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Exploring the Impact: How Will AI Shape the Future of Investment?
by: Mr. King San Jose-Santos, RFP, CFC, CTA, FIFC Chief Financial Planner | SJ&P Wealth Advisory Report of AI transition: Courtesy of...
San Jose & Partners
8 min read
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Why Building your own retirement fund is important
A retirement plan is important for several reasons: Financial Security: A retirement plan helps you secure your financial future. It...
San Jose & Partners
2 min read
6 views
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Which Investment Fund Will Yield the Best Returns in 2025: MP2 Pagibig, Time Deposits, or J.P. Morgan Fund?
2025 Investor's Guide to Selecting the Appropriate Product by: King San Josè-Santos, RFP,CFC,LFA,CTA,FIFC Updated article for 2025 An...
San Jose & Partners
8 min read
556 views
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What to do when your investment goes down? Tips during Bear Market.
King San Josè-Santos, RFP,CFC,LFA,CTA | May 29, 2022 A bear market is when assets go lower around 20% or higher from recent highs. A...
San Jose & Partners
4 min read
25 views
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J.P. Morgan - Global Multi-Asset Fund
Helping you secure your future. Looking for an alternative to your normal time deposits, bonds to maturity, or looking for safer...
San Jose & Partners
2 min read
190 views
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New Product : Solid Future Global
Solid Future Global is a life insurance plan with an investment component that aims to maximize the potential of your money. It provides...
San Jose & Partners
1 min read
26 views
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Market starting to look cheap.
By King San Jose, RFP, MIFC, LFA As of August 13, market went down again at 6,320.19|-236.38|-3.61% .Some people are wondering, why is...
San Jose & Partners
1 min read
11 views
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How I earned almost 50% during pandemic panic selling in Philippine stocks?
By: King San Josè Santos, RFP, MIFC, LFA As of today, July 30 2021, PSEi close with a -3.5% triggering a panic selling due to another ECQ...
San Jose & Partners
2 min read
19 views
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Investment Fund Update | Insular Life
January 2021 to March 2021 Market Update By: King San Josè, RFP,CFC,LFA Market Update for the first quarter of 2021. US Market Update: US...
San Jose & Partners
2 min read
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Dollar Opportunity Fund
Powered by Insular Life Philippines Dollar Opportunity Fund Accelerate the growth of your dollar funds to enhance your protection and...
San Jose & Partners
2 min read
32 views
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Peso Global Equity Fund
Powered by Insular Life Philippines Peso Global Technology Fund Enhance your portfolio by investing in high-quality international...
San Jose & Partners
1 min read
36 views
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Peso Global Technology Fund
Powered by Insular Life Philippines Peso Global Technology Fund Achieve long-term capital growth with the world’s tech leaders with...
San Jose & Partners
1 min read
74 views
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