Financial Advisor (FA) has tapped Laura for her insights on the dynamics of buying and selling bonds. The article featured comments from Laura explaining bond yields and the correlation between yields and prices. Laura Mattia, chief executive of Atlas Fiduciary in Sarasota, Florida, said the biggest mistake she sees clients make with bonds is chasing…
Bloomberg tapped Laura for her insights on the dynamics of buying and selling bonds. The article featured comments from Laura explaining bond yields and the correlation between yields and prices. Laura Mattia, chief executive of Atlas Fiduciary in Sarasota, Florida, said the biggest mistake she sees clients make with bonds is chasing yield, especially with…
MSN tapped Laura for insight into the traditional 60-40 portfolio formula so many retirement savers use. The strategy splits an investment portfolio, where 60% is invested in stocks, and the remaining 40% goes to bonds. This strategy has been contested before. Here are Laura’s comments: Diversification can also expand to include other asset classes, such…
Investing in large-cap stocks is an essential part of a well-diversified investment strategy. The companies in this asset class are often well-established and have a track record of stability and consistent performance.
Every investment decision has consequences; only the future will determine if it is a good decision. Due to the uncertainty of the markets and while many try to forecast the future, they have yet to achieve success consistently or reliably.
Harvesting losses seems like an automatic thing to do in a year where most asset classes decline in value. Like anything else, though, it makes sense for some, but it is not a great idea for others. Even for those for whom it does make sense, the advantages are limited and only begin to benefit you once you have gains to offset the losses. For some people, surprisingly, capturing GAINS is a good strategy!
Investing in large-cap stocks is an essential part of a well-diversified investment strategy. The companies in this asset class are often well-established and have a track record of stability and consistent performance.
When it comes to Artificial Intelligence, there is much speculative investing going on, which we don’t recommend. That doesn’t mean we don’t invest in AI opportunities that benefit investors today.
When new clients first come to our firm, we often find their portfolios packed with large-cap stocks, companies that are valued at more than $10 billion. These are the companies that comprise the S&P 500. Although large-cap stock is a good place to start, once you begin to build a portfolio, it is essential to include small-cap stocks with $300 million to $2 billion in market cap. These companies are much smaller, so they have more significant potential to deliver outsized returns than larger companies.
Women’s MoneyIf you’re planning to retire within the next 10 years and want to make sure you stay on track, we can help. We work with many people close to retirement to help set clear retirement goals and aspirations, maximize and preserve savings, and create an effective retirement income plan.
WOMEN’S RESOURCE CENTER SARASOTA (February 10, 2023) — This free, in-person series explores Florida divorce law, how to claim financial power, and ways to change the emotional dynamic with a divorce. Laura’s “Financial Workshop” session on Feb. 22 explores financial decisions that need to be made and how to claim your financial power. It will be held at the Women’s Resource Center, 340 S Tuttle Ave, Sarasota, FL. Register at mywrc.org/divorce101.
WOMEN’S RESOURCE CENTER SARASOTA (March 2, 2022) — This free, in-person series explores Florida divorce law, how to claim financial power, and ways to change the emotional dynamic with a divorce. Laura’s “Financial Workshop” session on March 30 explores financial decisions that need to be made and how to claim your financial power. It will…
The final stage of widowhood, known as transformation, is when a widow’s new life as an independent woman evolves. Having emerged from profound grief and grown into her new lifestyle, the widow in transformation can focus on more advanced planning.
Bloomberg tapped Laura for her insights on the dynamics of buying and selling bonds. The article featured comments from Laura explaining bond yields and the correlation between yields and prices. Laura Mattia, chief executive of Atlas Fiduciary in Sarasota, Florida, said the biggest mistake she sees clients make with bonds is chasing yield, especially with…
MSN tapped Laura for insight into the traditional 60-40 portfolio formula so many retirement savers use. The strategy splits an investment portfolio, where 60% is invested in stocks, and the remaining 40% goes to bonds. This strategy has been contested before. Here are Laura’s comments: Diversification can also expand to include other asset classes, such…
Business Insider tapped Laura for insight into allocating savings amounts when rates are high for High-Yield savings APYs. The article featured shared comments from Financial and Investment planning experts from around the country. Laura Shared This Insight With Business Insider On Savings Allocation: While a quarter to a half a year of expenses is a…
For those interested in speaking face-to-face, our offices allow for meetings in Southern Florida and Northern New Jersey. With the use of technology, we’re also able to serve clients locally and throughout the United States.
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