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Author: Loriann Facenda

The Markets Today: Reasons for Optimism

Posted on April 8, 2025April 10, 2025 by Loriann Facenda
The Markets Today: Reasons for Optimism
Posted in Investment Management

A Practical Guide to Managing Aging Parents’ Finances

Posted on February 25, 2025March 3, 2025 by Loriann Facenda
A Practical Guide to Managing Aging Parents’ Finances
Posted in Financial Planning

Navigating Inflation and Retirement Planning

Posted on December 10, 2024December 20, 2024 by Loriann Facenda
Navigating Inflation and Retirement Planning
Posted in Retirement Planning

Retirement Planning for Divorced Couples

Posted on September 9, 2024October 16, 2024 by Loriann Facenda
Retirement Planning for Divorced Couples

New York State Rules Seek Equitable Distribution of Pension Benefits

Posted in Retirement Planning

Presidential Candidate Kamala Harris Estate Proposals

Posted on September 4, 2024September 4, 2024 by Loriann Facenda
Presidential Candidate Kamala Harris Estate Proposals
Posted in Estate Planning

HBKS Wealth Advisors Honors Professionals With 2024 Promotions

Posted on August 30, 2024August 30, 2024 by Loriann Facenda
HBKS Wealth Advisors Honors Professionals With 2024 Promotions
Posted in News & Awards

Is the Fed Too Late, or Still on Target?

Posted on August 28, 2024October 16, 2024 by Loriann Facenda
Is the Fed Too Late, or Still on Target?
Posted in Market Commentary

Financial Advisor Magazine Ranks HBKS Wealth Advisors Among the Leading U.S. Registered Investment Advisories

Posted on August 5, 2024August 12, 2024 by Loriann Facenda
Financial Advisor Magazine Ranks HBKS Wealth Advisors Among the Leading U.S. Registered Investment Advisories
Posted in News & Awards

Financial Planning Insights for Same-Sex Couples

Posted on June 28, 2024June 28, 2024 by Loriann Facenda
Financial Planning Insights for Same-Sex Couples
Posted in Financial Planning

10 Essential Financial Considerations for Retirees

Posted on February 12, 2024February 19, 2024 by Loriann Facenda
10 Essential Financial Considerations for Retirees
Posted in Financial Planning, Retirement Planning

Everything Went Right for the Economy in 2023, But Signs Still Point to a Recession in 2024

Posted on January 19, 2024January 30, 2024 by Loriann Facenda
Everything Went Right for the Economy in 2023, But Signs Still Point to a Recession in 2024
Posted in Market Commentary

Required Minimum Distributions: When Your Retirement Savings Start Paying Off

Posted on January 11, 2024August 12, 2024 by Loriann Facenda
Required Minimum Distributions: When Your Retirement Savings Start Paying Off
Posted in Retirement PlanningTagged Retirement, RMD, Required Minimum Distribution

IRMAA Rates Rising in 2024 with Medicare Premiums

Posted on December 28, 2023January 2, 2024 by Loriann Facenda
IRMAA Rates Rising in 2024 with Medicare Premiums
Posted in Retirement PlanningTagged Retirement, social security, Medicare, taxes, IRMAA, AGI

Planning for Retirement: What Income Replacement Rate Will I Need?

Posted on December 19, 2023December 19, 2023 by Loriann Facenda
Planning for Retirement: What Income Replacement Rate Will I Need?
Posted in Retirement PlanningTagged Retirement, Income Replacement

Rebalancing Your Portfolio Is Key to Successful Financial Planning

Posted on March 23, 2023March 16, 2023 by Loriann Facenda
Rebalancing Your Portfolio Is Key to Successful Financial Planning
Posted in Investment ManagementTagged rebalancing, rebalance, capital gains

Addressing the Silicon Valley Bank Collapse

Posted on March 13, 2023March 13, 2023 by Loriann Facenda
Addressing the Silicon Valley Bank Collapse
Posted in Market CommentaryTagged fed, SVB, Silicon Valley Bank, failure

Is Your Social Security Payment Accurate?

Posted on February 23, 2023March 9, 2023 by Loriann Facenda
Is Your Social Security Payment Accurate?
Posted in Retirement PlanningTagged social security

Markets and Recessions: The Facts Might Surprise You

Posted on August 15, 2022August 16, 2022 by Loriann Facenda
Markets and Recessions: The Facts Might Surprise You
Posted in PerspectivesTagged Economy, stock market, Recession, GDP, cycles

3rd Quarter 2022 Economic Commentary

Posted on July 14, 2022July 14, 2022 by Loriann Facenda
3rd Quarter 2022 Economic Commentary
Posted in Market CommentaryTagged U.S. Economy, S&P500, Market Commentary, stock market, Inflation, 3rd Quarter 2022

HBKS 2022 Economic and Investment Outlook

Posted on May 6, 2022May 9, 2022 by Loriann Facenda
HBKS 2022 Economic and Investment Outlook
Posted in Market CommentaryTagged Recession, investment strategies, Investment Outlook, economic commentary

Elite Life Management to Merge with HBKS Wealth Advisors

Posted on April 1, 2022April 2, 2022 by Loriann Facenda
Elite Life Management to Merge with HBKS Wealth Advisors
Posted in News & AwardsTagged ELM, Jeremy Shelby, Sarasota, sports, professional sports, Elite Life Management, merger

The Investment Implications from Russia’s Invasion of Ukraine Should Be Short-Lived

Posted on February 24, 2022April 20, 2022 by Loriann Facenda
The Investment Implications from Russia’s Invasion of Ukraine Should Be Short-Lived
Posted in Market CommentaryTagged Inflation, Global Markets, Ukraine, Russia, NATO, Oil Prices, Central Banks, Global Stocks, Global Economy

Philanthropy: Changing Tax Laws Call for New Strategies

Posted on February 7, 2022February 7, 2022 by Loriann Facenda
Philanthropy: Changing Tax Laws Call for New Strategies
Posted in Financial PlanningTagged charity, Philanthropy, Charitable

The Stock Market Could Resume Climbing Higher as The Economic Recovery Continues

Posted on January 31, 2022January 31, 2022 by Loriann Facenda
The Stock Market Could Resume Climbing Higher as The Economic Recovery Continues
Posted in Market CommentaryTagged Investing, stock market, global stock market, stock

529 Plans: Save for College and K-12 Schooling

Posted on January 19, 2022January 19, 2022 by Loriann Facenda
529 Plans: Save for College and K-12 Schooling
Posted in Financial PlanningTagged 529 plans, education funding, college planning, College Education Funding, 529

Buying Health Insurance on the Marketplace? Talk to Your Financial Advisor

Posted on October 1, 2021October 26, 2021 by Loriann Facenda
Buying Health Insurance on the Marketplace? Talk to Your Financial Advisor
Posted in InsuranceTagged Insurance, health insurance, ACA, self-employed

Financial Advisor Magazine, Accounting Today, Barron’s Surveys Rank HBKS Among Top U.S. Wealth Advisories

Posted on September 28, 2021November 9, 2021 by Loriann Facenda
Financial Advisor Magazine, Accounting Today, Barron’s Surveys Rank HBKS Among Top U.S. Wealth Advisories
Posted in News & AwardsTagged ranking, Accounting Today, Financial Advisor Magazine, Award, 2021, Barron's

Consider Investing Your Excess Retirement Funds Like Your Heirs Would

Posted on September 23, 2021September 23, 2021 by Loriann Facenda
Consider Investing Your Excess Retirement Funds Like Your Heirs Would
Posted in Estate Planning, Financial Planning, Retirement PlanningTagged Financial Planning, Estate Planning, Retirement, SECURE Act, legacy

Retirement: Proceed with Caution Before Relying on General Rules

Posted on September 16, 2021September 19, 2021 by Loriann Facenda
Retirement: Proceed with Caution Before Relying on General Rules
Posted in Retirement PlanningTagged guidance, Retirement, retirement planning, advice

Target Date Funds: Antidote to Our Instincts?

Posted on September 14, 2021September 19, 2021 by Loriann Facenda
Target Date Funds: Antidote to Our Instincts?
Posted in Financial Planning, Investment ManagementTagged Financial Planning, retirement planning, Investing, target date funds

Inheriting Wealth

Posted on August 11, 2021August 10, 2021 by Loriann Facenda
Inheriting Wealth
Posted in Estate Planning, Financial PlanningTagged wealth planning, Financial Planning, Estate Planning, Inheritance, tax

Use Your Stimulus Check to Open a Roth IRA

Posted on May 12, 2021May 21, 2021 by Loriann Facenda
Use Your Stimulus Check to Open a Roth IRA
Posted in Retirement PlanningTagged retirement planning, Investing, IRA, Roth, Roth IRA, stimulus check, Retirement

Financial Solutions for a Restructured Family

Posted on April 1, 2021April 30, 2021 by Loriann Facenda
Financial Solutions for a Restructured Family
Posted in Financial PlanningTagged children, lawyer, mediation, CDFA, child support, divorce

IRA Contribution Deadline Extended

Posted on March 30, 2021March 30, 2021 by Loriann Facenda
IRA Contribution Deadline Extended
Posted in Retirement PlanningTagged Retirement, retirement planning, IRA, IRS, HSA, retirement plans

Was a Fraudulent Unemployment Claim Filed in Your Name? Report it.

Posted on March 24, 2021March 24, 2021 by Loriann Facenda
Was a Fraudulent Unemployment Claim Filed in Your Name? Report it.
Posted in CybersecurityTagged Unemployment, online fraud, claim

Is Long-Term Care Insurance a Necessity or Luxury?

Posted on March 16, 2021April 12, 2021 by Loriann Facenda
Is Long-Term Care Insurance a Necessity or Luxury?
Posted in Insurance, Retirement PlanningTagged Insurance, social security, long-term care insurance, nursing home, LTC

What to Look for When Hiring a Financial Advisor

Posted on March 2, 2021March 3, 2021 by Loriann Facenda
What to Look for When Hiring a Financial Advisor
Posted in Financial PlanningTagged financial advisor, hiring an advisor

Top 10 Opportunities for Retirement Plan Sponsors in 2021

Posted on February 22, 2021February 22, 2021 by Loriann Facenda
Top 10 Opportunities for Retirement Plan Sponsors in 2021
Posted in Retirement PlanningTagged Retirement, webinar, retirement plans

Employee Stock Ownership Plan: Understanding the Business Succession and Financial Planning Benefits

Posted on February 22, 2021March 22, 2021 by Loriann Facenda
Employee Stock Ownership Plan: Understanding the Business Succession and Financial Planning Benefits
Posted in Business OwnersTagged Employee Stock Ownership Plan, Business Owners, business succession, business owner, business succession planning, business, ESOP

How We Are Protecting Our Aging Clients

Posted on January 13, 2021January 29, 2021 by Loriann Facenda
How We Are Protecting Our Aging Clients
Posted in Estate Planning, Financial PlanningTagged living trust, POA, Power of Attorney, living wil, elder financial abuse, trustee

Will 2021 Bring A Return to “Normal”?

Posted on January 12, 2021January 12, 2021 by Loriann Facenda
Will 2021 Bring A Return to “Normal”?
Posted in Market CommentaryTagged 2021, capital markets, vaccination, Economy, Stocks

Tax-Free Retirement Strategies for High Earners

Posted on January 7, 2021March 22, 2024 by Loriann Facenda
Tax-Free Retirement Strategies for High Earners

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Posted in Retirement PlanningTagged retirement planning, 401k, IRA

Good Advice: Start with a financial plan.

Posted on January 5, 2021October 27, 2021 by Loriann Facenda
Good Advice: Start with a financial plan.
Posted in Financial PlanningTagged Financial Planning, Insurance, taxes, qualitative

Making Sense of Roth IRAs: The Yes, No, Maybe Retirement Account

Posted on January 5, 2021January 13, 2021 by Loriann Facenda
Making Sense of Roth IRAs: The Yes, No, Maybe Retirement Account
Posted in Retirement PlanningTagged IRA, Tax Planning, Roth

Expect More than Investments from Your Financial Advisor

Posted on December 15, 2020May 19, 2021 by Loriann Facenda
Expect More than Investments from Your Financial Advisor
Posted in Financial PlanningTagged Financial Planning, Diversification, financial advisor

Top Year-End Investment Tips

Posted on December 3, 2020December 3, 2020 by Loriann Facenda
Top Year-End Investment Tips
Posted in Financial PlanningTagged Tax Planning, charity, year-end, financial advice, kiddie tax, AMT, deductions, ETF, Financial Planning, SEP, 401k

What is a Rollover IRA, and Do I Need One?

Posted on December 1, 2020December 1, 2020 by Loriann Facenda
What is a Rollover IRA, and Do I Need One?
Posted in Financial PlanningTagged Retirement, IRA, individual retirement account

2020 Year-End Tax Planning Update

Posted on November 17, 2020November 18, 2020 by Loriann Facenda
2020 Year-End Tax Planning Update
Posted in Perspectives, Business OwnersTagged tax planning update, tax update, 2020 taxes, Business Owners, taxes

Stocks’ Rally from the Depths of the Sell-Off Has Been Led by a Small Handful of Stocks

Posted on October 13, 2020December 3, 2020 by Loriann Facenda
Stocks’ Rally from the Depths of the Sell-Off Has Been Led by a Small Handful of Stocks
Posted in Market CommentaryTagged Stocks, stock market, 4th quarter 2020

Retirement Planning: It’s Not SIMPLE

Posted on October 12, 2020December 3, 2020 by Loriann Facenda
Retirement Planning: It’s Not SIMPLE
Posted in Retirement PlanningTagged Retirement, 401k, SIMPLE IRA

Do I Need a Financial Advisor if I’m Not Rich?

Posted on October 8, 2020October 8, 2020 by Loriann Facenda
Do I Need a Financial Advisor if I’m Not Rich?
Posted in Financial PlanningTagged Financial Planning, 401k, financial advisor, Millennials, retirment

Scammers Pretending to be IRS, Banks, Charities

Posted on October 5, 2020October 8, 2020 by Loriann Facenda
Scammers Pretending to be IRS, Banks, Charities
Posted in CybersecurityTagged Scams, COVID-19, Scammers, Fraud

Diversify Your Portfolio with an Emerging Market Fund

Posted on September 30, 2020September 30, 2020 by Loriann Facenda
Diversify Your Portfolio with an Emerging Market Fund
Posted in Investment ManagementTagged emerging markets, Diversification

Monte Carlo Analysis: A More Thorough Approach to Planning for Your Retirement

Posted on September 24, 2020October 30, 2020 by Loriann Facenda
Monte Carlo Analysis: A More Thorough Approach to Planning for Your Retirement
Posted in Financial PlanningTagged Monte Carlo Analysis

Disability Insurance: Things to Consider Before You Buy

Posted on September 22, 2020September 29, 2020 by Loriann Facenda
Disability Insurance: Things to Consider Before You Buy
Posted in InsuranceTagged disability insurance, disabled, loss of income, Insurance

Life Insurance 101: The Basics

Posted on September 17, 2020April 2, 2021 by Loriann Facenda
Life Insurance 101: The Basics
Posted in InsuranceTagged Insurance, life insurance, term insurance, permanent insurance

Barron’s Recognizes HBKS Wealth Advisors as Top 100 RIA Firm

Posted on September 15, 2020July 16, 2021 by Loriann Facenda
Barron’s Recognizes HBKS Wealth Advisors as Top 100 RIA Firm
Posted in News & AwardsTagged top ria, Barrons 2020, Top 100 RIA, Award

Who Needs Disability Insurance? You Do.

Posted on September 14, 2020September 29, 2020 by Loriann Facenda
Who Needs Disability Insurance? You Do.
Posted in InsuranceTagged Insurance, disability insurance, social security disability insurance

Would You Rather Be Rich or Wealthy?

Posted on September 10, 2020May 19, 2021 by Loriann Facenda
Would You Rather Be Rich or Wealthy?
Posted in Financial PlanningTagged Retirement, Wealth, accumulation years

HBKS Names Kerri Goldsmith and Genevieve George Senior Financial Advisors

Posted on September 9, 2020September 15, 2020 by Loriann Facenda
HBKS Names Kerri Goldsmith and Genevieve George Senior Financial Advisors
Posted in News & AwardsTagged Promotions, kerri goldsmith, Genevieve George, senior financial advisor

Long Term Care Insurance: Should I Pay the Increased Premium or Reduce My Benefits?

Posted on September 8, 2020September 29, 2020 by Loriann Facenda
Long Term Care Insurance: Should I Pay the Increased Premium or Reduce My Benefits?

{“llinks”:[“Brittany Taylor”]}

Posted in InsuranceTagged Long-term care, LTC, Insurance, long-term care insurance, insurance planning

Who Needs a Financial Plan? Everyone.

Posted on September 3, 2020May 19, 2021 by Loriann Facenda
Who Needs a Financial Plan? Everyone.
Posted in Financial PlanningTagged Financial Planning, Retirement, Debt, Insurance, Social Security Benefits, taxes, budget

Chris Hines Named Principal at HBKS Wealth Advisors in Philadelphia

Posted on September 2, 2020November 17, 2020 by Loriann Facenda
Chris Hines Named Principal at HBKS Wealth Advisors in Philadelphia
Posted in News & AwardsTagged Chris Hines, Christopher Hines, Promotion, principal, Philadelphia

Watch: Mortgages What You Need to Know When Buying or Refinancing a Home

Posted on September 1, 2020October 30, 2020 by Loriann Facenda
Watch: Mortgages What You Need to Know When Buying or Refinancing a Home
Posted in Financial PlanningTagged home purchase, homeowner, Financial Planning, Mortgage, refinancing, webinar

Sticker Shock: Creative Ways to Lower the Cost of College

Posted on August 31, 2020September 10, 2020 by Loriann Facenda
Sticker Shock: Creative Ways to Lower the Cost of College
Posted in Financial PlanningTagged College Education, tuition, College Education Funding, College Education Planning

Financial Planning Amidst Market Uncertainty

Posted on August 25, 2020September 10, 2020 by Loriann Facenda
Financial Planning Amidst Market Uncertainty
Posted in Financial PlanningTagged Financial Planning, market volatility, divorce, risk tolerance

Preparing for the Unknown: Tax Changes On the Horizon

Posted on August 17, 2020May 19, 2021 by Loriann Facenda
Preparing for the Unknown: Tax Changes On the Horizon
Posted in Financial PlanningTagged election, TCJA, capital gains, Tax Cuts and Jobs Act, taxes, COVID-19, tax rates, tax planning strategies

Want to Retire Comfortably? Get Rid of Your Debt.

Posted on August 13, 2020September 10, 2020 by Loriann Facenda
Want to Retire Comfortably? Get Rid of Your Debt.
Posted in Retirement PlanningTagged refinance, Retirement, Debt, credit card, interest rate

Presidential Elections and Stock Market Performance

Posted on August 10, 2020October 26, 2020 by Loriann Facenda
Presidential Elections and Stock Market Performance
Posted in Financial PlanningTagged S&P 500, stock market, election, 2020

HBKS® Wealth Advisors Ranked Among Largest by Accounting Today

Posted on August 10, 2020July 16, 2021 by Loriann Facenda
HBKS® Wealth Advisors Ranked Among Largest  by Accounting Today
Posted in News & AwardsTagged Accounting Today, Wealth Magnets, Billion, Awards, Accolades

HBKS Among the Elite in Financial Advisor Magazine’s Annual RIA Rankings

Posted on August 7, 2020September 10, 2020 by Loriann Facenda
HBKS Among the Elite in Financial Advisor Magazine’s Annual RIA Rankings
Posted in News & AwardsTagged Financial Advisor Magazine, RIA Listing, RIA Ranking

Essential Documents to Review During Volatile Times

Posted on August 5, 2020October 26, 2020 by Loriann Facenda
Essential Documents to Review During Volatile Times
Posted in Estate Planning, Financial PlanningTagged life insurance, will, Last Will and Testament, Financial Power of Attorney, Healthcare Proxy, HIPPA Release

HBKS Among Elite FT300 Firms for 7th Consecutive Year

Posted on August 4, 2020September 10, 2020 by Loriann Facenda
HBKS Among Elite FT300 Firms for 7th Consecutive Year
Posted in News & AwardsTagged Financial Times, FT300, 2020

Doing Well by Doing Right: Investing in ESG Funds

Posted on August 4, 2020September 10, 2020 by Loriann Facenda
Doing Well by Doing Right: Investing in ESG Funds
Posted in Financial PlanningTagged ESG Muutal Fund, energy stocks

Elections and the Stock Market: Should You Get Out Now?

Posted on August 4, 2020September 10, 2020 by Loriann Facenda
Elections and the Stock Market: Should You Get Out Now?
Posted in Market CommentaryTagged Inflation, Markets, 2020 Elections, growth

Fixed-Rate Home Equity Loans: Avoiding Unnecessary Costs When Refinancing

Posted on July 29, 2020September 10, 2020 by Loriann Facenda
Fixed-Rate Home Equity Loans: Avoiding Unnecessary Costs When Refinancing
Posted in Financial PlanningTagged Mortgage, loan, refinancing, home equity, closing costs

When Life Changes, Change Your Beneficiary Designations

Posted on July 27, 2020August 11, 2020 by Loriann Facenda
When Life Changes, Change Your Beneficiary Designations
Posted in Estate PlanningTagged death, divorce, beneficiary planning, beneficiaries, will, trust

But Why?

Posted on July 21, 2020August 18, 2020 by Loriann Facenda
But Why?
Posted in Financial PlanningTagged Financial Planning

GRATS: Passing Along Assets Free of Estate and Gift Taxes

Posted on July 20, 2020October 26, 2020 by Loriann Facenda
GRATS: Passing Along Assets Free of Estate and Gift Taxes
Posted in Estate PlanningTagged trusts, gift taxes, GRATS, Estate Planning

Economic Activity Rebounding, But Questions Linger

Posted on July 14, 2020August 11, 2020 by Loriann Facenda
Economic Activity Rebounding, But Questions Linger
Posted in Market CommentaryTagged Economy, COVID-19, Rebound

Fundamentals of Financial Planning

Posted on July 14, 2020August 11, 2020 by Loriann Facenda
Fundamentals of Financial Planning
Posted in Financial PlanningTagged Financial Planning, retirement planning, life insurance, insurance planning, protection planning

Watch: Fundamentals of Financial Planning

Posted on July 9, 2020August 31, 2020 by Loriann Facenda
Watch: Fundamentals of Financial Planning

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Posted in Financial PlanningTagged Insurance, webinar, Financial Planning, Retirement, 401k

To Skip or Not to Skip Your 2020 RMDs

Posted on July 8, 2020May 19, 2021 by Loriann Facenda
To Skip or Not to Skip Your 2020 RMDs
Posted in Retirement PlanningTagged IRA, TCJA, RMD, AGI, required minimum distributions, Retirement, 401k

HBKS Principal Dean Piccirillo Earns Master of Science in Financial Services from The American College of Financial Services

Posted on July 8, 2020October 30, 2020 by Loriann Facenda
HBKS Principal Dean Piccirillo Earns Master of Science in Financial Services from The American College of Financial Services
Posted in News & AwardsTagged Dean Piccirillo, MSFS, Masters of Science in Financial Services

It’s Been a Wild Ride

Posted on June 30, 2020August 11, 2020 by Loriann Facenda
It’s Been a Wild Ride
Posted in Market CommentaryTagged Economy, stock market, 2020, economic outlook

A Conversation on the Economy

Posted on June 26, 2020August 11, 2020 by Loriann Facenda
A Conversation on the Economy
Posted in PerspectivesTagged Economy, COVID-19, #Covid19, economic outlook

Perfect Storm Planning

Posted on June 24, 2020August 11, 2020 by Loriann Facenda
Perfect Storm Planning
Posted in Financial PlanningTagged Low Interest Rates, GRAT, Roth IRA Conversion, advisor, comprehensive planning, Gifting Depreciated Assets

Looking to De-clutter Your Life? Start with Your Investments

Posted on June 18, 2020August 11, 2020 by Loriann Facenda
Looking to De-clutter Your Life? Start with Your Investments
Posted in Financial PlanningTagged Insurance, declutter, budget, 401(k), savings

Health Insurance and COBRA: Sometimes You Can Take It with You

Posted on June 18, 2020August 11, 2020 by Loriann Facenda
Health Insurance and COBRA: Sometimes You Can Take It with You
Posted in InsuranceTagged health insurance, COBRA

Evaluating an Early Retirement Offer

Posted on June 17, 2020August 11, 2020 by Loriann Facenda
Evaluating an Early Retirement Offer
Posted in Retirement PlanningTagged Retirement, health insurance, early retirement, retirement package, severance package, salary

Millennial Money: The Largest Generation Needs Unbiased Advice

Posted on June 15, 2020August 18, 2020 by Loriann Facenda
Millennial Money: The Largest Generation Needs Unbiased Advice
Posted in Financial PlanningTagged IRA, Income, Asset Management, financial advisor, Millennials, assets, 401k, Debt

Federal Reserve’s Unprecedented Move Stabilized the Markets

Posted on June 11, 2020August 11, 2020 by Loriann Facenda
Federal Reserve’s Unprecedented Move Stabilized the Markets
Posted in Investment ManagementTagged COVID-19, DOW, bonds, U.S. Congress, Economy, Federal Reserve

Financing Your Home Improvement Project

Posted on June 2, 2020August 11, 2020 by Loriann Facenda
Financing Your Home Improvement Project
Posted in Financial PlanningTagged Mortgage, refinancing, home imporvement, home equity loan, renovations, HELOC

What Drove April’s Unprecedented Negative Oil Price?

Posted on May 12, 2020August 11, 2020 by Loriann Facenda
What Drove April’s Unprecedented Negative Oil Price?
Posted in Investment ManagementTagged #Covid19, oil, crude oil

Balance Portfolio Risk with a Fixed Index Annuity

Posted on May 5, 2020August 11, 2020 by Loriann Facenda
Balance Portfolio Risk with a Fixed Index Annuity
Posted in Investment ManagementTagged stock market, Diversification, fixed annuity

Now is the Time to Reassess Financial Planning Priorities

Posted on May 4, 2020August 11, 2020 by Loriann Facenda
Now is the Time to Reassess Financial Planning Priorities
Posted in Financial PlanningTagged Financial Planning, 401k, RMD, COVID-19

Finding Fair Value

Posted on May 1, 2020August 11, 2020 by Loriann Facenda
Finding Fair Value
Posted in Market CommentaryTagged DOW, S&P 500, stock market, #Covid19

Guidance for Handling College Refunds and 529 Plan Contributions

Posted on April 30, 2020October 26, 2020 by Loriann Facenda
Guidance for Handling College Refunds and 529 Plan Contributions
Posted in Financial PlanningTagged COVID-19, 529 plan, College Education

Getting and Keeping a Good Credit Score: It’s Critical!

Posted on April 28, 2020August 11, 2020 by Loriann Facenda
Getting and Keeping a Good Credit Score: It’s Critical!
Posted in Financial PlanningTagged Debt, credit report, credit score, FICO, credit history

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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