It’s hard to be optimistic right now. We live in a world full of uncertainty, fear, hurt, pain. I’ve all but stopped going on social media or turning on the news – it just feels like too much. And then I feel slightly ashamed to have simply put my head down to do the job… Continue reading Word of the Week: Optimism
There is a young gentleman I know from church, who works as a cashier in the Ace Hardware store I go to. He stands behind a newly constructed plexiglass barrier. He wears a mask now. I presume under the mask he has the same smile he always has. We always exchange pleasantries as he rings… Continue reading WORD OF THE WEEK: TOGETHER
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?
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