by Joe Allaria | Jun 20, 2024 | Article, Portfolio Management
Anxiety tends to be high in presidential election years, as investors fear the financial impact of political outcomes. However, historical data shows no pattern that indicates election year returns are significantly different from non-election years. As the 2024...
by Joe Allaria | Apr 10, 2024 | Article, Estate Planning, Portfolio Management
Navigating the complexities of caring for aging parents is a common challenge for many individuals in their 50s and 60s today. One significant aspect of this responsibility involves managing the financial accounts of aging loved ones. This article delves into the...
by Joe Allaria | Mar 15, 2024 | Article, Portfolio Management
Social Security is facing a crisis as it heads toward insolvency by 2034. If no changes are made, all Americans would face a 20% cut in benefits across the board. However, there are several possible solutions, but time is of the essence. In today’s uncertain...
by Joe Allaria | Feb 14, 2024 | Article, Portfolio Management
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 difficult to predict future...
by Joe Allaria | Mar 3, 2023 | Article, Portfolio Management
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 predictions end up being wildly inaccurate, yet they keep...
by Joe Allaria | Dec 27, 2022 | Article, Portfolio Management
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 important to note that although not all recessions...
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