by Joe Allaria CFP®, MBA | Aug 25, 2025 | Article, Portfolio Management, Risk Management
The Right Way to Diversify Your Investment Portfolio Key Takeaways: Real diversification isn’t just owning many funds — it means ensuring the underlying assets are truly different in industry, size, geography, etc., to avoid overlapping exposures. Owning multiple...
by Joe Allaria CFP®, MBA | Jul 25, 2025 | Article, Portfolio Management, Retirement Planning
How to Get on Track for Retirement Key Takeaway: Get on track for retirement by saving early, increasing contributions over time, investing in a diversified portfolio, and, if needed, working a bit longer to boost both savings and benefits. According to a survey done...
by Joe Allaria CFP®, MBA | Apr 1, 2025 | Article, Portfolio Management, Risk Management, Tax Planning, Video
Estate Planning in Illinois: Everything You Need to Know Key Takeaways: Estate planning in Illinois isn’t just for the wealthy — everyone, no matter their age or assets, benefits from having a plan to clarify how their property, finances, and medical decisions will be...
by Joe Allaria CFP®, MBA | Mar 17, 2025 | Article, Portfolio Management, Risk Management, Tax Planning, Video
How Tariffs Could Impact Your Investments, Retirement, and Everyday Expenses Key Takeaway: Tariffs raise prices on everyday goods and create market uncertainty, which can strain your budget and increase volatility in your investment and retirement accounts. In recent...
by Joe Allaria CFP®, MBA | Feb 25, 2025 | Article, Portfolio Management, Retirement Planning, Video
2025 Stock Market Predictions Key Takeaway: 2025 may not deliver another blockbuster rally — most gains are likely to be modest, and many experts expect the market to tread water or see only a small uptick. The Truth About Market Predictions: Why Most Experts Get It...
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