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...
by Joe Allaria | May 30, 2019 | Article, Retirement Planning
How Does Your Portfolio Stack Up? 5 Reasons to Stop Caring Regardless of what stage of life you’re in, it’s natural to wonder how your portfolio stacks up to that of your peers. In fact, I’ve received that very question quite often. People will say, “How are we doing...
by Joe Allaria | May 7, 2019 | Article, Portfolio Management
Should I De-Risk Near Retirement? Market volatility is not something investors are typically excited about experiencing, regardless of age. However, volatility can become even more stressful as you get closer to retirement. Also, it is often assumed that once you...
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