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Don't Make These Costly Tax Mistakes With Your Investments: Confessions of CPA

May 2
5 min

Don't Make These Costly Tax Mistakes With Your Investments: Confessions of CPA

It's often difficult to spot a mistake until after it happens. And when it comes to your taxes, sometimes even the slightest oversight...

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10 Things to Look for When Choosing a Financial Advisor in 2022

Eric Presogna

Mar 22
9 min

10 Things to Look for When Choosing a Financial Advisor in 2022

The curse of knowledge is knowing something others don't to the point where you forget what it's like not to know that piece of...

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Eric Presogna

Mar 15
5 min

Where Should I Invest My Savings?

Transcript summarized below: With geopolitical conflicts on the rise, the Fed may reconsider its stance on raising interest rates this...

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5 Highlights From Schwab's 2022 Stock Market Outlook

Eric Presogna

Feb 15
5 min

5 Highlights From Schwab's 2022 Stock Market Outlook

Video transcript summarized below: I recently attended Schwab's 2022 Stock Market Outlook and wanted to share 5 key takeaways that...

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Eric Presogna

Jan 18
4 min

Stock Picking Game Update

Video transcript summarized below: Hello everyone and Happy New Year! I had planned to do an update to the stock picking game but...

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Why You Should Pay Attention to Capital Gain Distributions

Eric Presogna

Nov 5, 2021
5 min

Why You Should Pay Attention to Capital Gain Distributions

What do you think of when you hear the word "gain?" For the most part, a gain denotes something positive and is generally defined as...

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12 Potential Tax Changes Investors Should Know in 2021

Eric Presogna

Oct 1, 2021
4 min

12 Potential Tax Changes Investors Should Know in 2021

SUMMARY OF TRANSCRIPT BELOW: House Democrats recently released their American Families Plan which includes major proposed changes to the...

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Is it Better to Buy or Lease a Car in Retirement?

Eric Presogna

Sep 10, 2021
6 min

Is it Better to Buy or Lease a Car in Retirement?

SUMMARY OF TRANSCRIPT BELOW: With a chip shortage running rampant across the country, new and used cars are seeing an unwelcome surge in...

103 views0 comments

Are We Due For a Stock Market Correction?

Eric Presogna

Aug 20, 2021
5 min

Are We Due For a Stock Market Correction?

Growth stocks are up double digits this year (through Aug. 9th). So are value, mid-caps, small caps and international. Second quarter...

76 views0 comments

3 Strategies to Help You Achieve Your Long-Term Financial Goals

Eric Presogna

Aug 5, 2021
4 min

3 Strategies to Help You Achieve Your Long-Term Financial Goals

Transcript summarized below: INTRO Want to learn the 3 simple strategies to help you achieve your long-term financial goals? Stick around...

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Don't Make These Costly Tax Mistakes With Your Investments: Confessions of CPA

10 Things to Look for When Choosing a Financial Advisor in 2022

Where Should I Invest My Savings?

5 Highlights From Schwab's 2022 Stock Market Outlook

Stock Picking Game Update

Why You Should Pay Attention to Capital Gain Distributions

12 Potential Tax Changes Investors Should Know in 2021

Is it Better to Buy or Lease a Car in Retirement?

Are We Due For a Stock Market Correction?

3 Strategies to Help You Achieve Your Long-Term Financial Goals

GET YOUR RETIREMENT ASSESSMENT

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