by Joe Allaria | Nov 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
Year-End Strategies to Lower Taxes & Optimize Investments When a new year is approaching, that means the window for certain opportunities is closing. Taking advantage of a few simple year-end strategies can help save you taxes and increase your bottom line. The...
by Joe Allaria | Jul 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
Should I Do a Roth Conversion? Roth conversions are the repositioning of assets in a Traditional IRA or qualified employer sponsored retirement plan to a Roth IRA. This strategy could make sense for investors even as they approach retirement, but it’s important...
by Joe Allaria | Jun 30, 2022 | Article, Portfolio Management, Retirement Planning, Risk Management
Retirement Investing Strategies Retirement investing isn’t completely different than investing prior to retirement. The same risks and thought patterns should apply. However, the end strategy will likely look different due to expected withdrawals during the retirement...
by Joe Allaria | Apr 28, 2022 | Article, Portfolio Management, Retirement Planning
5 Mistakes in a Bear Market to Avoid Bear markets can make it difficult for investors to stay the course. Stock market volatility and negative headlines give the impression that you should be doing something and poor investor behavior may begin to emerge. Stock...
by Joe Allaria | Mar 8, 2022 | Article, Portfolio Management, Retirement Planning
What Does War Do To the Stock Market? Should You Worry? The Russia-Ukraine conflict has left many investors worried as they wonder what will happen to their stocks during the war. That is why it is especially important during times of heightened volatility and...
by Joe Allaria | Jan 25, 2022 | Article, Portfolio Management
2021 Review + 2022 Stock Market Predictions At the beginning of every year, we see stock market predictions being released by financial institutions, fund managers, financial media personnel, and other financial “experts.” Most of these predictions end up being wildly...
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