by Joe Allaria | Aug 17, 2021 | Article, Portfolio Management, Retirement Planning
EQ vs. IQ When Investing The ups and downs of investing can cause some investors to experience “market fatigue.” It’s not always our balances that get beat down, but our emotions, which is why a high level of EQ (or emotional intelligence) can be more beneficial than...
by Joe Allaria | Mar 23, 2021 | Article, Portfolio Management, Retirement Planning, Risk Management
Should I Invest Near a Market High? When the stock market is near an all-time high, some investors decide to exit the stock market, fearing of a possible decline. Although this is a common and logical concern, historical data shows that may not be the most prudent...
by Joe Allaria | Feb 26, 2021 | Article, Portfolio Management, Retirement Planning
Is the 60/40 Portfolio Dead? Portfolios with 60% stocks and 40% bonds have been a staple of investing for the last few decades, but many think these portfolios could face major challenges in the next several years. With interest rates near historic lows, successful...
by Joe Allaria | Jan 27, 2021 | Article, Estate Planning, Portfolio Management, Tax Planning
5 Financial Impacts of the Democrat Blue Wave Democrats swept the 2020 elections, which means investors are evaluating how that could impact their portfolios, taxes, and overall economic recovery. Forecasts are mixed, but investors are encouraged to keep a long-term...
by Joe Allaria | Jan 19, 2021 | Article, Portfolio Management
Market Predictions for 2021 and Why To Ignore Them Every year, investment advisors & other financial “experts” release their market predictions for the upcoming twelve months. Many investors listen. However, these predictions are frequently and sometimes...
by Joe Allaria | Nov 24, 2020 | Article, Portfolio Management
What to Do in Retirement Being able to answer the question “What will I do when I retire” and having a plan for your retirement lifestyle can help you stay engaged and can lead to a healthier and more enjoyable retirement, studies say. Your retirement...
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