by Joe Allaria | Dec 5, 2018 | Article, Portfolio Management, Retirement Planning, Tax Planning
What Tax and Contribution Limit Changes Will Take Place in 2019? More changes are coming for 2020 as contribution limits are set to increase once again. This is good news for those looking to defer more of their income to their retirement accounts. See below for some...
by Joe Allaria | Dec 4, 2018 | Article, Portfolio Management, Retirement Planning
Christmas Cookie Investing There are many treasured parts of the holiday season, including the lights, gifts, and the joyful atmosphere. But, there is one part of the Christmas holiday that seems to be a favorite for those young and old; Christmas cookies. What could...
by Joe Allaria | Nov 3, 2018 | Article, Tax Planning
Can I Lower My Taxes with a Donor-Advised Fund? Due to the passing of the Tax Cuts and Jobs Act of 2017, the Tax Policy center estimates that the number of households claiming an itemized deduction for their gifts to non-profits will be reduced from 37 million to...
by Joe Allaria | Nov 3, 2018 | Article, Portfolio Management, Retirement Planning
Behavioral Investing Lessons from Vegas A group of advisors from our firm recently attended a conference for 401(k) plan advisors and that conference happened to be in lively Las Vegas, Nevada. We expected the poker tables, blackjack tables, and slot machines, but...
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