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...
by Joe Allaria | Dec 29, 2021 | Article, Portfolio Management, Risk Management
Health Savings Accounts: A Best-Kept Secret? Health Savings Accounts (HSAs) are somewhat of a hidden gem in the investment world. Many people may have heard of an HSA before, but few are aware of how beneficial they can be. In many of my own client interactions, I...
by Joe Allaria | Dec 11, 2021 | Article, Tax Planning
Charitable Donations Using Stock, Not Cash Charitable donations can help lower taxable income for those that itemize deductions, and donating appreciated shares of stock instead of cash could also help eliminate capital gains to the stockholder. Making charitable...
by Joe Allaria | Oct 28, 2021 | Article, Retirement Planning
Monte Carlo vs. Linear Planning for Retirement Projections Retirement planning often includes making assumptions on future unknowns. To avoid negative outcomes down the road, it’s best to understand a range of possible outcomes using either Monte Carlo simulations or...
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