by Joe Allaria | Mar 23, 2021 | Article, Portfolio Management, Retirement Planning, Risk Management
Should I Invest Near a Market High? When the stock market is near an all-time high, some investors decide to exit the stock market, fearing of a possible decline. Although this is a common and logical concern, historical data shows that may not be the most prudent...
by Joe Allaria | Feb 26, 2021 | Article, Portfolio Management, Retirement Planning
Is the 60/40 Portfolio Dead? Portfolios with 60% stocks and 40% bonds have been a staple of investing for the last few decades, but many think these portfolios could face major challenges in the next several years. With interest rates near historic lows, successful...
by Joe Allaria | Nov 30, 2020 | Article, Estate Planning, Retirement Planning, Tax Planning
College Savings: Is a 529 Plan Right for Your Child? A 529 College Savings Plan could be a great way to contribute to your child’s financial future, but is it the best? Tax-advantaged accounts, like 529s, also come with restrictions and less flexibility to offset...
by Joe Allaria | Oct 6, 2020 | Article, Portfolio Management, Retirement Planning
3 Myths About the Stock Market During Election Years Every four years, we are essentially told the fate of the world hangs in the balance of which presidential candidate wins the election. This narrative is used by both major political parties in the U.S. However,...
by Joe Allaria | Sep 28, 2020 | Article, Portfolio Management, Retirement Planning
If Everyone is Selling, Who is Buying? The Great Wealth Transfer has been historically known as the shift of assets from Baby Boomers to their heirs, which some estimate to be in the ballpark of $68 trillion over the next two decades.1 But, I’d like to share about a...
by Joe Allaria | Sep 21, 2020 | Article, Portfolio Management, Retirement Planning, Tax Planning
5 Ways to Get More Money in a Roth IRA When the world feels like it’s on the brink of implosion, it seems trivial to write or think about taxes. But, with the thought that taxes might go up in the future, especially in Illinois, many are wondering how to get more...
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