by Joe Allaria | Feb 14, 2024 | Article, Portfolio Management
2024 Stock Market Predictions What do financial experts say is going to happen in the stock market during 2024 and should we listen? The evidence suggests that despite these institutions spending millions of dollars or more on market research, it is incredibly...
by Joe Allaria | Nov 30, 2023 | Article, Retirement Planning, Tax Planning
2024 IRS Cost of Living Adjustments The IRS has announced new contribution limits for Traditional IRAs, Roth IRAs, 401(k)s, and Simple IRAs for 2024, along with updated Standard Deduction amounts and Marginal Tax Brackets. The IRS has released its 2024 cost of living...
by Joe Allaria | Mar 3, 2023 | Article, Portfolio Management
2023 Stock Market Predictions and Why You Should Ignore Them It’s that time of year again…when we see stock market predictions being released by financial institutions, fund managers, financial media personnel, and other financial “experts.” Most of these...
by Joe Allaria | Jan 13, 2023 | Article, Retirement Planning, Tax Planning
Secure Act 2.0: Top 10 Changes Secure Act 2.0 has been passed and continues to build upon retirement legislation that was passed in the original Secure Act of 2019. The bill is filled with dozens of changes to previous retirement law and provisions will be phased in...
by Joe Allaria | Jan 9, 2023 | Article, Retirement Planning
Social Security Loopholes The Bipartisan Budget Act of 2015 made what some would consider significant changes to a few key Social Security filing strategies. Specifically, the legislation removed some well-known Social Security loopholes that were used by many to...
by Joe Allaria | Dec 27, 2022 | Article, Portfolio Management
Don’t Fear a Recession, but be Prepared With the challenges of 2022 still looming, including inflation and the Fed’s trend of aggressive interest rate hikes, some economic “experts” have called for a recession in 2023. However, it’s...
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