by Joe Allaria CFP®, MBA | Jun 20, 2024 | Article, Portfolio Management
What Does The Stock Market Do in an Election Year? Key Takeaway:During an election year, the stock market tends to behave much like any regular year — with many years producing positive returns — even though volatility often rises as investors react to election...
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 | Apr 20, 2021 | Article, Retirement Planning, Risk Management
Identity Theft & How to Protect Against Cyber Attacks (15 Ways) Key Takeaways: Identity theft is increasingly common, but many cyber losses are preventable with some simple, consistent security habits. Steps like freezing your credit, using strong passwords and...
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...
by Joe Allaria CFP®, MBA | Feb 26, 2021 | Article, Portfolio Management, Retirement Planning
Is the 60/40 Portfolio Dead? Key Takeaway:The classic 60/40 portfolio isn’t “dead,” but with today’s low interest rates, investors should expect lower bond returns than in the past. The 60/40 portfolio has been a common strategy for investors, especially those near...
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