Articles by Mark Avallone, MBA, CFP®, CRPS®, AIF®

February 2, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: How Your Roth IRA Is Like A Fine Bottle Of Wine

Roth IRA’s, subject to certain conditions being met, allow for tax-free growth and tax-free withdrawals. As a result, they have justifiably gained tremendous popularity over the years, and a lot has been written on their benefits. Most of the conversation revolves around the tax advantages as well as who should invest in a Roth IRA. […]

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January 4, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: 3 Questions To Ask Yourself Before You Retire

The concept of retirement is unique to everyone. For millions, retirement is a goal and something to strive for. For others, it creates anxiety. Generally speaking, to address the monumental decisions around how and when to retire, it’s wise to begin those conversations years before your target date. You can also engage with your financial […]

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December 3, 2020 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: 7 Reasons Why The Stock Market May Rise In 2021

2020 has given us a formidable reminder of what volatility feels like. If you’ve been able to persevere as an investor, you are now enjoying the U.S. stock market’s all-time high. However, what matters now is what lies ahead. While the future is unpredictable, here are seven reasons stocks could have a strong year in […]

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September 29, 2020 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: Trump Versus Biden: Who Is Better For The U.S. Stock Market?

It seems everyone is speculating on which will be better for the U.S. stock market: the re-election of President Donald Trump or the election of former Vice President Joe Biden to the Presidency. While opinions can be heated and often driven by one’s political predilections, in reality, the outcome of the election may not matter […]

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July 20, 2020 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: The Fed Is Raising A Spoiled Teenager

Thirteen years ago last month (June 2007), the Fed Funds interest rate peaked at 5.25% and since then has been steadily declining. Apart from one short rate hike cycle in 2018, The Federal Reserve Bank (The Fed), has consistently reduced interest rates and implemented what is known as accommodative monetary policy. This accommodative policy has […]

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June 2, 2020 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: Is This Stock Market Rally Putting Investors At Risk?

Rarely in my career have I seen such polarizing views on the direction of stocks. One view anticipates a slow recovery due to the extremely high levels of unemployment and the uncertain future of a vaccine for Covid-19. The countering view forecasts one of the most rapid financial comebacks in history, largely due to the […]

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May 27, 2020 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: 5 Tips To Help You Prepare For The Next Market Crash

Many stock and bond investors were caught off guard by the swift and severe market downturn earlier this spring. At the market bottom, things looked dismal, and many stock and bond investors panicked. Remember, for every buyer there has to be a seller—and there were folks who sold on March 23rd when the Dow Jones […]

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April 21, 2020 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

BLOG: What Investors Can Do Now

As any investor knows, the COVID-19 virus has recently put the stock market on a vicious roller coaster. After a quick and severe drop of almost 40%, as of April 13, the stock market has recovered almost 30%. Unfortunately, we still need another 20% bounce in order to reach our prior all-time highs. Nevertheless, the […]

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March 14, 2020 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

BLOG: 8 Planning Tips For A More Enjoyable Retirement

As people plan for retirement, it is no longer considered the end of something but rather the beginning of a new adventure and even an exciting phase of life. The individuals and couples that I speak with envision a retirement where they’re engaged in their favorite activities, causes, and passions. This leads to the question, […]

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January 22, 2020 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

BLOG: 4 Risks To The Current Stock Market Rally

Thus far in 2020, the U.S. stock market is off to a virtually uninterrupted, positive start. There are legitimate reasons for stock investors to be optimistic, including an expected increase in corporate earnings as well as continued strength from the U.S. consumer fueled by strong wage growth and low unemployment. The economy is also benefiting […]

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