by Joe Allaria CFP®, MBA | Apr 10, 2024 | Article, Estate Planning, Portfolio Management
Assets and Aging: Should Parents & Adult Children Co-Own Assets? Key Takeaway: Co-owning assets with an aging parent is usually not recommended because it can create tax problems, expose the assets to the child’s risks, and unintentionally override the parent’s...
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 Key Takeaways: Most stock market “expert” predictions are wildly inaccurate, even in years like 2022 when markets dropped sharply. Basing your investments on these forecasts can lead to costly market-timing...
by Joe Allaria CFP®, MBA | Dec 27, 2022 | Article, Portfolio Management
Don’t Fear a Recession, but be Prepared Key Takeaways: Recessions are a normal, recurring part of the economic cycle, and history shows they’ve always been followed by recoveries and market rallies. The last three U.S. recessions varied in cause and severity,...
by Joe Allaria CFP®, MBA | Nov 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
Year-End Strategies to Lower Taxes & Optimize Investments Key Takeaways: As the year ends, it’s a smart time to review your finances and use strategies that can lower your tax bill and strengthen your overall plan. Tactics like maximizing retirement...
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