Don’t Go it Alone

May 23, 2022 | By Steven DiGregorio

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture. If you zoom out a bit in history, most investors haven’t lived through a prolonged price drawdown. For example, a bond fund manager would need to […] READ MORE


Retirement Planning Solutions for Women

January 27, 2020 | By Steven DiGregorio

Saving for retirement isn’t easy in ordinary circumstances. But with wage growth near non-existent and underemployment ridiculously high it becomes challenging for most and even harder for most women. According to a recent study, only 62 percent of women said they were saving for retirement, just 15 percent said they were saving enough and 22 percent […] READ MORE


Saavy Women Master Financial Security

April 22, 2018 | By Steven DiGregorio

Women now comprise nearly half of the U.S. workforce, and they now earn a higher percentage of the bachelor’s and master’s degrees compared to men. So how come women’s average retirement plan balances are just 60 percent of men’s average balances?  No, it’s not because there was just a great shoe sale! CONTRIBUTING FACTORS Several […] READ MORE


Five Big Mistakes Mutual-Fund Investors Make

March 29, 2018 | By Steven DiGregorio

So, you think you’ve got this investing game down, right? You got 6% of your paycheck going right into your company 401(k) plan, invested in mutual funds. The plan is allocated to your Target Retirement Year or horizon (Target Date Funds) and it’s Auto Re-balanced 4 times/year!  Easy, peasey! Well, yes. Investing in mutual funds […] READ MORE



8 Timeless Principles of Investing

8 Timeless Principles of Investing

November 7, 2016 | By Steven DiGregorio

8 Timeless Principles of Investing    FOCUS ON WHAT YOU CAN CONTROL Market movements, business decisions, economics, politics, interest rates—many factors can influence the performance of your investments. Instead of worrying about events that are out of your hands, focus on that which you can control. PUT TIME ON YOUR SIDE The financial markets reward […] READ MORE


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