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A Financial Look Back at 2014

The year in brief. When 2013 ended, few Wall Street investment strategists had high hopes for the market – the thought was that the S&P 500 would post a single-digit advance for 2014. In fact, a Birinyi & Associates survey of said strategists produced a consensus forecast for a 5.8% gain for the index this [...]

Your Estate Planning Checklist

Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, those who pass away without their financial affairs in good order risk leaving their heirs some significant problems along with their legacies. No matter what your age, here are some things you may [...]

Fall Financial Reminders

As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives: Don’t forget that IRA RMD. If you own one or more traditional IRAs, you have to take your annual required minimum distribution (RMD) from one or more of those [...]

Understanding Your Risk Tolerance

The recent success of Chinese megacompany Alibaba's IPO (Initial Public Offering) has sparked many investors' interest. But before jumping in with both feet and opening your checkbook, there are many factors to consider. How’s your ability to withstand short-term losses? This is the question at the core of any discussion of risk tolerance. Some people [...]

Should You Invest in Alibaba? Anthony Saccaro Answers on FOX Business Network’s The Willis Report

Monday, September 22, 2014 Watch the video of Anthony Saccaro’s second live appearance during The Willis Report on FOX Business Network. The topic was IPO’s (Initial Public Offerings) and specifically the recent success of Chinese company Alibaba. Anthony gave some insights into the history of IPO’s for the past 80 years and how they related to market [...]

6 Steps to Get Out of Debt

When it seems like you can barely keep your head above the financial waters, what can you do to lighten up the heavy debt load? Positive moves to counteract negative cash flow. The financial analysis website nerdwallet.com keeps track of the various debts common to the U.S. household. As of April 2014, they found an [...]