by Joe Allaria CFP®, MBA | Nov 3, 2020 | Article, Portfolio Management
Investment Help with 3 Simple Questions Key Takeaways: Decide whether you’re trying to beat the market or simply match it, because that choice shapes your entire strategy. Define what you mean by “the market” so you’re measuring performance against the right...
by Joe Allaria CFP®, MBA | Oct 19, 2020 | Article, Portfolio Management, Tax Planning
5 Smart Tax Moves for your Brokerage Account Key Takeaways: Use your brokerage account as a funding source to max out tax-advantaged accounts like a Roth IRA, a 401(k), and an HSA so more growth happens with better tax treatment. If you give to charity, donating...
by Joe Allaria CFP®, MBA | Oct 6, 2020 | Article, Portfolio Management, Retirement Planning
3 Myths About the Stock Market During Election Years Key Takeaways: Over the long run, the stock market has trended upward under both Republican and Democratic presidents, including the example of $1,000 in the S&P 500 in 1936 growing to over $14 million by the...
by Joe Allaria CFP®, MBA | Sep 28, 2020 | Article, Portfolio Management, Retirement Planning
If Everyone is Selling, Who is Buying? Key Takeaways: The article explains that daily market pricing can make it look like value disappeared, even though big drops are often followed by big rebounds during periods of uncertainty. It argues that when you sell at a...
by Joe Allaria CFP®, MBA | Sep 21, 2020 | Article, Portfolio Management, Retirement Planning, Tax Planning
5 Ways to Get More Money in a Roth IRA Key Takeaways: If you’re eligible, the simplest way to add to a Roth IRA is to contribute from earned income, but higher income can limit or phase out direct Roth contributions. If you make too much to contribute directly, the...
by Joe Allaria CFP®, MBA | Aug 17, 2020 | Article, Portfolio Management, Retirement Planning
The 3 Biggest Surprises of Retirement Key Takeaways: Many retirees find they’re busier and more engaged at first, but a long-term plan matters because travel and hobbies can fade and leave a lifestyle void. Medicare at 65 often surprises people by being relatively...
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