by Joe Allaria CFP®, MBA | Feb 26, 2021 | Article, Portfolio Management, Retirement Planning
Is the 60/40 Portfolio Dead? Portfolios with 60% stocks and 40% bonds have been a staple of investing for the last few decades, but many think these portfolios could face major challenges in the next several years. With interest rates near historic lows, successful...
by Joe Allaria CFP®, MBA | Nov 3, 2020 | Article, Portfolio Management
Investment Help with 3 Simple Questions The stock market can seem simple for some and leave others searching for investment help. However, a “good” investing outcome can be achieved in many ways. But, it’s your mindset, expectations about investing, and the way...
by Joe Allaria CFP®, MBA | Oct 6, 2020 | Article, Portfolio Management, Retirement Planning
3 Myths About the Stock Market During Election Years Every four years, we are essentially told the fate of the world hangs in the balance of which presidential candidate wins the election. This narrative is used by both major political parties in the U.S. However,...
by Joe Allaria CFP®, MBA | Sep 28, 2020 | Article, Portfolio Management, Retirement Planning
If Everyone is Selling, Who is Buying? The Great Wealth Transfer has been historically known as the shift of assets from Baby Boomers to their heirs, which some estimate to be in the ballpark of $68 trillion over the next two decades.1 But, I’d like to share about a...
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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