by Joe Allaria | Jan 19, 2021 | Article, Portfolio Management
Market Predictions for 2021 and Why To Ignore Them 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...
by Joe Allaria | Nov 30, 2020 | Article, Estate Planning, Retirement Planning, Tax Planning
College Savings: Is a 529 Plan Right for Your Child? A 529 College Savings Plan could be a great way to contribute to your child’s financial future, but is it the best? Tax-advantaged accounts, like 529s, also come with restrictions and less flexibility to offset...
by Joe Allaria | Nov 24, 2020 | Article, Portfolio Management
What to Do in Retirement Being able to answer the question “What will I do when I retire” and having a plan for your retirement lifestyle can help you stay engaged and can lead to a healthier and more enjoyable retirement, studies say. Your retirement...
by Joe Allaria | Nov 3, 2020 | Article, Portfolio Management
Investment Help with 3 Simple Questions The stock market can seem simple for some and leave others searching for investment help. However, a “good” investing outcome can be achieved in many ways. But, it’s your mindset, expectations about investing, and the way...
by Joe Allaria | Oct 19, 2020 | Article, Portfolio Management, Tax Planning
5 Smart Tax Moves for your Brokerage Account Whether you acquired a brokerage account via inheritance, divorce, or simply contributing over time, a brokerage account combines the growth potential of stocks and mutual funds with the liquidity of a savings account....
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