by Joe Allaria | Nov 3, 2020 | Article, Portfolio Management
Investment Help with 3 Simple Questions The stock market can seem simple for some and leave others searching for investment help. However, a “good” investing outcome can be achieved in many ways. But, it’s your mindset, expectations about investing, and the way...
by Joe Allaria | Oct 19, 2020 | Article, Portfolio Management, Tax Planning
5 Smart Tax Moves for your Brokerage Account Whether you acquired a brokerage account via inheritance, divorce, or simply contributing over time, a brokerage account combines the growth potential of stocks and mutual funds with the liquidity of a savings account....
by Joe Allaria | Oct 6, 2020 | Article, Portfolio Management, Retirement Planning
3 Myths About the Stock Market During Election Years Every four years, we are essentially told the fate of the world hangs in the balance of which presidential candidate wins the election. This narrative is used by both major political parties in the U.S. However,...
by Joe Allaria | Sep 28, 2020 | Article, Portfolio Management, Retirement Planning
If Everyone is Selling, Who is Buying? The Great Wealth Transfer has been historically known as the shift of assets from Baby Boomers to their heirs, which some estimate to be in the ballpark of $68 trillion over the next two decades.1 But, I’d like to share about a...
by Joe Allaria | Sep 21, 2020 | Article, Portfolio Management, Retirement Planning, Tax Planning
5 Ways to Get More Money in a Roth IRA When the world feels like it’s on the brink of implosion, it seems trivial to write or think about taxes. But, with the thought that taxes might go up in the future, especially in Illinois, many are wondering how to get more...
by Joe Allaria | Aug 17, 2020 | Article, Portfolio Management, Retirement Planning
The 3 Biggest Surprises of Retirement Retirement presents many unknowns for those planning to enter their “golden years.” As it goes, more uncertainty tends to result in more anxiety. However, some components of retirement aren’t quite what they seem. Here are three...
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