Joe Perretta, AAMS,

Some timely thoughts on stock market volatility.

Understanding your monthly expenses is key to a successful financial plan. When we are accumulating it helps identify where and how much we can save. When we are preparing to Decumulate(or live on our investments) it helps us understand how much money we need to maintain our lifestyle. Here is a quick read about how your budget may change with time in retirement.

It was an interesting start to the year for the stock market. As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. Check out our monthly market insights.

Stocks closed the year with a solid rally, fueled by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal relief bill. Check out our Monthly Market Insights.

In my opinion, this is the number one factor driving stock market returns. The current economic data may not justify the stock market at all time highs, but we need to keep in mind the FED's easy monetary policy to promote inflation.

Which IRA is right for you? Tax Free growth can be a powerful tool.

Despite rising coovid-19 cases and election uncertainty, the market pushes higher in November. Check out our monthly market insights for December.

2020 has been a difficult year for many of us. Hopefully we can all find things to be thankful for despite those challenges. I know I can. Take a look at some of the things we can be thankful for from an investment perspective. Message me if you are concerned with where we go from here.

Are you teaching your children about money? Very important to teach them good financial habits at a young age.

Nobody likes overpaying taxes. Take a look at some commonly missed tax deductions.

Thank you to all who have served our great country!

The market has a lot of information to digest right now. Message me to discuss.

What is the stock market telling us about the election?