Here’s to Your Wealth

April 5, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Long-Term Tax Strategy: 5 Questions to Ask Your Advisor

The Tax Deadline is quickly approaching and the influx of 2016 tax tips is hitting the newsstands. While it’s a great time to brush up on the tax laws and create a 2016 game plan, it’s also important to take a step back and think about the bigger picture and your long-term tax approach. The […]

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March 31, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

March-Here’s To Your Wealth

Were the wild stock market gyrations of the first quarter a lot of hullabaloo about nothing? In January and early February we witnessed a dramatic drop in stock prices followed by a rapid recovery with significant market breadth (a wide amount of stocks participating). At one point in mid-February, the S&P 500 was down over […]

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