by Joseph Falbo, CFP®, AIF®, CRC® | Dec 31, 2019 | Investment Planning
Interesting piece about Ed O’Brien’s research on how quickly we make snap judgments. While this may come in handy if we are faced with life-or-death decisions, it doesn’t always work so well when it comes to investing. Download the full article. Joseph F. Falbo, CFP®,...
by Joseph Falbo, CFP®, AIF®, CRC® | Dec 8, 2019 | Estate Planning
One thing we all have in common is that we are going to die. Although death is not something we want to think about, dying is a reality that is best handled when we have planned for it. The truth is, most people will become seriously ill or incapacitated leading up to...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Retirement Planning
How inflation was supposed to destroy the stock market. August 13, 2019 was the 40th anniversary of a BusinessWeek article, “The Death of Equities.” This article talked about the Labor Department ruling that allowed pension fund money to “go into listed stocks and...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Financial Wellness
It’s not all doom and gloom. A constant theme here at Falbo Wealth Management is how financial journalism has consistently ignored the upsurge in American household net worth. Household monthly financial obligations are at historic all-time lows and have been for...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Retirement Planning
Bruce and Jitendra had planned for their retirement about five years before Bruce was ready to leave his job as a school principal. Many of their friends were either retired or facing retirement and provided the couple with good examples of both what to do and not to...
