Blog

Stay abreast of the breaking news that may impact you.

Buying a Home - Anthony Pellegrino
Blog

Buying A House? 11 Tips on How to Save for a Downpayment

Owning a home is a milestone in a person’s life. However, it has not always been easy to accomplish. By …

Read More
Blog

5 Easy Financial New Year’s Resolutions for 2021

A new year is a natural time for a fresh start and a new resolve, so there’s no better time …

Read More
Blog

Fixed Income vs. Stock Portfolio

Early this year, many stopped spending and began saving money. This wasn’t difficult as many areas of the economy were …

Read More
Finance

America’s Need for Better “Infloodstructure”

In February, Spirit Airlines decided to transfer a portion of its operations from Miramar, Florida, to Nashville, Tennessee. The key …

Read More
Finance

Let’s Talk About … the 401(k)

The 401(k) originally began as a company profit-sharing plan. Companies had been funding defined benefit pensions for years, but as …

Read More
Blog

Advantages of Gender-Lens Investing

Gender-lens investing is the tactic of screening companies through female-centric filters. According to analysis by the Wharton School of Business, …

Read More
Blog

Open Enrollment: Health Care Insurance Takes Priority

The Patient Protection and Affordable Care Act (ACA) – passed in 2010 and known colloquially as “Obamacare” – has experienced …

Read More
Blog

China’s Rebound

In mid-November, China signed an important and symbolic free-trade agreement with 14 countries, including Japan, South Korea, New Zealand and …

Read More
Finance

The Effect of Debt on the Global Economy

The national debt is a measurement of how much the federal government owes creditors, most commonly depicted as a percentage …

Read More

Our Impact

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy please contact us today.