by Joe Allaria CFP®, MBA | Jul 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
Should I Do a Roth Conversion? Key Takeaway: It depends on your tax situation whether or not you should do a Roth conversion. A Roth conversion can be smart if you expect higher taxes later and can pay the tax with non-retirement money, but it may backfire if it...
by Joe Allaria CFP®, MBA | Apr 28, 2022 | Article, Portfolio Management, Retirement Planning
5 Mistakes in a Bear Market to Avoid Key Takeaways: In a bear market, the urge to “do something” often leads to harmful decisions, so staying disciplined with a solid, diversified plan is usually wiser. Constantly watching scary headlines and checking your account...
by Joe Allaria CFP®, MBA | Mar 8, 2022 | Article, Portfolio Management, Retirement Planning
What Does War Do To the Stock Market? Should You Worry? Key Takeaways: War and other global crises are scary, but history shows markets have repeatedly absorbed these shocks and moved on over time. Reacting to headline-driven fear by selling or trying to time the...
by Joe Allaria CFP®, MBA | Jan 25, 2022 | Article, Portfolio Management
2021 Review + 2022 Stock Market Predictions Key Takeaways: Year after year, Wall Street and media stock market predictions miss the mark, even when they sound confident and data-driven. Chasing or reacting to these forecasts can lead investors to bad timing decisions...
by Joe Allaria CFP®, MBA | Dec 29, 2021 | Article, Portfolio Management, Risk Management
Health Savings Accounts: A Best-Kept Secret? Key Takeaways: A Health Savings Account (HSA) is a tax-advantaged account that lets you contribute pre-tax, grow money tax-free, and take tax-free withdrawals for qualified medical expenses. To use an HSA, you must be on a...
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