Blog
Things I've Learned On Wall Street Over The Years
Decoding Wall Street can often feel like a monumental task. This blog is dedicated to sharing important financial topics alongside my personal thoughts from years of experience of helping families and companies plan for a better tomorrow.
Antonio has a Bachelor of Science from the University of South Carolina in Columbia, South Carolina. He started in the business in 1998, working for Merrill Lynch in Denver, Colorado. In August of 2000, he then moved to Fidelity Investments in Dallas, Texas covering the northeast territory including Boston, New York and Washington DC. In 2016, Antonio joined Baird and works with clients throughout the country.
Antonio is a partner at the Penn Valente Group at Baird. The team is committed to helping clients become informed investors and has built a white glove service model for their clients.
Antonio holds the FINRA Series 7, 26, 63, and 65 as well as health/life licenses for multiple states and holds the QPFC designation as a member of the National Association of Plan Advisors (NAPA), which is the sister organization of the American Society of Pension Professionals & Actuaries (ASPPA).
Antonio, originally from Hoboken, New Jersey, has lived in the Dallas area for the last 20 years. He has a wife, Scarlett Lauren, and a daughter, Gianna. His passions are sports, skiing, biking, hiking mountains, family, friends and giving back to the community. He often spends time in the Santa Fe (NM), Scottsdale (AZ), Los Angeles (CA) and Denver (CO) areas in pursuit of mountain hiking.
Twitter: @PennValenteTeam
Facebook: @ThePennValenteGroup
LinkedIn: @AntonioValente,QPFC
Frustrated Following the Fed?
Let's start this blog post with the conclusion: Stick with your investment strategy, and don’t let outside influences like the Fed get in your way. Following the Fed these days is like watching an endless point in a tennis match. The...
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Use Doubt to Defeat Scammers
I recently read an article in which a financial columnist for a major publication was the victim of an elaborate and expensive scam. The con transpired over several hours, but it began with a phone call from a "trusted" retailer's...
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SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
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Don't Watch The Markets Too Closely
One of my favorite Warren Buffett quotes is, “Remember that the stock market is a manic depressive.”What he’s suggesting is that stock prices can sometimes swing wildly from day to day in response to even minor news....
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Identity Theft Awareness Week
January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder. Here are a few...
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The Cycle of Investing
When markets fall, it’s easy to forget that downtrends are part of the investing cycle. So when prices slip, it's a good time to review some common terms that you may be hearing that describe today’s financial markets.The...
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Outlook 2023: CEOs Are Cautious
It appears that America’s corporate leaders are preparing for the worst while hoping for the best.Almost half of S&P 500 CEOs in second-quarter conference calls pointed to “recession” as a potential headwind in 2023....
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Why Estate Planning Is Important Today
Plan for tomorrow, today.That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain amount of sense. Nobody likes talking about death. But this...
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How will you pay for college tuition?
Remember when a college education was reasonably priced? In the past 20 years, the cost of college tuition for public universities has risen 165%. College students and their families have been taking on more and more debt, and they are...
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"Unretiring" To Stay in the Game
Knowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time knowing when to walk away!These athletes thought they were ready for retirement but...
Read More1.02 Billion Reasons to Be Prepared
What would you do with a windfall? It’s a question I’ve read or heard a lot lately. Considering the Mega Millions jackpot had grown to $1.02 billion, it’s safe to say most of us have thought about what it would be...
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