by Joe Allaria | Oct 9, 2019 | Article, Portfolio Management, Retirement Planning
5 Investing Lessons Football Taught Me As a former athlete, I’ve had the benefit of being around many great coaches over the years, and with great coaches come great one-liners. Although simple, and sometimes cryptic, these teachable sayings carry much weight. Within...
by Joe Allaria | Sep 9, 2019 | Article, Portfolio Management, Retirement Planning, Tax Planning
When Can I Access My Retirement Accounts? When Can I Access My Retirement Accounts? Retirement accounts offer attractive tax benefits that make them a key part to long-term financial planning. However, with those benefits, there are also certain limitations and...
by Joe Allaria | Sep 9, 2019 | Article, Retirement Planning
How the Financial Media Hurts Investors Isn’t it interesting how human beings are drawn to drama? For some reason, we watch the news more when there is a crisis, tragedy, or natural disaster taking place. However, when things seem to be going well, we suddenly become...
by Joe Allaria | Jul 5, 2019 | Article, Portfolio Management, Retirement Planning
Are Annuities Bad for Consumers? Q: Are annuities bad for consumers? A: Like many things in the world of investing, it’s almost impossible to make a broad generalization about a specific investment and then claim that the generalization will apply to everyone. That’s...
by Joe Allaria | Jun 10, 2019 | Article, Portfolio Management, Retirement Planning
What Financial Advice Should I Give My Child? What financial advice should I give my kids? Q: My children are getting older and one just graduated from high school. What is the best advice I can give them about money? A: First off, congratulations to your child on...
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