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  • Cash Reserves
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Home›Category: "Investing" (Page 2)

Investing

  • Rebalancing After the Rally – Is it Time to Review Your Allocations?

    Investing, Retirement, Taxes
    May 14, 2021
    by Kurt J. Rossi
    Despite the global impacts of the pandemic, the U.S. stock market has seen a dramatic move upward since March of last year. While it is certainly encouraging for investors to ...
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  • Restricted Stock Unit Strategies

    Investing
    April 19, 2021
    by Kurt J. Rossi
    Today, fewer companies are offering traditional stock option plans to their employees than ever before.  Instead, companies continue to migrate toward restricted stock units or RSUs as the preferred method ...
    Read More
  • Portfolio Pitfalls to Avoid

    Investing
    March 23, 2021
    by Kurt J. Rossi
    It’s no simple task to put together and carry out a comprehensive investment plan – especially in the current economy. In fact, the process of matching a portfolio to the ...
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  • What Shape Will Our Economic Recovery Look Like?

    Investing, Uncategorized
    June 26, 2020
    by Kurt J. Rossi
    The economic impacts from the COVID-19 Pandemic have been steeper than initially anticipated. According to the National Bureau of Economic Research (NBER), we officially entered a recession back in February ...
    Read More
  • Tax Planning Strategies to Consider in the Post-COVID Economy

    Cash-flow & Budgeting, Investing, Taxes
    May 15, 2020
    by Kurt J. Rossi
    The economic impacts of COVID-19 continue to reverberate through the economy as more and more workers and businesses struggle with the financial impacts.  While many economists expect workers to gradually ...
    Read More
  • Lessons from Previous Market Declines

    Cash-flow & Budgeting, Investing
    March 24, 2020
    by Kurt J. Rossi
    The COVID-19 virus has had far reaching health and economic effects on every citizen of the United States and many countries abroad.  From unprecedented strains on the healthcare system to ...
    Read More
  • How to Avoid Portfolio Panic During Difficult Markets

    Investing
    March 10, 2020
    by Kurt J. Rossi
    Until recent Coronavirus fears took hold, the financial markets had continued to march higher in the face of higher valuations and heightened policy and trade uncertainty. Increases in the value ...
    Read More
  • 5 SMART WAYS TO INVEST YOUR TAX RETURN

    Cash-flow & Budgeting, Credit & Debt, Investing, Taxes, Uncategorized
    February 7, 2020
    by Kurt J. Rossi
    The Internal Revenue Service expects more than 155 million tax returns to be filled this year with nearly 112 million taxpayers receiving a refund. That’s right – over 74 percent ...
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  • Smart money moves for 2020

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Relationships & Money, Retirement
    January 14, 2020
    by Kurt J. Rossi
    As the New Year begins, many Americans are inspired and motivated to make positive changes in their lives.  Interestingly, a recent poll by research firm IPSOS notes the top two ...
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  • Sweeping Changes to Retirement Savings Rules on Tap for 2020

    Education, Investing, Relationships & Money, Retirement, Uncategorized
    December 31, 2019
    by Kurt J. Rossi
    Congress recently passed one of the most significant changes to retirement savings regulation that has occurred in years.  The “Setting Every Community Up for Retirement Enhancement or “SECURE Act” as ...
    Read More
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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