BIONDO Perspectives

Are your current allocations still in line with your expectations?

By Karl A. Wagner, III

What a year it has been in the markets and, in particular, the performance to date in our equity disciplines! You never know when a year like this will occur, which once again proves that timing the market generally is a fool’s errand and that the two major factors in a successful portfolio are discipline […]

READ MORE

IRA Contributions

By Jean S. Pavek

Don’t forget that 2017 IRA contributions can be made until April 17, 2018, the federal tax filing deadline. Contribution limits have not changed – $5,500 – with those over 50 able to contribute up to $6,500. Also keep in mind that you can only contribute up to the amount that you earn from employment. These […]

READ MORE

Responsible Legacy Planning

By Karl Wagner III

Recently, during a portfolio review, a client of ours realized that they had done nothing to plan for the responsible distribution of their assets upon their incapacity or demise.  Understanding that these topics are difficult to discuss, we cannot emphasize enough how proper planning results in the eventual preservation of assets and minimization of taxes. […]

READ MORE

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 […]

READ MORE

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 […]

READ MORE