BIONDO Perspectives

biondo - ETFs

New Portfolio Offerings: ETFs

By Kyle Clark

  With the upcoming Fidelity conversion in mind, I thought it would be appropriate to introduce the new portfolio offerings that are now available. We are offering discretionary Exchange Traded Fund (ETF) portfolios to satisfy client accounts that do not meet the minimum account levels required to implement a separately managed account in a cost-effective […]

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Retirement Distribution Strategies

By Karl Wagner

For most investors, a successful retirement is predicated on the slow, methodical process of investing in a qualified plan, i.e.  IRA’s, 401(k)’s and SEP’s.  The benefits are many, primarily the ability to contribute pre-tax money and have the investments grow tax-deferred until eventual distribution, generally after age 59 ½.  There are some strategies that you […]

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Retirement Income Analysis: Annuities

By Karl Wagner

The concept of Comprehensive Wealth Management encompasses the investor’s entire financial picture in order to make investment decisions predicated upon current or future needs.  We have found that in working with our clients one of the primary goals, and least understood, is Retirement Income Planning.  In other words, how much do I currently have invested, […]

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