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Rossi, Stephen

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Jun 10, 2020
Inflation, Interest Rates and a Day of Reckoning
In the relatively short period from the Great Recession of 2008/2009 to the pre-COVID-19 period ending February 12, 2020, when the Dow Jones Industrial Average reached an all-time high of 29,569, our national debt increased from approximately eight to twenty-three trillion dollars. In the wake of the COVID-19 crisis, many have speculated it will take tens of trillions of additional dollars (in one form or another), to prevent a more significant Depression in the U.S., and to bring our country (and the rest of the world) back to a more solid economic footing. Where will all this money come from and what will the long-term impact be on U.S. inflation and interest rates?
Jun 10, 2020
May 08, 2020
Leveraging a Roth IRA in the Midst of a Market Drawdown
As of April 26, 2020, the Dow Jones Industrial Average was down approximately 20% from its February 12th all-time high - a significant recovery, after being down more than 38% from its all-time high on March 23rd. In the midst of this market decline - the fastest in history - now may be the perfect time to fund a Roth IRA and/or take advantage of a Roth IRA conversion. Establishing or adding to this type of account could help maximize wealth and add flexibility to one’s retirement, tax, and long-term estate plan.
May 08, 2020
Apr 08, 2020
Corrections, Recessions and Crashes
If there’s one thing the month of March 2020 has taught us, it’s that the stock market doesn’t go up in a straight line. Indeed, since its very inception, the equity market has experienced corrections, bear markets (often associated with recessions), and crashes. These events occur irregularly, but with some frequency, and, accordingly, it’s important to understand the differences between them, what causes them, how long they last, and what typically follows each unique set of circumstances.
Apr 08, 2020
Jan 09, 2020
The Incentives and Disincentives of Charitable Giving
President Trump signed the Tax Cuts and Jobs Act of December 2017 (TCJA) into law approximately two years ago, markedly changing the monetary benefits people derive from their charitable giving. The Federal Estate and Gift Tax Exclusions were increased, new laws involving standard and itemized deductions against personal income emerged, and the notion of Qualified Charitable Distributions (QCDs) was introduced. The provisions of the TCJA forced people to be more thoughtful about how, and how much, they choose to give.
Jan 09, 2020
Dec 05, 2019
Keep the Faith: Economy Continues Growth Pattern
The world is a chaotic place, with numerous geopolitical, economic and business conditions suggesting that financial markets are due for a pause. In spite of this, the Dow Jones Industrial Average, the Nasdaq Composite Index and the S&P 500 Index have all gone on to set new all-time highs in 2019. To boot, cyclical stocks have been rallying and perceived safe-haven investments like Treasury bonds and defensive stocks have been selling off. Fear has been supplanted by greed, or optimism at the very least, and the market’s faith in the global economy appears to be unbroken.
Dec 05, 2019
Jul 27, 2014
Podcast: Using Macroeconomics to Navigate Your Investment Portfolio

We hope you enjoyed listening to "Ask the Experts" on News Radio WHAM 1180, broadcasted on Sunday, July 27th at 8 00pm. Ask the Experts is a financial forum for education and advice as CNB's experts answer your questions on

Jul 27, 2014
Sep 30, 2011
A Pinch of This and a Dash of That

A dish that contains only one ingredient could taste rather bland and boring. Adding different spices and herbs to a recipe can make it more flavorful and satisfying. Similarly, a portfolio that contains only one investment type may not suit

Sep 30, 2011
Mar 27, 2011
March Mayhem in your Portfolio – Keeping your Eye on the Ball

We hope you enjoyed listening to "Ask the Experts" on 1180 WHAM, Sunday, March 27th at 8pm. Ask the Experts is CNB's financial forum for education and advice as local experts answer your questions on financial topics that interest you. 

Mar 27, 2011
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