by Joe Allaria | Mar 15, 2024 | Article, Portfolio Management
Social Security Benefits: Will I Get Any? 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...
by Joe Allaria | Feb 14, 2024 | Article, Portfolio Management
2024 Stock Market Predictions 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...
by Joe Allaria | Mar 3, 2023 | Article, Portfolio Management
2023 Stock Market Predictions and Why You Should Ignore Them 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...
by Joe Allaria | Dec 27, 2022 | Article, Portfolio Management
Don’t Fear a Recession, but be Prepared 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...
by Joe Allaria | Nov 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
Year-End Strategies to Lower Taxes & Optimize Investments When a new year is approaching, that means the window for certain opportunities is closing. Taking advantage of a few simple year-end strategies can help save you taxes and increase your bottom line. The...
by Joe Allaria | Jul 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
Should I Do a Roth Conversion? Roth conversions are the repositioning of assets in a Traditional IRA or qualified employer sponsored retirement plan to a Roth IRA. This strategy could make sense for investors even as they approach retirement, but it’s important...
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