Tag: investing

Women are Winning the Race to Retirement Savings

March 15, 2019 | 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 Vanguard study of participants in the […] READ MORE


Successful Retirement Planning Strategies For Women

September 27, 2018 | By Steven DiGregorio

Everyone faces similar challenges in planning for their long-term financial goals, such as a successful retirement. But women seem to have a few unique obstacles to overcome. Fortunately, through a well conceived financial plan and implementing a solid strategy, women can alleviate those obstacles: Longer life expectancies – Women on average live seven years longer […] READ MORE


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


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


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


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