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5 Bear Market Mistakes to Avoid

5 Bear Market Mistakes to Avoid

by Joe Allaria | Apr 28, 2022 | Article, Portfolio Management, Retirement Planning

Bear markets can make it difficult for investors to stay the course. Stock market volatility and negative headlines give the impression that you should be doing something and poor investor behavior may begin to emerge.  Stock market investing can be emotionally...
Stocks During a War: Should You Worry?

Stocks During a War: Should You Worry?

by Joe Allaria | Mar 8, 2022 | Article, Portfolio Management, Retirement Planning

The Russia-Ukraine conflict has left many investors worried as they wonder what will happen to their stocks during the war. That is why it is especially important during times of heightened volatility and uncertainty to remember the fundamentals of investing and the...
Monte Carlo vs. Linear Planning for Retirement Projections

Monte Carlo vs. Linear Planning for Retirement Projections

by Joe Allaria | Oct 28, 2021 | Article, Retirement Planning

Retirement planning often includes making assumptions on future unknowns. To avoid negative outcomes down the road, it’s best to understand a range of possible outcomes using either Monte Carlo simulations or a series of linear projections. Planning for retirement is...
Annuities: Pros, Cons, and What are They, Anyway?

Annuities: Pros, Cons, and What are They, Anyway?

by Joe Allaria | Sep 28, 2021 | Article, Portfolio Management, Retirement Planning

Some people love them. Some hate them! So, are annuities good or are they bad? The truth is that because there are so many different types of annuities, they cannot all be characterized as either good or bad. Each annuity should be evaluated independently based on...
EQ Beats IQ When Investing

EQ Beats IQ When Investing

by Joe Allaria | Aug 17, 2021 | Article, Portfolio Management, Retirement Planning

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 a high IQ. The ups and...
Medicare: 7 Questions You Should Know How to Answer if You’re Over 60

Medicare: 7 Questions You Should Know How to Answer if You’re Over 60

by Joe Allaria | Jun 29, 2021 | Article, Retirement Planning, Risk Management

Medicare covers millions of Americans, yet is still widely misunderstood. Knowing when to enroll in Medicare, what Medicare covers, and the costs associated are just a few crucial things to know as you approach Medicare eligibility. Despite Medicare insuring millions...
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  • 2021 Review + 2022 Stock Market Predictions
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    CarsonAllaria Wealth Management
    2246 S. State Route 157, Suite 225
    Glen Carbon, IL 62034

    Serving Greater St. Louis

    Contact Us

    Phone Number: 618.288.9505
    Fax Number: 618.288.9506
    Email: info@carsonallaria.com

    About CarsonAllaria Wealth Management

    CarsonAllaria Wealth Management is an independent, Registered Investment Advisor (RIA), registered with the SEC. You can check our firm and our advisors at adviserinfo.sec.gov.

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    All material provided by CarsonAllaria Wealth Management (CAWM or firm) is for informational purposes only. By accessing or otherwise using this website, you agree to be bound by the terms and conditions set forth below.

    Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. Therefore, it should not be assumed that future performance of any specific security, investment product or investment strategy referenced on the website, either directly or indirectly, will be profitable or equal to the corresponding indicated performance level(s).

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    *73% of financial advisors do not have a succession plan. Study conducted by the Financial Planning Association and Janus Henderson Investors. Statistic was cited in the CNBC.com article at https://www.cnbc.com/2019/04/29/a-majority-of-financial-advisors-lack-a-succession-plan.html

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