by Joe Allaria | Nov 3, 2018 | Article, Portfolio Management, Retirement Planning
Behavioral Investing Lessons from Vegas A group of advisors from our firm recently attended a conference for 401(k) plan advisors and that conference happened to be in lively Las Vegas, Nevada. We expected the poker tables, blackjack tables, and slot machines, but...
by Joe Allaria | Oct 5, 2018 | Article, Retirement Planning, Tax Planning
Lowering Taxes with QCDs You may have heard that that IRS requires individuals over the age of 70 ½ to begin taking distributions on their tax-deferred retirement accounts, forcing them to pay taxes on a portion of their IRAs, 401(k)s, etc. during their lifetime....
by Joe Allaria | Aug 6, 2018 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management, Tax Planning
Why Robots Are Bad Financial Advisors Featured on: In this age of rapidly advancing technology, more and more investors have opted for “DIY” financial planning and robo-advisor investment management platforms. And, with the increasing capabilities of trading...
by Joe Allaria | Aug 6, 2018 | Article, Portfolio Management, Retirement Planning
Should I Accept my Pension Buyout Offer? As employees covered by defined pension plans approach retirement, companies are looking for ways to remove themselves from their obligations by offering pension buyouts. For example, instead of providing the retired employee...
by Joe Allaria | Jul 3, 2018 | Article, Portfolio Management, Retirement Planning
Am I Prepared for Retirement? After years of conversations with those on the verge of retirement, I’ve noticed a trend that seems to be common among those preparing to step into their golden years. The trend is a need for confirmation; confirmation that all the hard...
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