by Joe Allaria CFP®, MBA | Aug 17, 2021 | Article, Portfolio Management, Retirement Planning
EQ vs. IQ When Investing Key Takeaways: Successful investing depends more on managing your emotions than having a high IQ, because fear and “market fatigue” often lead to bad decisions. Raising your investing EQ starts with knowing how you and your portfolio react to...
by Joe Allaria CFP®, MBA | Mar 23, 2021 | Article, Portfolio Management, Retirement Planning, Risk Management
Should I Invest Near a Market High? Key Takeaways: Even when markets are near all-time highs, history shows they often keep going up over time, so “waiting for a dip” can mean missing growth. Trying to perfectly time your entry into the market is nearly impossible and...
by Joe Allaria CFP®, MBA | Feb 26, 2021 | Article, Portfolio Management, Retirement Planning
Is the 60/40 Portfolio Dead? Key Takeaway:The classic 60/40 portfolio isn’t “dead,” but with today’s low interest rates, investors should expect lower bond returns than in the past. The 60/40 portfolio has been a common strategy for investors, especially those near...
by Joe Allaria CFP®, MBA | Jan 27, 2021 | Article, Estate Planning, Portfolio Management, Tax Planning
5 Financial Impacts of the Democrat Blue Wave Key Takeaways: Historically, markets have done reasonably well under all political combinations, so a unified Democratic government isn’t a reason by itself to bail on stocks. While higher taxes, more deficit spending, a...
by Joe Allaria CFP®, MBA | Jan 19, 2021 | Article, Portfolio Management
Market Predictions for 2021 and Why To Ignore Them Key Takeaways: Market predictions are often wrong, and following them can push investors into bad moves like trying to time the market. The honest answer to “What will the market do this year?” is: nobody knows with...
by Joe Allaria CFP®, MBA | Nov 24, 2020 | Article, Portfolio Management
What to Do in Retirement Key Takeaways: Retirement usually feels better (and lasts longer) when you’re retiring to something—purpose, people, and a plan—not just away from work. A satisfying retirement often comes from intentionally building structure: how you’ll...
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