by Joe Allaria CFP®, MBA | Mar 15, 2024 | Article, Portfolio Management
Social Security Benefits: Will I Get Any? Key Takeaway:Yes — if you’ve worked enough years to earn enough Social Security credits (generally 40 credits, roughly 10 years of work), you’re likely to receive benefits under the current rules. In today’s uncertain...
by Joe Allaria CFP®, MBA | Feb 14, 2024 | Article, Portfolio Management
2024 Stock Market Predictions Key Takeaway:The 2024 stock-market predictions article emphasizes that forecasts vary wildly — some expect double-digit gains while others call for losses — which underscores how unpredictable markets are. As we step into the unknown...
by Joe Allaria CFP®, MBA | 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 CFP®, MBA | 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 CFP®, MBA | 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 CFP®, MBA | 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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