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Jonathan LaRocca |
Wednesday, October 28, 2020
Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place. For the third quarter, the Dow Jones Industrial Average (DJIA) advanced over 7% and...
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Jonathan LaRocca |
Thursday, September 17, 2020
Tax reduction opportunities as part of an overall financial planning strategy One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios...
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Jonathan LaRocca |
Wednesday, August 12, 2020
Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting, interest rates were kept at a range of 0%-0.25% and it was indicated that they will remain...
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Jonathan LaRocca |
Wednesday, July 15, 2020
After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial Average's (DJIA) worst first quarter ever the index posted its best second quarter performance since...
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Jonathan LaRocca |
Wednesday, July 8, 2020
The SECURE Act creates an opportunity to review your retirement plan with an eye for tax planning. Determining the most efficient ways to either withdraw or pass to your beneficiaries your accumulated wealth is always an important decision.
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