by Joe Allaria CFP®, MBA | Nov 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
Year-End Strategies to Lower Taxes & Optimize Investments When a new year is approaching, that means the window for certain opportunities is closing. Taking advantage of a few simple year-end strategies can help save you taxes and increase your bottom line. The...
by Joe Allaria CFP®, MBA | Jul 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
Should I Do a Roth Conversion? Roth conversions are the repositioning of assets in a Traditional IRA or qualified employer sponsored retirement plan to a Roth IRA. This strategy could make sense for investors even as they approach retirement, but it’s important...
by Joe Allaria CFP®, MBA | Apr 28, 2022 | Article, Portfolio Management, Retirement Planning
5 Mistakes in a Bear Market to Avoid 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...
by Joe Allaria CFP®, MBA | Mar 8, 2022 | Article, Portfolio Management, Retirement Planning
What Does War Do To the Stock Market? Should You Worry? 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...
by Joe Allaria CFP®, MBA | Oct 28, 2021 | Article, Retirement Planning
Monte Carlo vs. Linear Planning for Retirement Projections 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...
by Joe Allaria CFP®, MBA | Sep 28, 2021 | Article, Portfolio Management, Retirement Planning
Annuities: Pros, Cons, and What are They, Anyway? 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...
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