Here’s to Your Wealth

April 26, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: 5 Strategies To Reduce Investment Taxes

With the tax talk out of Washington signaling higher tax rates on both earned income and investment income, investors would be wise to consider some tax moves. Higher taxes on interest income, capital gains and dividends are all under consideration. In situations like this, it’s often prudent to move before the legislation is passed, so […]

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April 19, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: 3 Reasons A Stock Market Crash Is Unlikely

The long-awaited move into traditional value stocks is well underway, but that doesn’t mean that technology stocks are dead. In my conversation with CNBC’s Frank Holland, I outline reasons why big tech should not be overlooked, and why rising interest rates may not affect market leaders like Oracle, Microsoft, Google, and Facebook. Click Here to […]

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March 30, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: Four Bond Market Risks That Can Impact Your Investment Portfolio

Typically, most investors are concerned about the rise and fall of the stock market. Daily stock market monitoring on the major business news outlets adds to a hyper short-term focus on the Dow Jones Industrial Average or the S&P 500. And yes, stock market moves will likely impact a portfolio more than movements in bonds, […]

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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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