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 | Jun 29, 2021 | Article, Retirement Planning, Risk Management
7 Medicare Questions You Should Know How to Answer if You’re Over 60 Key Takeaways: Medicare is widely misunderstood, so it’s important to know what it is, how Parts A, B, C, and D work, and what they do and don’t cover before you enroll. Your premiums,...
by Joe Allaria CFP®, MBA | May 31, 2021 | Article, Retirement Planning
7 Social Security Mistakes & How to Avoid Them Key Takeaways: Social Security is more complex than most people realize, and common mistakes—like filing too early or overlooking spousal, survivor, or divorced benefits—can cost you thousands over your lifetime. You...
by Joe Allaria CFP®, MBA | Apr 20, 2021 | Article, Retirement Planning, Risk Management
Identity Theft & How to Protect Against Cyber Attacks (15 Ways) Key Takeaways: Identity theft is increasingly common, but many cyber losses are preventable with some simple, consistent security habits. Steps like freezing your credit, using strong passwords and...
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...
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