Michael Raimondi, Wealth Manager

05/31/2023

This issue... the priced-in rate decrease for Q4 explained, financial planning for the LGBTQ+ community, and how you can help others get the best money management with just a few kind words.
https://conta.cc/45xGaSR

01/13/2023

If you're thinking about building and managing your portfolio on your own, and want to include individual stocks, be aware that they are not set-it-and-forget-it investments.

People love picking individual stocks. Despite the mountain of evidence that suggests that doing so is, at best, not likely to be profitable and, at worst, a reckless use of your hard-earned money. In this article, I’m going to discuss the myth of the stock picker, the evidence that’s against st...

01/10/2023

Insurance is necessary, but how much you need depends on what you want to accomplish.

How much life insurance do you need? It depends on a number of factors, including your expenses, your spouse’s income, and the age of your children. The purpose of life insurance is to ensure your family and loved ones are financially secure after you die. If you have a family and you don’t have...

01/03/2023

One of the best books on money and building wealth out there.
Twenty short real-life stories about happiness, greed, and everything in between.

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

12/30/2022

My December Money Minute is out, with a few last-minute tips for wrapping up the year. Check it out here: http://ow.ly/xYm150MfxoV

12/18/2022

12/15/2022

Solo-401K or SEP? ROTH or Traditional? Contribute or not?
Read my responses here.

There are pros and cons to 401(k) plans. Is a 401(k) plan worth it for you vs. other retirement accounts? Financial experts weigh in.

12/12/2022

A financial advisor specializing in serving the LGBTQIA community can help you achieve your financial goals with a personalized plan.

12/12/2022

I was proud to be interviewed by Wealthtender about how I serve my LGBTQ+ community. "The last thing a client wants to be concerned about is being judged for who they are by their financial professional."

A financial advisor specializing in serving the LGBTQIA community can help you achieve your financial goals with a personalized plan.

12/10/2022

Taking a look at your retirement portfolio can be scary as stocks and bonds trade in bear market territory. We’ve got some tips.