by Joe Allaria | Jan 27, 2021 | Article, Estate Planning, Portfolio Management, Tax Planning
Democrats swept the 2020 elections, which means investors are evaluating how that could impact their portfolios, taxes, and overall economic recovery. Forecasts are mixed, but investors are encouraged to keep a long-term focus. The elections dominated headlines for...
by Joe Allaria | Jan 19, 2021 | Article, Portfolio Management
Every year, investment advisors & other financial “experts” release their market predictions for the upcoming twelve months. Many investors listen. However, these predictions are frequently and sometimes drastically wrong. It’s 2021 and you’re looking for a great...
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