BIONDO Perspectives

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

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, […]

READ MORE

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 […]

READ MORE

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. […]

READ MORE

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 […]

READ MORE

Giving Back to the Community We Love

Karl A. Wagner III recently joined the board of the Greater Pike Community Foundation (GPCF). The GPCF is governed by a diverse group of civic and business leaders, community stewards and caring volunteers serving on its board of directors. A community foundation enables generous individuals, families and local businesses to maximize their charitable support through […]

READ MORE