by Joe Allaria | Apr 29, 2020 | Article, Portfolio Management, Tax Planning
What is Tax-Loss Harvesting? The COVID-19 Crisis has had the most profound impact on every member of society, perhaps ever. Investors have been forced to decide what financial moves to make, if any. If you have reasoned in your mind that staying invested and taking no...
by Joe Allaria | Apr 27, 2020 | Article, Portfolio Management
7 Ways to Get COVID-19 Financial Help The COVID-19 pandemic has caused many to look for financial help. With massive shutdowns of non-essential businesses and industries, Americans are in unchartered territory. For those struggling to make ends meet, here are 7 things...
by Joe Allaria | Mar 4, 2020 | Article, Portfolio Management
Staying Invested During Volatile Markets With the recent fluctuations in stocks, investors have been left wondering how to invest during market volatility. Market volatility causes stress, anxiety, and worst of all, doubt. Doubt is what causes investors to question...
by Joe Allaria | Dec 2, 2019 | Article, Portfolio Management, Retirement Planning, Tax Planning
What Tax and Contribution Limit Changes Will Take Place in 2020? More changes are coming for 2020 as contribution limits are set to increase once again. This is good news for those looking to defer more of their income to their retirement accounts. See below for some...
by Joe Allaria | Nov 9, 2019 | Article, Risk Management
Medicare, Medigap, and Medicare Advantage For many, the month of November is the time of year that signifies the end of the year is close, the holidays are coming, and it’s time to get our shopping and household decorating in order. For anyone over the age of 65,...
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