Our Blog
Debate Starts on Capital Gains Tax: What to expect and why.
Provided by Adam P. Liquori Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those Americans who...
Inflation & the Real Rate of Return
Is your money gaining or losing purchasing power? Provided by Adam P. Liquori The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation. The real rate of return indicates whether you are...
The Whims of Wall Street: What to know about shifting market attention, and investor burnout.
Provided by Adam P. Liquori It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead. Wall Street’s focus on taxes...
Group Life for a Growing Business?
Companies adding employee benefits may want to consider it. Provided by Adam P. Liquori As companies grow and add employees, they also add employee benefits. Retirement and medical plans can be provided, but what about group life insurance? Group life on the menu?...
Countdown to College: Things to consider as a parent of a future college student.
As a parent, of course you want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as it once was....
2020 IRA Deadlines Are Approaching: Here is what you need to know
Provided by Adam P. Liquori Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement...
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2020. Provided by Adam P. Liquori What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step....
Coronavirus Vaccines and the Economy
Hopeful markets react. Provided by Adam P. Liquori As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1 A positive reaction to these...
Robo-Advisors vs. Human Financial Professionals
If an investor chooses a non-human financial advisor, what price could they end up paying? Provided by Adam Liquori Investors have a choice today that they did not have a decade ago. They can seek investing and retirement guidance from a human financial professional...
Election 2020: Managing Your Emotions
45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1 No matter how you look at it, that’s a startling statistic. Second-guessing your investment strategy is natural,...