Inflation and the Market
It’s ALL about the “I” word- Inflation! Inflation! Inflation!
Covid spending and relief packages over the last 18 months have significantly increased the price of goods and services. Inflation has risen to over 10% from a low in 2019 of approximately 2%. Current events in Ukraine aren’t helping investor sentiment, but they are not to blame for our economic woes either.
While the Fed feverishly tries to play catch up, US corporate profits will eventually rule the day and may point to a brighter second half.
- Alan
Where Do You Want Your Financial Roadmap to Take You?
We believe that our client relationship is not just about the numbers. We strive for a personal relationship with our clients and their families and are always available to help them stay on track to work towards their financial finish line.
Why we do what we do
Our independence and experience help us aim to provide recommendations and products that are best suited for our clients and their financial goals.
Who we can help
We offer a wide range of comprehensive services to best serve our clients. We believe in our client’s success and are not obligated to any proprietary products or services.
How we work
We get to know our clients on a deep, personal level because we want to understand what is important to them. We guide them along their financial journey every step of the way.
Social Security Benefits
Social Security can represent 30% - 40% of your retirement income, yet most retirees do not understand their benefit options. We can help decipher the many Social Security options.
B.E.L.I.E.V.E. Wealth Management
Our B.E.L.I.E.V.E. process helps us build relationships, listen to your goals, inform you on your options, validate your investment choices, and execute your tailored plan.
Weekly Market Commentary
Always be in the loop with our Weekly Market Commentary that give a quick summary of the market performance each week.
Vincent Pallitto, CPA, CFP®
President
Alan Becker, CRC®
CRC conferred by InFRE®.
Vice President - Investments
Diane Stafutti
Office / Operations Manager