clients call him “Dr. Frank,” is the founder and CEO of Pelican Wealth Advisors, LLC, a fiduciary, Registered Investment Advisor firm. Dr. Frank was a college professor in his early career, has...

August 23, 2019

OUR STRATEGIC INVESTMENT PORTFOLIO

Our “Strategic Investment Portfolio Strategy” (SIPS) consists of equities designed for growth over a 3-5 year horizon. This strategy utilizes mutual funds which are selected from a list of over 17,000 funds using a proprietary process. As a fiduciary investment firm, PWA is free of any conflicts of interest in choosing mutual funds. This may...

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