by Joe Allaria CFP®, MBA | Dec 4, 2018 | Article, Portfolio Management, Retirement Planning
Christmas Cookie Investing There are many treasured parts of the holiday season, including the lights, gifts, and the joyful atmosphere. But, there is one part of the Christmas holiday that seems to be a favorite for those young and old; Christmas cookies. What could...
by Joe Allaria CFP®, MBA | Nov 3, 2018 | Article, Portfolio Management, Retirement Planning
Behavioral Investing Lessons from Vegas A group of advisors from our firm recently attended a conference for 401(k) plan advisors and that conference happened to be in lively Las Vegas, Nevada. We expected the poker tables, blackjack tables, and slot machines, but...
by Joe Allaria CFP®, MBA | Aug 6, 2018 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management, Tax Planning
Why Robots Are Bad Financial Advisors Featured on: In this age of rapidly advancing technology, more and more investors have opted for “DIY” financial planning and robo-advisor investment management platforms. And, with the increasing capabilities of trading...
by Joe Allaria CFP®, MBA | Aug 6, 2018 | Article, Portfolio Management, Retirement Planning
Should I Accept my Pension Buyout Offer? As employees covered by defined pension plans approach retirement, companies are looking for ways to remove themselves from their obligations by offering pension buyouts. For example, instead of providing the retired employee...
by Joe Allaria CFP®, MBA | Jul 3, 2018 | Article, Portfolio Management, Retirement Planning
Am I Prepared for Retirement? After years of conversations with those on the verge of retirement, I’ve noticed a trend that seems to be common among those preparing to step into their golden years. The trend is a need for confirmation; confirmation that all the hard...
by Joe Allaria CFP®, MBA | Jun 4, 2018 | Article, Portfolio Management
Why Did My Investment Strategy Not Work? If you’ve been an investor for a while, you’ve probably experienced times where your investment strategy didn’t seem to work like you thought it would. But, what you may not understand is why exactly did it not work? Maybe your...
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