Dawn Rosa, Vice President, Financial Consultant

Dawn Rosa, Vice President, Financial Consultant Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Dawn Rosa, Vice President, Financial Consultant, Financial service, 132 Main Street, Southington, CT.

I provide holistic wealth management services that address the full spectrum of my clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.

Happy Halloween!
10/31/2022

Happy Halloween!

10.31.22

Will Higher Borrowing Costs Spook the Corporate Credit Markets?
10/26/2022

Will Higher Borrowing Costs Spook the Corporate Credit Markets?

Tuesday, October 25, 2022 With the aggressive front loading of rate hikes we've already seen from the Federal Reserve (Fed) this year, yields on Treasury securities are at multi-year highs. Moreover, since Treasury yields are generally used as the base rate for consumer and corporate borrowers, the....

Plan the journey to your financial future.
10/24/2022

Plan the journey to your financial future.

LPL Research discusses Credit Suisse’s future, the weakening of the British pound, and expectations for November’s Fed m...
10/12/2022

LPL Research discusses Credit Suisse’s future, the weakening of the British pound, and expectations for November’s Fed meeting.

"Think pink" and explore ways to support a life-saving cause.
10/04/2022

"Think pink" and explore ways to support a life-saving cause.

The FOMC raised the fed funds rate by 75 basis points for a third consecutive meeting in September and projected even mo...
09/28/2022

The FOMC raised the fed funds rate by 75 basis points for a third consecutive meeting in September and projected even more tightening ahead than previously expected.

The FOMC raised the fed funds rate by 75 basis points for a third consecutive meeting in September and projected even more tightening ahead than previously expected. Housing data showed a further surge in multifamily housing starts and the slowest pace for existing home sales since the Covid lockdow...

For those with inherited retirement accounts, next steps are often unclear.
09/22/2022

For those with inherited retirement accounts, next steps are often unclear.

For those with inherited retirement accounts, next steps are often unclear. While the rules stating how long beneficiaries can hold on to inherited funds changed in 2020, the Treasury Department issued guidance earlier this year on how to handle these distributions.

Happy Fall!
09/22/2022

Happy Fall!

9.22.22

Inflation survival guide - 4 things you can do now to ride out rising prices.
09/20/2022

Inflation survival guide - 4 things you can do now to ride out rising prices.

Inflation survival guide 4 things you can do now to ride out rising prices. FIDELITY VIEWPOINTS 08/12/2022 Inflation may have you counting your pennies and paying closer attention in the checkout line. If you're like many Americans, you may have even run up some credit card debt 1 trying to keep up....

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132 Main Street
Southington, CT
06489

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