What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Andrew Palomo, CFP® |
Friday, March 3, 2023
Welcome to March, a time for renewal and growth, a time we look forward to spring, a time when the days growing longer and the weather beginning to warm. Unfortunately, February’s market performance feels more like atrophy, not...
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Andrew Palomo, CFP® |
Monday, February 13, 2023
Welcome to February, where the weather is traditionally cold and grey (a seemingly appropriate reflection of investor sentiment after surviving the market turbulence of 2022). Continuing the pattern, January was another roller...
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Andrew Palomo, CFP® |
Wednesday, February 1, 2023
2023 Tax Planning WhitepaperFewer things are more reliable than Tax Day, even if the deadline has shifted around a bit in recent years. This year, it’s April 18th for most taxpayers, and recent legislation changes...
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Andrew Palomo, CFP® |
Tuesday, January 3, 2023
With the hustle and bustle of the holidays behind us, it’s a great time to mention that January is Financial Wellness Month. How should you observe this ‘holiday’? Consider it a reminder to prioritize and pay...
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Andrew Palomo, CFP® |
Tuesday, December 13, 2022
If you are anticipating an annual bonus this year, it’s wise to come up with a thoughtful plan for the extra cash before it comes so you can get the most benefit from it. If you need more time to consider your options, deposit...
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