Wealth Planning

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If You Won Millions in the Lottery What Would You Do?
written on April 17, 2012 by Frank Fantozzi
Wealth Planning

With the Mega Millions lottery recently hitting $640 million, the lotto was a major topic of conversation from the water cooler to social media and news outlets across the country. Even people who never buy lottery tickets were venturing in and purchasing a ticket.

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What Does 2012 Hold For Your Personal Financial Standing?
written on March 05, 2012 by Frank Fantozzi
Wealth Planning

2011 will likely be remembered at least in part for wildly fluctuating financial markets, high unemployment and congressional inaction. This economic uncertainty may have directly affected your personal financial status.

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The Downgrade What You Need to Know
written on August 28, 2011 by Frank Fantozzi
Wealth Planning

 

Despite passing the debt ceiling and spending cut deal anticipated by the markets, last week's data and events pulled bond yields lower and left the S&P 500 now down about 10% from this year's high. The slide may seem all too familiar.

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Debt Ceiling Raised
written on August 05, 2011 by Frank Fantozzi
Wealth Planning

The hard fought debate in Washington has come to an end. A two-step deal to lift the debt ceiling by $2.1 trillion and cut about $2.4 trillion in spending over a decade has been signed into law.

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Markets Transitioning into Spring
written on May 02, 2011 by Frank Fantozzi
Wealth Planning

The transition from March to April generally marks the turning point in the seasonal calendar from winter to spring. For many Americans, this transition also marks the end of pothole season and the beginning of mud season.

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Is Collective Bargaining Healthy for Taxpayers and our Financial Markets?
written on April 12, 2011 by Frank Fantozzi
Wealth Planning

With Senate Bill 5 passing in Ohio and many States considering similar measures in dealing with deficit positions, reexamining collective bargaining and its merits to taxpayers and in general financial markets seems overlooked.  Senate Bill 5 has clearly polarized groups.

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Year End Financial Reminders
written on December 20, 2010 by Frank Fantozzi
Wealth Planning

As entrepreneurs our engines are always running at full speed. With that in mind, I want to provide you with a few thoughts as year-end approaches and the new year begins.

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Managing Wealth Across Multiple Generations
written on December 02, 2010 by Frank Fantozzi
Wealth Planning

As parents or grandparents you focus a great deal of your time, energy and emotions on the physical and financial security of your children and grandchildren.

 

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Post Election Thoughts and the Market
written on November 23, 2010 by Frank Fantozzi
Wealth Planning

It’s been a couple of weeks since the American public voted and voiced their opinions.  The American people made themselves heard across a broad range of issues from lower taxation to smaller government (less spending), free enterprise, and the concept that Washington should stick to governing the country, not telling people how to live their lives (healthcare reform).

 

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One and a Half Cents on the Fourth Quarter
written on November 08, 2010 by Frank Fantozzi
Wealth Planning

As the calendar turned to fall, the markets began to rise.  While bonds posted a respectable 2.5% gain for the third quarter, measured by the Barclays Aggregate Bond index, the S&P 500 posted an outstanding 11% gain for the third quarter.

 

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IRS Redefines Mortgage Deduction Limits
written on October 25, 2010 by William Riccio
Wealth Planning

The Internal Revenue Service has issued Notice 2010-25 which redefine the interpretation of home acquisition indebtedness as it pertains to home equity indebtedness.

 

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Is the Market Turning Around
written on May 07, 2009 by Frank Fantozzi
Wealth Planning

Here we are with the blessings of spring upon us. In these recent weeks the financial markets have started to rebound from the lows encountered this winter.n Still, broad equity price indices remain well below the 2007 peak levels and from a long-term perspective are about 40% to 45% below the peaks hit in 2000 and 2007. So, we have a long road to a full recovery; however, there are some signs that the market's recovery is progressing.

 

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