by Joe Allaria CFP®, MBA | Jan 27, 2021 | Article, Estate Planning, Portfolio Management, Tax Planning
5 Financial Impacts of the Democrat Blue Wave Key Takeaways: Historically, markets have done reasonably well under all political combinations, so a unified Democratic government isn’t a reason by itself to bail on stocks. While higher taxes, more deficit spending, a...
by Joe Allaria CFP®, MBA | Jan 19, 2021 | Article, Portfolio Management
Market Predictions for 2021 and Why To Ignore Them Key Takeaways: Market predictions are often wrong, and following them can push investors into bad moves like trying to time the market. The honest answer to “What will the market do this year?” is: nobody knows with...
by Joe Allaria CFP®, MBA | Oct 6, 2020 | Article, Portfolio Management, Retirement Planning
3 Myths About the Stock Market During Election Years Key Takeaways: Over the long run, the stock market has trended upward under both Republican and Democratic presidents, including the example of $1,000 in the S&P 500 in 1936 growing to over $14 million by the...
by Joe Allaria CFP®, MBA | Sep 28, 2020 | Article, Portfolio Management, Retirement Planning
If Everyone is Selling, Who is Buying? Key Takeaways: The article explains that daily market pricing can make it look like value disappeared, even though big drops are often followed by big rebounds during periods of uncertainty. It argues that when you sell at a...
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