by Joe Allaria CFP®, MBA | Oct 19, 2020 | Article, Portfolio Management, Tax Planning
5 Smart Tax Moves for your Brokerage Account Key Takeaways: Use your brokerage account as a funding source to max out tax-advantaged accounts like a Roth IRA, a 401(k), and an HSA so more growth happens with better tax treatment. If you give to charity, donating...
by Joe Allaria CFP®, MBA | Oct 6, 2020 | Article, Portfolio Management, Retirement Planning
3 Myths About the Stock Market During Election Years Key Takeaways: Over the long run, the stock market has trended upward under both Republican and Democratic presidents, including the example of $1,000 in the S&P 500 in 1936 growing to over $14 million by the...
by Joe Allaria CFP®, MBA | May 26, 2020 | Article, Portfolio Management, Retirement Planning
How to Free Yourself from Financial Anxiety Key Takeaways: Feeling financial anxiety is normal, especially during uncertain times like the COVID-19 pandemic. Reduce the unknowns by taking a clear inventory of your assets, debts, income, and expenses so you know where...
by Joe Allaria CFP®, MBA | May 19, 2020 | Article, Portfolio Management, Retirement Planning
Is Cash King? Key Takeaway: In the article, cash is “king” mainly for near-term safety (a solid emergency fund or upcoming spending), but for long-term goals it can hurt returns if fear keeps you out of the market, so cash should match your time horizon and withdrawal...
by Joe Allaria CFP®, MBA | Apr 27, 2020 | Article, Portfolio Management
7 Ways to Get COVID-19 Financial Help Key Takeaways: Review your budget, cut unnecessary spending, and consider paying only minimum debt payments temporarily to build cash reserves. Use CARES Act options to improve cash flow, like mortgage forbearance on federally...
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