by Joe Allaria | Jun 20, 2024 | Article, Portfolio Management
What Does The Stock Market Do in an Election Year? Anxiety tends to be high in presidential election years, as investors fear the financial impact of political outcomes. However, historical data shows no pattern that indicates election year returns are significantly...
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 | Apr 20, 2021 | Article, Retirement Planning, Risk Management
Identity Theft & How to Protect Against Cyber Attacks (15 Ways) Cybersecurity may not often be included as part of wealth management, but poor practices could lead to significant financial loss. However, many cases of identity theft can be prevented with prudent...
by Joe Allaria | Mar 23, 2021 | Article, Portfolio Management, Retirement Planning, Risk Management
Should I Invest Near a Market High? When the stock market is near an all-time high, some investors decide to exit the stock market, fearing of a possible decline. Although this is a common and logical concern, historical data shows that may not be the most prudent...
by Joe Allaria | 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...
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