By aboccia
Client Only Webinar: Everyone has heard of the 60/40 portfolio but challenges lie ahead with this approach. Join Debbie Taylor and Special Guest Speaker, Brad Eckstein, Regional Manager for Lord, Abbett & Co.LLC Thursday, March 4th at 4:15 PM EST Here’s what Debbie and Brad will address: 1. Stocks and how they may be considered overvalued …
By aboccia
Dear Friends, As you probably know, President Biden has proposed numerous spending programs that would cost almost $2T. A large stimulus package carries several knock-on-effects, including the need to eventually raise taxes. In addition, so much spending could also increase inflation. To me …
By aboccia
Dear Friends, We start 2021 still tackling many of the major challenges from 2020. The COVID-19 pandemic has continued on, affecting livelihoods and economies around the World. While most of the World experienced a recession in 2020, we expect economic growth to re-accelerate in the USA in …
By Krista Thompson
Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …
By aboccia
Client Only Webinar: Everyone has heard of the 60/40 portfolio but challenges lie ahead with this approach Join Debbie Taylor and Special Guest Speaker, Brad Eckstein, Regional Manager for Lord, Abbett & Co.LLC Thursday, March 4th at 4:15 PM EST
By aboccia
Dear Friends, Welcome to a New Day in America. We all wish President Biden much success as his success will be our success as Americans. U.S. stocks have continued to climb amid optimism about a vaccine-led economic recovery and a generous stimulus plan, but it’s a narrow path—buoyant inves …
