BIONDO Perspectives

Why Everyone is Talking About Roth IRAs Right Now

By Casey Pisano, CFP®

Prior to June 24, 2021 most people were probably under the impression that Roth IRAs were pretty boring. You may have told your kid or grandkid to set one up when they got their first job. There are income limits to be able to contribute to a Roth IRA and you can’t take the money […]

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The Art of Distribution

By Karl A. Wagner III

The beginning of a new year generally facilitates moments of reflection on the ups and downs of the previous year. The year 2020 was challenging, to say the least, yet there were certainly positive aspects for the firm, particularly in the area of performance. One critical area that is often overlooked is distribution planning. More […]

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The New, New Stimulus Bill

By Casey Pisano

Around this time last year, I was writing a newsletter article and whitepaper about The SECURE Act. This time around, we have yet another bill passed during the last week of the year with tons of information. The official name of the stimulus bill that was signed into law is, The Consolidated Appropriations Act, 2021. […]

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The Election and Your Money

By Casey Pisano

Two Items to Think About as We Approach November As you might imagine, we’ve been getting a lot of questions about the election. Most often, the question is simply – “What do you think will happen to the stock market if Biden gets in office?” Or, “What do you think will happen if Trump gets […]

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