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  • Cash Reserves
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Home›Category: "Investing" (Page 6)

Investing

  • AVOID COMPLACENCY IN TODAY'S MARKET

    Investing, Money Mishaps
    October 16, 2017
    by Kurt J. Rossi
    We are in midst of the third longest economic expansion in history.  (If this expansion continues for another year and a half it will be the longest on record). While ...
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  • Does house flipping really work in today's market?

    Cash-flow & Budgeting, Investing, Real Estate, Taxes
    September 29, 2017
    by Kurt J. Rossi
    If you have watched home design networks such as HGTV or DIY recently, you may have noticed the outrageously large number of house flipping shows. Flip or Flop, Flip this ...
    Read More
  • 7 misconceptions about owning a vacation home

    Cash-flow & Budgeting, Insurance, Investing, Money Mishaps, Mortgages, Real Estate
    April 21, 2017
    by Kurt J. Rossi
    If you have recently watched HGTV’s “Beachfront Bargain Hunt”, you’ll see that purchasing a vacation home may be more financially feasible than you originally thought.  However, recent price appreciation and ...
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  • Why your portfolio may be overdue for a rebalance

    Investing, Taxes
    March 10, 2017
    by Kurt J. Rossi
      The market has been on a tear since the election.  According to Bloomberg, the rally has added over $2.8 trillion in value to the U.S market and we witnessed ...
    Read More
  • How To Protect Yourself From The Financial Storms That May Come Your Way

    Cash Reserves, Insurance, Investing
    September 12, 2016
    by Kurt J. Rossi
    While Hurricane Hermine may not have lived up to all the hype, parts of the east coast and Florida are still cleaning up.  As we have learned over the years, ...
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  • Retaining key employees with Phantom stock

    Investing, Taxes
    August 12, 2016
    by Kurt J. Rossi
    An improving labor market often forces employers, especially smaller, privately held companies to look for creative ways to reward and retain key talent – especially if your candidates are considering ...
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  • How to make the most of an inherited retirement account

    Investing, Relationships & Money, Retirement
    April 22, 2016
    by Kurt J. Rossi
    As the number of defined benefit pension plans continues to fall, the value of assets in defined contribution plans like 401(k)s and IRAs continues to rise.  In fact, according to ...
    Read More
  • IRA Tips for Tax Season

    Investing, Retirement, Taxes
    February 12, 2016
    by Kurt J. Rossi
    Individual retirement accounts play a vital role in the retirement plans of many Americans.  In fact, according to the latest figures from the Employee Benefits Research Institute, nearly 25 percent ...
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  • Restricted Stock Unit Misconceptions Can Prove Costly

    Investing, Money Mishaps, Taxes
    January 29, 2016
    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 ...
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  • The most dangerous risk to your nest egg may be yourself

    Investing
    December 17, 2015
    by Kurt J. Rossi
    The most dangerous risk to your nest egg may be yourself There is no shortage of investment dangers for investors to worry about. From the impact of interest rate hikes ...
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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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