This is a very difficult time. When it comes to your savings and investments, I ask you to join me in the following: Trust your plan and stick to having money in each of your three buckets; cash, bonds, stocks based on your personalized financial plan [Review concept here] Try to remember, that as uncomfortable… Continue reading Rebalance Education
I’ve been advising clients for 14 years now. It feels like I’ve discussed, written, ate, slept and breathed investment commentary and asset allocation advice more in the past three weeks than I have in the prior 14 years combined. As a financial planner, we are very disciplined in how we treat the markets, but fear… Continue reading Fear Abounds – So Now What?
No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do know is that it will have an impact. We are seeing it on financial statements already, reading scary headlines, and feeling the anxiety and stress of the unknown. But while markets are facing… Continue reading The Markets Aren’t Confident, But We Are
In times of stress, most investors feel like they need to do something. Anything. Sitting back and being patient for things to get better after experiencing losses like last week isn’t easy. At the same time, the worst thing to do is overreact because stock market history also tells us, what came down, will over time,… Continue reading 3 Things to Consider Doing When the Market Drops
While you’re gathering your tax information to prepare this year’s tax forms, let me share the top 5 problems in your financial world that should stick out like a sore thumb to anyone reading your return. The first is holding title to your assets in a form that may invite death taxes and the administrative… Continue reading THE 5 TAX POTHOLES By: John P. Napolitano, CFP®, CPA, PFS, MST