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June 26, 2019 | Mark Avallone, MBA, CFP®, CRPS®

The Biggest Reasons You Don’t Control Your 401k Costs

I often read about how investors can lower their 401(k) costs, and the suggestion seems to be that participants have the power to control everything in their plan. This is not the case. The structure of a 401(k) plan doesn’t provide participants with all the power they need regarding costs. However, there are a few […]

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April 22, 2019 | Mark Avallone, MBA, CFP®, CRPS®

Risks to the 2019 Stock Market Rally

As Jerry Garcia sang, “What a Long Strange Trip It’s Been.” The same might be said today of the stock market—over the past ten years of market expansion, there have been a lot of wild swings and surprises. Nevertheless, as evidenced by a very strong 2019 first-quarter performance, the bull market in stocks continues. The […]

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April 1, 2019 | Mark Avallone, MBA, CFP®, CRPS®

Five Questions To Ask Yourself When Hiring A Financial Advisor

It’s easy to find tips on how to pick a financial advisor, but it’s harder to know what is best for you. We all see the endless ads from the legacy brokerage firms, banks looking to expand their ‘share of wallet,’ low-cost discount shops, and robo-advisors. Further adding to the confusion is that the industry […]

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February 20, 2019 | Mark Avallone, MBA, CFP®, CRPS®

Credit: Getty

6 Choices When Your 401(k) Plan Terminates

Retirement planning is a major challenge for millions of Americans. Desirable defined benefit retirement plans, also known as pensions, are being phased out. With the demise of pensions, individuals increasingly have to invest their own money to fund their retirement. When an employee is investing their own earnings into a Company-sponsored retirement plan, they are […]

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February 4, 2019 | Mark Avallone, MBA, CFP®, CRPS®

A Super Time To Review Your New Year’s Resolutions

This weekend’s Super Bowl gave us the chance to see the results of a well-designed plan, hard work, and sound execution. Those same qualities also need to be present in order for a financial plan to be successful. But with the realities of work life, kid’s schedules, and social commitments, adhering to financial planning goals […]

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