by Joe Allaria | Jun 30, 2022 | Article, Portfolio Management, Retirement Planning, Risk Management
Retirement Investing Strategies Retirement investing isn’t completely different than investing prior to retirement. The same risks and thought patterns should apply. However, the end strategy will likely look different due to expected withdrawals during the retirement...
by Joe Allaria | Mar 8, 2022 | Article, Portfolio Management, Retirement Planning
What Does War Do To the Stock Market? Should You Worry? The Russia-Ukraine conflict has left many investors worried as they wonder what will happen to their stocks during the war. That is why it is especially important during times of heightened volatility and...
by Joe Allaria | Oct 28, 2021 | Article, Retirement Planning
Monte Carlo vs. Linear Planning for Retirement Projections Retirement planning often includes making assumptions on future unknowns. To avoid negative outcomes down the road, it’s best to understand a range of possible outcomes using either Monte Carlo simulations or...
by Joe Allaria | Sep 28, 2021 | Article, Portfolio Management, Retirement Planning
Annuities: Pros, Cons, and What are They, Anyway? Some people love them. Some hate them! So, are annuities good or are they bad? The truth is that because there are so many different types of annuities, they cannot all be characterized as either good or bad. Each...
by Joe Allaria | Aug 17, 2021 | Article, Portfolio Management, Retirement Planning
EQ vs. IQ When Investing The ups and downs of investing can cause some investors to experience “market fatigue.” It’s not always our balances that get beat down, but our emotions, which is why a high level of EQ (or emotional intelligence) can be more beneficial than...
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