Month: October 2023

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Strategies for Success in a Volatile Market (Ep. 90)

Strategies for Success in a Volatile Market (Ep. 90)

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The term volatility brings feelings of uncertainty and unease when it comes to the investment market. What if you knew about some strategies that are used to maximize returns in low-interest rate environments?

Explore investment options and information to navigate uncertain times in the market while learning about strategies ot leverage annuities, bonds and high yield investments from Royal Standley. Royal touches on the volatility and uncertainty in the market and the importance of having a long-term perspective. 

Learn more about:

  • Investment strategies focused on low-interest rate environments
  • The importance of finding higher-yield investments for cash savings
  • Why fixed annuities are a safe investment option with guaranteed interest rates
  • Concerns about potentially missing out on market gains with fixed annuities

Connect with Royal Standley:

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Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action.  Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change.  All investing involves risk, including the potential for loss of principal.  Securities offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.

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From Bankruptcy to Financial Success with Chris Bautista (Ep. 89)

From Bankruptcy to Financial Success with Chris Bautista (Ep. 89)

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Your financial advisors aren’t that much different from you. They deal with their own financial struggles and face their own problems when it comes to money. That personal experience can even help them advise clients better in the future.

In this episode, Royal Standley is joined by Chris Bautista, of Oregon Pacific Financial Advisors, who shares his background and experiences with financial struggles and bankruptcy. Chris shares his journey of owning a business and subsequently losing it during an economic downturn before finding his new path in life.

Chris discusses:

  • His professional background leading up to how he became a financial advisor
  • How his experience with bankruptcy shaped his interactions with clients
  • The importance of balancing personal life with financial advising
  • How different generations interact with money and why
  • Why he chose to become a financial advisor and become certified
  • And more

Connect with Royal Standley:

Connect with Chris Bautista:

About Chris Bautista:

Chris Bautista is a passionate and results-driven professional in the financial services industry with a deep understanding of the intricate world of finance. With extensive experience working with both individuals and businesses, he is committed to helping his clients achieve their financial goals and navigate the complexities of today’s economic landscape. Chris’ expertise lies in providing personalized financial advice, developing tailored strategies and implementing effective wealth management solutions. By leveraging his knowledge and staying abreast of the latest market trends, Chris strives to deliver comprehensive and innovative financial solutions that empower his clients to make informed decisions and secure their financial futures.

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Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action.  Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change.  All investing involves risk, including the potential for loss of principal.  Securities offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.