Posts by Samantha Masey
Webinar Recording: Making Sense of the Market
With significant market volatility experienced thus far in 2022, our investment team analyzes current events including the invasion of Ukraine, historical market volatility, and economic data to help frame our investment strategy. Listen to Steven Bouchey, Jason Alonzo, and Paolo LaPietra discuss the market outlook and their thoughts on the recent volatility.
Read MoreUkraine People, War and Markets
A Letter To Our Clients: I’ve been up all night monitoring the most telegraphed war and how it will affect markets around the world. First and foremost, my heart goes out to the good and innocent people of Ukraine who are being uprooted, hurt or worse because of this senseless act of war. I have…
Read MoreHome Office Tax Deductions: Is Working From Home Working for You?
Written by: Jenny D. Foley, CPA Millions of people in the United States continued to work from home during 2021 due to various Covid protocols. While remote work has continued to gain in popularity, there are also an array of costs associated with maintaining a home office. Are any of these expenses tax deductible? The…
Read MoreHow Will Rising Interest Rates Affect Stocks?
Written by: Paolo LaPietra, CFP® With the Federal Reserve projecting three rate hikes in 2022, a recurring question I’ve been receiving is “How will rising interest rates affect my stocks?” It’s an important question to ask, especially with so much negative sentiment towards rising rates for equity investors. We’ve seen volatility so far this quarter,…
Read MoreA Young Professional’s Guide to Saving for Retirement
Written by: Samantha Masey Many young professionals are not aware that saving for retirement now will have a huge impact on their financial picture in the long run. This article offers three practical steps to get their financial life on track. Three steps for savings towards retirement: Create a Budget Contribute to Employer Retirement Plans…
Read MoreThree Reasons to Consider a 401(k) Rollover
Written by: Harmony Wagner, CFP® 401(k)s, 403(b)s, and other similar employer-offered retirement plans have some great benefits. These plans make it easy to save directly from your paycheck and can help simplify the investment experience, especially for those in the early years of retirement saving or who have a relatively low account balance. However, there…
Read MoreHow Much Do I Need to Retire?
Written by: Nicole Gobel, CPA “How much do I need to retire?” is possibly the most important question that an advisor can help answer for a client. While the answer is different for every situation there are essential pieces of information that should always be part of the conversation. Some are factual, while others are assumptions…
Read More