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 | Oct 28, 2021 | Article, Retirement Planning
Monte Carlo vs. Linear Planning for Retirement Projections Key Takeaways: Monte Carlo simulations show a wide range of possible retirement outcomes using thousands of randomized scenarios, but their complexity can make them hard to interpret. Simple linear projections...
by Joe Allaria CFP®, MBA | Sep 28, 2021 | Article, Portfolio Management, Retirement Planning
Annuities: Pros, Cons, and What are They, Anyway? Key Takeaways: Annuities are insurance contracts that can offer tax-deferred growth and guaranteed income, but different types work very differently and need to be evaluated on their own. The main drawbacks of...
by Joe Allaria CFP®, MBA | Aug 17, 2021 | Article, Portfolio Management, Retirement Planning
EQ vs. IQ When Investing Key Takeaways: Successful investing depends more on managing your emotions than having a high IQ, because fear and “market fatigue” often lead to bad decisions. Raising your investing EQ starts with knowing how you and your portfolio react to...
by Joe Allaria CFP®, MBA | Mar 23, 2021 | Article, Portfolio Management, Retirement Planning, Risk Management
Should I Invest Near a Market High? Key Takeaways: Even when markets are near all-time highs, history shows they often keep going up over time, so “waiting for a dip” can mean missing growth. Trying to perfectly time your entry into the market is nearly impossible and...
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