BIONDO Perspectives

Women and Investing

By Jean Pavek

  Are you prepared? The statistics vary, but the majority of women are eventually responsible for family assets, whether through divorce, death, disability or choice. Unfortunately, many women discover they are not ready.

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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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Cybersecurity and Safety Nets

By Patrice Singleton

  Biondo Investment Advisors’ Director of Administration & Human Resources and Chief Information Security Officer, Patrice Singleton, was interviewed by Investment News: The Leading Information Source for Financial Advisers, for its January 16-20, 2017 issue targeting cybersecurity.  

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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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Upgrades in 2017

Biondo Investment Advisors, LLC is pleased to announce an upcoming enhancement to our relationship with Fidelity Investment Services. We are excited and confident that this change will enhance the level of service and allow our entire staff to remain committed to excellence. As many of our clients know, Fidelity now serves as trustee custodian for […]

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Who Do You Trust?

By Jean Pavek

When the unexpected happens and you are temporarily unable to contact us or we become aware of suspicious activity in your account and are unable to contact you, who would you name as a “Trusted Contact?” Securities regulators are suggesting that investors name someone who can be contacted—or can contact us—if there is a concern. […]

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Stay Safe Online!

By Patrice Singleton

In partnership with the U.S. Department of Homeland Security, the National Cyber Security Alliance has released on its website (StaySafeOnline.org) information on how to recognize cybercrime and protect yourself online. Recommendations include deleting suspicious communications, being wary of “too good to be true” offers, and using strong authentication. Additional guidance and tips include the importance […]

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