Mark Avallone

It’s always a good time to plan for your financial future, but a new year, which is just a few weeks, can be a good reason to consider some planning… Read More

The benefits of a Roth IRA may be well known, but the IRS typically limits participation to low and moderate-income workers. The IRS eligibility for contributions to a Roth is… Read More

There is a lot of discussion around the favorable benefits of Roth IRAs, but for many higher-earning Americans, contributions to Roth IRAs are out of reach. The IRS begins limiting… Read More

Roth IRA’s, subject to certain conditions being met, allow for tax-free growth and tax-free withdrawals. As a result, they have justifiably gained tremendous popularity over the years, and a lot… Read More

The concept of retirement is unique to everyone. For millions, retirement is a goal and something to strive for. For others, it creates anxiety. Generally speaking, to address the monumental… Read More

It seems everyone is speculating on which will be better for the U.S. stock market: the re-election of President Donald Trump or the election of former Vice President Joe Biden… Read More

Thirteen years ago last month (June 2007), the Fed Funds interest rate peaked at 5.25% and since then has been steadily declining. Apart from one short rate hike cycle in… Read More

Rarely in my career have I seen such polarizing views on the direction of stocks. One view anticipates a slow recovery due to the extremely high levels of unemployment and… Read More

Many stock and bond investors were caught off guard by the swift and severe market downturn earlier this spring. At the market bottom, things looked dismal, and many stock and… Read More

As any investor knows, the COVID-19 virus has recently put the stock market on a vicious roller coaster. After a quick and severe drop of almost 40%, as of April… Read More

As people plan for retirement, it is no longer considered the end of something but rather the beginning of a new adventure and even an exciting phase of life. The… Read More

The 2017 passage of the Tax Cuts and Jobs Act added accommodative fiscal policy to the already expansionary monetary policy instituted by the Federal Reserve (the Fed). Such dual economic stimulus… Read More