by Joe Allaria CFP®, MBA | Aug 14, 2018 | Retirement Planning, Video
5 Mistakes to Avoid for Retirees Avoiding Common Retirement Mistakes You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these five common mistakes when you retire. Mistake #1: Retiring Too Soon Don’t retire...
by Joe Allaria CFP®, MBA | 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 Dimensional Fund Advisors | May 6, 2018 | Article, Portfolio Management, Retirement Planning
Sailing with the Tides Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised....
by Joe Allaria CFP®, MBA | Apr 6, 2018 | Article
Q&A: What is a Trade War and How Could it Affect the Stock Market? If you’ve tuned in to the financial media recently, which we usually do not recommend, you’ve surely seen talks and fears around a “trade war” between the United States and China. We’ve already...
by Joe Allaria CFP®, MBA | Mar 5, 2018 | Article, Tax Planning
Q&A: It’s Tax Season. What Do I Need to Know? Tax season can be a busy and confusing time of year. With the Tax Cuts and Jobs Act of 2017 being signed into law in late 2017, this year’s tax season is perhaps even more confusing than usual. To help, we have...
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