Here’s to Your Wealth

December 22, 2016 | Mark Avallone, MBA, CFP®, CRPS®

7 Family Finance Tips To Consider For The New Year

With the New Year fast approaching, many of us are thinking of goals and priorities for the coming year. Personal and family finances should be high on the list of important areas to consider. Spending just a few minutes on some key areas of your financial life can help you start 2017 on the right […]

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December 7, 2016 | Mark Avallone, MBA, CFP®, CRPS®

November-Here’s To Your Wealth

The Markets:  November, at least as far as the stock market is concerned, was the opposite of March: it came in like a lamb and went out like a lion. At the start of the month, there was caution and uncertainty about the election and its impact on the stock market. The conventional wisdom was […]

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November 21, 2016 | Mark Avallone, MBA, CFP®, CRPS®

Are Your Kids Financially Literate? Four Ways To Teach The Value Of A Dollar

Financial literacy can be learned at any age, but the earlier we start teaching our kids, the better prepared they will be for their adult lives. A recent Gallup Poll found that “financial literacy is crucial for students to successfully navigate their futures.” Gallup measured the level of “financial literacy” in students grades five through 12 […]

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November 4, 2016 | Mark Avallone, MBA, CFP®, CRPS®

October-Here’s To Your Wealth

The Markets:  Like millions of Americans, the U.S. stock market seems to be waiting for the U.S. election for clues on what will happen next. After a sharp January – February 2016 decline followed by an immediate rebound, the end result is that several of the U.S. stock market indices are up only low single […]

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October 31, 2016 | Mark Avallone, MBA, CFP®, CRPS®

How 529 Plans Can Help Reduce Taxes And Pay For College

Whatever the time of year, paying for college is usually on the minds of parents. For the middle class it is especially daunting. The wealthy usually have the means to afford the $50,000 to $60,000 annual cost at some private colleges. And, if a talented student is from an impoverished background, there are ways (grants, […]

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October 19, 2016 | Mark Avallone, MBA, CFP®, CRPS®

4 Financial Strategies to Consider Before Year End

With the start of the fourth quarter, it’s a good time to make sure we are executing on our 2016 financial strategies before year end. For some goals, the calendar year end is more of a guideline, but for others, December 31st is a firm deadline. Maximize your employer’s matching contribution in your 401(k) plan. […]

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September 29, 2016 | Mark Avallone, MBA, CFP®, CRPS®

September: Here’s To Your Wealth

After some August doldrums, September is witnessing a return to higher stock market volatility.  While it’s probably prudent for long-term investors to stay the course and not get too fancy with market timing, for those with shorter time horizons or lower risk tolerances it might be prudent to carefully examine what is inside their investment […]

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September 14, 2016 | Mark Avallone, MBA, CFP®, CRPS®

Are Low Interest Rates Hurting Or Helping You?

To raise or not to raise? That has been the question for most of the past few years if you are a voting member of the Federal Open Market Committee (FOMC). The FOMC is the arm of the Federal Reserve Bank that votes on the direction of interest rates. The challenge is that while the […]

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September 8, 2016 | Mark Avallone, MBA, CFP®, CRPS®

August-Here’s To Your Wealth

To raise or not to raise? That has been the question for most of the past few years if you are a voting member of the Federal Open Market Committee (FOMC). The FOMC is the arm of the Federal Reserve Bank that votes on what they want to do with interest rates. The challenge is […]

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August 30, 2016 | Mark Avallone, MBA, CFP®, CRPS®

Financial Tips For Parents With Students Heading To College

To paraphrase Jim Morrison, summer’s almost gone. While it was hopefully fun filled and full of great memories, for many young people this summer was also a chance to earn a few dollars before heading back to college. During the summer, the labor force participation (LFP) rate among youth aged 16 to 24 generally increases. […]

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