Tag: investing

Tackling Trade & Treasuries – Weekly Update

May 21, 2018 | By Steven DiGregorio

Major domestic indexes went down last week after all three gained more than 2% the previous week. The S&P 500 dropped 0.54%, the Dow gave back 0.47%, and the NASDAQ lost 0.66%. International stocks also stumbled; the MSCI EAFE decreased by 0.61%. Two familiar topics were on many investors’ minds last week: trade and treasuries. […] 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


Tax Refund

Make Your Tax Refund Work for You

April 27, 2016 | By Steven DiGregorio

Make Your Tax Refund Work for You   How will you spend your tax refund? Every year we scramble to get our taxes filed with the IRS, no one wants to pay penalties or give Uncle Sam cause to audit our taxes. After the 15th of April most either have received or happily begin thinking […] READ MORE


Dividends Income

Dividends & Income: Smart Investing

April 25, 2016 | By Steven DiGregorio

It’s easy enough to buy low and sell high when the stock market moves up and down.  But how do you profit as an investor when the market is sideways? A market with no definable direction is known as  a horizontal, flat or sideways market. This defines a period in which prices waver within a narrow […] READ MORE


Women are Winning the Race to Retirement Savings

March 15, 2016 | By Steven DiGregorio

  A Strong Sense of Saving Women have become a stronger force than ever in the fight for equal pay in the workplace.  With high hopes that one day men and women will be paid equally, women seem to be winning in one area already – saving. A new Vanguard study of participants in the […] READ MORE


To Rollover or Not to Rollover Your 401(k)

February 6, 2016 | By Steven DiGregorio

When leaving a job, take some time to evaluate the benefits of a 401(k) rollover.  The reasoning has to be sound, so let’s look at a few things to consider when evaluating the merits of rolling over 401(k) assets into an IRA. 1. Consolidation – Moving all of your 401(k) accounts at different former employers to […] READ MORE


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