Latest articles by Anthony Pellegrino, Registered Investment Adviser
-
One Way to Avoid a Potential White-Knuckle Ride Through Retirement
retirement With a bull market entering its 11th year, retirees need to protect themselves from stomach-dropping volatility. Annuities can be one tool to consider.
retirement -
How to Diagnose and Treat Financial Portfolio Stress
retirement To safeguard your financial health, now would be a great time to give your holdings a thorough checkup, looking carefully for any potential weak spots.
retirement -
Has Warren Buffett's Buy and Hold Strategy Gone Out of Style?
Financial Planning Many investment professionals, including Warren Buffett, advise investors to buy and hold a diversified portfolio of stocks ... and hold and hold. But with today's record-long bull market, maybe it's time to try tactical asset management instead.
Financial Planning -
Investors Should Watch Out for Revenue-Sharing Agreements
investing When shopping for investments, you want to choose from the best options possible, but behind-the-scenes deals could be limiting your choices and driving up your costs.
investing -
Setting Realistic Expectations Isn't Easy During Record-Setting Bull Market
investing Investors need to bring their hopes back down to earth and possibly tweak their portfolios, because returns in the next decade may be less than stellar.
investing -
Do Your Hiring Homework: Learn the Differences Between Brokers and Advisers
Financial Planning One is required to put your best interests first. The other isn’t.
Financial Planning
