by Joe Allaria | Jul 5, 2019 | Article, Portfolio Management, Retirement Planning
Are Annuities Bad for Consumers? Q: Are annuities bad for consumers? A: Like many things in the world of investing, it’s almost impossible to make a broad generalization about a specific investment and then claim that the generalization will apply to everyone. That’s...
by Joe Allaria | Jun 10, 2019 | Article, Portfolio Management, Retirement Planning
What Financial Advice Should I Give My Child? What financial advice should I give my kids? Q: My children are getting older and one just graduated from high school. What is the best advice I can give them about money? A: First off, congratulations to your child on...
by Joe Allaria | May 7, 2019 | Article, Portfolio Management
Should I De-Risk Near Retirement? Market volatility is not something investors are typically excited about experiencing, regardless of age. However, volatility can become even more stressful as you get closer to retirement. Also, it is often assumed that once you...
by Joe Allaria | May 7, 2019 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management, Tax Planning
Smart Financial Planning for Your Spouse Our mothers have such an important role in all our lives. They tirelessly care for us from infancy to adulthood, usually sacrificing the things they want to do or have for us. The job of a mother is a 24/7, 365,...
by Joe Allaria | Apr 5, 2019 | Article, Portfolio Management
What is Values-Based Investing? What values do you have that you would never want to violate in order to make a profit? You may have heard investment terms like sustainable investing, ESG, and socially responsible investing (SRI). But, what do they all mean?...
by Joe Allaria | Apr 3, 2019 | Article, Portfolio Management
Do Markets Do a Good Job of Pricing Securities? Imagine a jar is filled with a large number of jellybeans and you have to guess the quantity that is inside the jar. It would be a daunting task for anyone. After all, this isn’t something that is necessarily practiced...
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