Here’s to Your Wealth

November 13, 2017 | Mark Avallone, MBA, CFP®, CRPS®

Why Now may be a Bad Time for a Roth Conversion

Roth IRAs and Roth 401(k) plans represent one of the few tax advantaged ways for Americans to invest. These Roth investment products allow you to make an after-tax contribution into an investment account. Subject to certain terms and conditions, they also allow for tax-free growth and tax-free withdrawal of dividends, interest, and capital gains. In […]

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October 18, 2017 | Mark Avallone, MBA, CFP®, CRPS®

The Economic Impacts Of Recent Hurricanes And Tax Reform

The release of the September jobs report, which showed a net decline of 33,000 jobs, has caused some concern that the U.S. economy might be slowing. However, a closer look at the data shows otherwise. In the same report, we saw the nascent trend of wage growth continuing. For the past twelve months, average hourly earnings […]

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October 6, 2017 | Mark Avallone, MBA, CFP®, CRPS®

10 Quick Year-End Financial Planning Tips

With the fourth quarter of the year upon us, it can be a smart time to take inventory of your financial situation. Here are 10 easy steps to complete an effective assessment. 1.    Assess your 2017 plan progress. Look at any areas of your 2017 written financial plan that you have not yet accomplished and […]

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September 13, 2017 | Mark Avallone, MBA, CFP®, CRPS®

How Employers Are Helping Their Employees Retire

Employers are becoming increasingly concerned about the financial well-being of their employees, and they are expanding how they demonstrate their loyalty. Employers large and small are offering programs such as robust health insurance plans, on-site daycare, after school care, flexible work hours, Health Savings Accounts (HSA’s), and the ability to work remotely. Some companies also […]

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August 25, 2017 | Mark Avallone, MBA, CFP®, CRPS®

8 Financial Tips for the Back to School Season

According to the Huntington Bank Backpack Index, the cost of school supplies increased 88% from 2007 to 2016, and their recently released 2017 report anticipates increases of 1.0% for elementary and 4.6% for middle schoolers this coming school year. Even so, there are reasons that parents can feel good about back-to-school shopping: 1. It’s an […]

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August 17, 2017 | Mark Avallone, MBA, CFP®, CRPS®

Why An Interest Rate Hike Will Not Stop The Stock Market Rally

The markets continue to climb a wall of worry with only the spectre of fire and fury from a fierce conflict with North Korea dampening the enthusiasm for stocks. Interestingly, as of August 14th the South Korean stock market, as measured by the KOSPI index, was up over 16% for the past year (Source: Bloomberg), […]

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July 14, 2017 | Mark Avallone, MBA, CFP®, CRPS®

Why International Stocks May Continue To Outperform In 2017

When asked how he was able to be such a successful hitter, baseball great Willie Keeler famously responded “I hit them where they ain’t!” In other words, he saw an opening that others weren’t watching, and he aimed for it. Applied to investing, that same philosophy can sometimes eventually pay off. For example, consider international […]

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June 7, 2017 | Mark Avallone, MBA, CFP®, CRPS®

May- Here’s To Your Wealth

In A Tale of Two Cities, Charles Dickens famously writes “it was the best of times, it was the worst of times.” Today, depending on where you get your news, you might agree with either perspective. While some channels and websites report chaos, collusion, corruption, and ineptitude, others report a picture of leadership, reopened factories, promises […]

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May 24, 2017 | Mark Avallone, MBA, CFP®, CRPS®

5 Questions Millennials And Recent Grads Should Ask Their Employers

Millennials have been more comfortable with mobility and job changes than any prior generation. But with that comfort comes the responsibility of understanding employee benefits and considering the role of those benefits in your overall compensation package. Here are five important questions that recent grads can raise during the job interview process. 1. When does […]

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May 5, 2017 | Mark Avallone, MBA, CFP®, CRPS®

April- Here’s To Your Wealth

Despite the abundance of bad news around the world and relentless headlines back home, the U.S. stock market continues to climb higher. According to BTN Research, through the first four months of 2017, the total return of the S&P 500 (i.e., through 4/28/17) is +7.2%, north of its +3.5% average return for the first 4-months […]

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