by Joe Allaria | Oct 19, 2020 | Article, Portfolio Management, Tax Planning
Whether you acquired a brokerage account via inheritance, divorce, or simply contributing over time, a brokerage account combines the growth potential of stocks and mutual funds with the liquidity of a savings account. However, while growth can be a good thing, it can...
by Joe Allaria | Oct 6, 2020 | Article, Portfolio Management, Retirement Planning
Every four years, we are essentially told the fate of the world hangs in the balance of which presidential candidate wins the election. This narrative is used by both major political parties in the U.S. However, historical data tells a different narrative, and it’s...
by CarsonAllaria Wealth Management | Aug 17, 2020 | Uncategorized
For anyone who has achieved that state of financial independence, the following does not apply. If you have accumulated enough wealth (or you’re on track to accumulate enough wealth) to meet all of your financial goals, you should enjoy your money. Besides, what is...
by Joe Allaria | May 26, 2020 | Article, Portfolio Management, Retirement Planning
As the world attempts to bounce back from the COVID-19 pandemic, there is still much uncertainty and financial anxiety in the air. In fact, according to a survey done by the National Foundation for Credit Counseling, 69% of Americans age 18 and up reported having...
by Joe Allaria | May 19, 2020 | Article, Portfolio Management, Retirement Planning
You’ve probably heard before that “cash is king.” I have certainly heard it more during the last few months as we’ve endured the COVID-19 crisis. Volatility, uncertainty, and fear has been high. The value of cash, safety, and liquidity has increased. But, the question...
Recent Comments