by Joe Allaria | May 19, 2020 | Article, Portfolio Management, Retirement Planning
Is Cash King? You’ve probably heard before that “cash is king.” I have certainly heard it more during the last few months as we’ve endured the COVID-19 crisis. Volatility, uncertainty, and fear has been high. The value of cash, safety, and liquidity has increased....
by Joe Allaria | Apr 29, 2020 | Article, Portfolio Management, Tax Planning
What is Tax-Loss Harvesting? The COVID-19 Crisis has had the most profound impact on every member of society, perhaps ever. Investors have been forced to decide what financial moves to make, if any. If you have reasoned in your mind that staying invested and taking no...
by Joe Allaria | Apr 27, 2020 | Article, Portfolio Management
7 Ways to Get COVID-19 Financial Help The COVID-19 pandemic has caused many to look for financial help. With massive shutdowns of non-essential businesses and industries, Americans are in unchartered territory. For those struggling to make ends meet, here are 7 things...
by Joe Allaria | Mar 4, 2020 | Article, Portfolio Management
Staying Invested During Volatile Markets With the recent fluctuations in stocks, investors have been left wondering how to invest during market volatility. Market volatility causes stress, anxiety, and worst of all, doubt. Doubt is what causes investors to question...
by Joe Allaria | Feb 13, 2020 | Article, Portfolio Management, Retirement Planning
5 Key Ingredients to a Good Financial Recipe In my experience, a good dish usually begins with good ingredients and a good recipe. The right amount of those ingredients, mixed together in the proper order, and cooked for a designated amount of time, can turn into...
by Joe Allaria | Jan 13, 2020 | Article, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning
5 Things the SECURE Act Has Changed for Individuals In December of 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law, triggering several changes for individual investors and employers that offer or have considered...
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