by Joe Allaria CFP®, MBA | Jan 19, 2021 | Article, Portfolio Management
Market Predictions for 2021 and Why To Ignore Them Key Takeaways: Market predictions are often wrong, and following them can push investors into bad moves like trying to time the market. The honest answer to “What will the market do this year?” is: nobody knows with...
by Joe Allaria CFP®, MBA | Nov 30, 2020 | Article, Estate Planning, Retirement Planning, Tax Planning
College Savings: Is a 529 Plan Right for Your Child? Key Takeaways: A 529 plan is popular because earnings can grow tax-deferred and qualified withdrawals can be tax-free, and anyone can contribute with flexibility to change beneficiaries. The downside is the strict...
by Joe Allaria CFP®, MBA | Nov 24, 2020 | Article, Portfolio Management
What to Do in Retirement Key Takeaways: Retirement usually feels better (and lasts longer) when you’re retiring to something—purpose, people, and a plan—not just away from work. A satisfying retirement often comes from intentionally building structure: how you’ll...
by Joe Allaria CFP®, MBA | Nov 3, 2020 | Article, Portfolio Management
Investment Help with 3 Simple Questions Key Takeaways: Decide whether you’re trying to beat the market or simply match it, because that choice shapes your entire strategy. Define what you mean by “the market” so you’re measuring performance against the right...
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...
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