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Debate Starts on Capital Gains Tax: What to expect and why.

Provided by Adam P. Liquori Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those Americans who...

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Inflation & the Real Rate of Return

Is your money gaining or losing purchasing power? Provided by Adam P. Liquori The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation. The real rate of return indicates whether you are...

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Group Life for a Growing Business?

Companies adding employee benefits may want to consider it. Provided by  Adam P. Liquori As companies grow and add employees, they also add employee benefits. Retirement and medical plans can be provided, but what about group life insurance?  Group life on the menu?...

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End-of-the-Year Money Moves

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....

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Coronavirus Vaccines and the Economy

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...

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Robo-Advisors vs. Human Financial Professionals

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...

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Election 2020: Managing Your Emotions

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,...

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