Wealth Management and Financial Advisory

| More |

Posts in Wealth Management and Financial Advisory

May 15, 2012
Steve Fusi

While it is likely more prudent to be reviewing one’s investment portfolio on a regular basis, perhaps this time of year provides the seasonal motivation to dig in and give it some timely attention. [...]

Read more 0 comment(s)

2012 - Off and Running

February 21, 2012
Steve Fusi

So far the financial markets have gotten off to a decent start. As I write this blog the Dow is up 6% year to date, the S&P up 8.2%, the NASDAQ up 13.3% and the EAFE International equity index is up 7%. [...]

Read more 0 comment(s)

Do Shark-Fin CLATs Have Teeth?

January 26, 2012
Jim Guarino

Estate planning experts are torn. Some contend that a unique variation of the charitable lead annuity trust (CLAT) (referred to as a "shark-fin" CLAT) is safe to use, while others warn donors to stay out of the water until the IRS clarifies its position on the validity of this charitable giving device. [...]

Read more 0 comment(s)

Medicare's Annual Election Period is Nearly Over

November 15, 2011
Jim Guarino

If you or someone you know is eligible for Medicare, it is important to note that the election period is different this year. [...]

Read more 0 comment(s)

Woulda/Shoulda/Coulda

October 25, 2011
Steve Fusi

I get my motivation and focus for writing these blogs based on my conversations with real investors who have money at risk in the financial markets. The recent discussions haven’t been very positive for sure.

Read more 0 comment(s)

Post Labor Day Investment Outlook

October 4, 2011
Steve Fusi

Summer is officially over and the majority of investors are back to paying attention to their finances and portfolios. In my experience, this is an “all ages” phenomenon.

Read more 0 comment(s)

Planning for Retirement by Monitoring Spending

September 20, 2011
Jim Guarino

When I speak to clients, friends and family about retirement, I find that the biggest fear for most is the idea they could conceivably outlive their assets. Once you retire, the ability to add to your financial pool of retirement assets is significantly diminished. [...]

Read more 0 comment(s)

A Bit of Perspective in This Anxious Investment Environment

August 29, 2011
Stephen Fusi

The current anxious investment environment will eventually pass. While that may be of little consolation, it is a future point of focus that should not be ignored. Sharp market declines and high volatility, the likes of which we are now experiencing [...]

Read more 0 comment(s)

Staying in Shape for Retirement

June 30, 2011
Jim Guarino

Everyone agrees that planning for retirement is important—so why do so many of us choose to avoid the issue year after year?

Read more 0 comment(s)