End-of-the-Year Money Moves

by | Dec 22, 2020 | Uncategorized

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

by | Dec 2, 2020 | Uncategorized

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

by | Nov 12, 2020 | Uncategorized

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

by | Oct 22, 2020 | Uncategorized

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,...