by Joe Allaria CFP®, MBA | Jan 25, 2022 | Article, Portfolio Management
2021 Review + 2022 Stock Market Predictions At the beginning of every year, we see stock market predictions being released by financial institutions, fund managers, financial media personnel, and other financial “experts.” Most of these predictions end up being wildly...
by Joe Allaria CFP®, MBA | Dec 29, 2021 | Article, Portfolio Management, Risk Management
Health Savings Accounts: A Best-Kept Secret? Health Savings Accounts (HSAs) are somewhat of a hidden gem in the investment world. Many people may have heard of an HSA before, but few are aware of how beneficial they can be. In many of my own client interactions, I...
by Joe Allaria CFP®, MBA | Dec 11, 2021 | Article, Tax Planning
Charitable Donations Using Stock, Not Cash Charitable donations can help lower taxable income for those that itemize deductions, and donating appreciated shares of stock instead of cash could also help eliminate capital gains to the stockholder. Making charitable...
by Joe Allaria CFP®, MBA | May 26, 2020 | Article, Portfolio Management, Retirement Planning
How to Free Yourself from Financial Anxiety As the world attempts to bounce back from the COVID-19 pandemic, there is still much uncertainty and financial anxiety in the air. In fact, according to a survey done by the National Foundation for Credit Counseling, 69% of...
by Joe Allaria CFP®, MBA | May 19, 2020 | Article, Portfolio Management, Retirement Planning
Is Cash King? You’ve probably heard before that “cash is king.” I have certainly heard it more during the last few months as we’ve endured the COVID-19 crisis. Volatility, uncertainty, and fear has been high. The value of cash, safety, and liquidity has increased....
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