by Joe Allaria CFP®, MBA | Jul 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
Should I Do a Roth Conversion? Roth conversions are the repositioning of assets in a Traditional IRA or qualified employer sponsored retirement plan to a Roth IRA. This strategy could make sense for investors even as they approach retirement, but it’s important...
by Joe Allaria CFP®, MBA | Apr 28, 2022 | Article, Portfolio Management, Retirement Planning
5 Mistakes in a Bear Market to Avoid Bear markets can make it difficult for investors to stay the course. Stock market volatility and negative headlines give the impression that you should be doing something and poor investor behavior may begin to emerge. Stock...
by Joe Allaria CFP®, MBA | Mar 8, 2022 | Article, Portfolio Management, Retirement Planning
What Does War Do To the Stock Market? Should You Worry? The Russia-Ukraine conflict has left many investors worried as they wonder what will happen to their stocks during the war. That is why it is especially important during times of heightened volatility and...
by Joe Allaria CFP®, MBA | Jan 25, 2022 | Article, Portfolio Management
2021 Review + 2022 Stock Market Predictions At the beginning of every year, we see stock market predictions being released by financial institutions, fund managers, financial media personnel, and other financial “experts.” Most of these predictions end up being wildly...
by Joe Allaria CFP®, MBA | Dec 29, 2021 | Article, Portfolio Management, Risk Management
Health Savings Accounts: A Best-Kept Secret? Health Savings Accounts (HSAs) are somewhat of a hidden gem in the investment world. Many people may have heard of an HSA before, but few are aware of how beneficial they can be. In many of my own client interactions, I...
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