The Importance of Long-Term Financial Planning

admin — Thu, 23 May 2013 09:16:01 +0000

The markets are down, then the markets are up – it’s enough to drive even the most stoic investors a little crazy. Market volatility can seriously affect your perception about how risk-tolerant you really are, and may even convince you…

Don’t Let Fear of Loss Stop You From Making the Right Plans

Brian Picariello — Wed, 15 May 2013 21:26:42 +0000

One of the most understandable emotional issues that stand in the way of personal and professional financial success is fear of loss: What happens if something goes wrong? How will I be able to recover from a bad investment? We had a case at my wealth management firm where a client wanted help in evaluating possible strategies for growing his business. We analyzed his options, determined the action steps required to carry them out and evaluated the cost/benefits of each.

Remember to Thank Mom

admin — Fri, 10 May 2013 17:17:34 +0000

by Brian Picariello

Oftentimes I share ideas and concepts to help small business owners gain better control of their cash flow, suggest strategies for minimizing tax liabilities and make recommendations to manage small businesses more effectively. However, with Mother’s…

Is It Time to Rebalance Your Asset Allocation?

admin — Wed, 08 May 2013 17:55:39 +0000

Over the past five years or so, we’ve seen dramatic swings in the markets. Asset prices first went down drastically, and now they’re way up again. During these turbulent times, you may have made some choices when the markets were…

Don’t Let Fear of Making The Wrong Decision Stop You From Making the Right Plans

Brian Picariello — Tue, 16 Apr 2013 10:12:02 +0000

by Brian Picariello

Some people I meet have made very poor financial decisions at one time or another in their lives that have cost them a great deal of money. Frightened at the thought of making more embarrassing and costly…

Taking Positive Action for Financial Literacy Month

admin — Wed, 03 Apr 2013 17:59:20 +0000

You may have already heard that April is Financial Literacy Month, but what exactly does that mean for you? A lot of media outlets are spinning this from a negative standpoint, warning consumers that they need to learn what their…

Al Zdenek quoted in NY Times about commercial real estate investing

admin — Tue, 02 Apr 2013 01:24:24 +0000

Al Zdenek is quoted in the March 26, 2013 New York Times article An Investor Adjusts His Ambitions, about commercial real estate investing, noting that Traust Sollus Wealth Management clients appreciate “having an asset class with steady returns,” especially if…

Don’t Let Procrastination or Fear of Making a Move Stop You from Making the Right Plans

Brian Picariello — Tue, 19 Mar 2013 14:05:05 +0000

by Brian Picariello

As a financial planner and investment advisor, I have seen what leads to wealth building success and what leads to failure. My small business owner clients have taken different paths before coming to see me. Some had…

An Important Message Concerning “The Sequester”

Albert Zdenek — Wed, 27 Feb 2013 14:30:44 +0000

by Albert Zdenek, Jr.

We’re baaack!” Debt ceiling crises, downgrade of U.S. debt crisis, extending the Bush tax cuts crisis, trillion dollar budget deficits crisis. . .and now the much ballyhooed, media-driven “Sequester” crisis. Does the rhetoric and campaigning ever…

Traust Sollus Shares Experience with Client Focused Innovation at Wealth Management Conference

Brian Picariello — Wed, 20 Feb 2013 20:29:32 +0000

Traust Sollus Chief Investment Officer John Silletto spoke as a panelist on the topic Adding Tax and Client Experience Alpha Through UMAs last week at the Fortigent Winter Forum 2013 conference in Miami.