by Joe Allaria | Sep 28, 2021 | Article, Portfolio Management, Retirement Planning
Annuities: Pros, Cons, and What are They, Anyway? Some people love them. Some hate them! So, are annuities good or are they bad? The truth is that because there are so many different types of annuities, they cannot all be characterized as either good or bad. Each...
by Joe Allaria | Aug 17, 2021 | Article, Portfolio Management, Retirement Planning
EQ vs. IQ When Investing The ups and downs of investing can cause some investors to experience “market fatigue.” It’s not always our balances that get beat down, but our emotions, which is why a high level of EQ (or emotional intelligence) can be more beneficial than...
by Joe Allaria | Jun 29, 2021 | Article, Retirement Planning, Risk Management
7 Medicare Questions You Should Know How to Answer if You’re Over 60 Medicare covers millions of Americans, yet is still widely misunderstood. Knowing when to enroll in Medicare, what Medicare covers, and the costs associated are just a few crucial things to...
by Joe Allaria | May 31, 2021 | Article, Retirement Planning
7 Social Security Mistakes & How to Avoid Them Bad Social Security advice and poor claiming strategies continue to cost retirees, especially those eligible for spousal, survivor, and divorced retirement benefits. Social Security has provided benefits to...
by Joe Allaria | Apr 20, 2021 | Article, Retirement Planning, Risk Management
Identity Theft & How to Protect Against Cyber Attacks (15 Ways) Cybersecurity may not often be included as part of wealth management, but poor practices could lead to significant financial loss. However, many cases of identity theft can be prevented with prudent...
by Joe Allaria | Mar 23, 2021 | Article, Portfolio Management, Retirement Planning, Risk Management
Should I Invest Near a Market High? When the stock market is near an all-time high, some investors decide to exit the stock market, fearing of a possible decline. Although this is a common and logical concern, historical data shows that may not be the most prudent...
Recent Comments