Financial Advisor: Carol Sumoski

12/07/2022

The Holidays are a busy time of year, but you want to make sure you do you final 'housekeeping' check on your finances before the year runs out.

These moves are good to make at any time of the year, but doing them before 2023 arrives can help you enjoy a fresh, confident start to the new year.

11/28/2022

This is a very informative explanation of some of the mechanics behind how our economy works. Let me know what you think!

Economics 101 -- "How the Economic Machine Works."Created by Ray Dalio this simple but not simplistic and easy to follow 30 minute, animated video answers th...

10/23/2022

The bond market is a disaster. Thirty-year Treasury bonds are 36% below their highs since the bear bond market started in 2020. If you’re feeling a little lost and overwhelmed in this environment — you’re not alone...

10/20/2022

Treasury yields were little changed on Thursday, holding near the highest levels in more than a decade.

10/17/2022

Series I savings bonds are issued by the US Treasury, but their historically high rate is coming to an end at the end of the month. Check out the article below for more information, including how to get them.

The record rate for I bonds expires at the end of October.

10/07/2022

When 'good' news comes out but markets react negatively, it can be a headscratcher. Here is an article by CNBC explaining todays market behavior:

The major averages are on track for weekly gains, despite taking a spill on Thursday.

10/04/2022

Thank goodness the Treasury has updated the website for the popular saving bonds! Hopefully it will be easier for people to use now.

The U.S. Department of the Treasury has unveiled a makeover for TreasuryDirect, the platform used to buy Series I bonds. Here's what investors need to know.

09/20/2022

The Fed is set to meet today and there is a lot of buzz about raising rates... but what does that mean and what will it do?

Interest rates can have both positive and negative effects on U.S. stocks, bonds, and inflation.

09/13/2022

The inflation data released today shows that inflation is still hot sending markets down. But in a high inflation environment there are a few places to hide.

Soaring inflation got you down? You can take advantage of it with a government savings bond.

09/07/2022

I am so excited to announce that I have left my old firm, and have partnered at Romano Buonadonna right here in Vineland, to become an Independent Financial Advisor with Cantella & Co, Inc.!
If your head is spinning from all those names, that’s ok, your normal! Basically, being independent means I am no longer beholden to one firm or set of products. We are able to shop everything that is available, partner with the biggest names on the street, and choose from the latest technology for the solution that is right for you. I’m no longer a representative for my firm, I’m a representative for you.
If you have not heard of Cantella, that’s because Cantella is a firm who partners with the big names and isn’t trying to make one themselves. So, although you might not know of Cantella, I’m sure you’ve heard of Fidelity, who I’ve chosen on the upfront to host and safeguard accounts.
Over the years I’ve had requests from clients for various things, ranging from providing recordings of my “Lunch and Learns”, requests for financial plans while keeping assets held elsewhere, questions about taxes, help with wills and estate planning… These are all things I’m able to do now, plus much more. Romano Buonadonna is a multi-discipline financial services partnership, different partners have different backgrounds, but I now have the full suite of wealth management, tax, and legal expertise all in one spot. It allows me to offer more convenient and sophisticated solutions than I was able to before.
Over the upcoming weeks and months I’ll be sharing information on some of my new capabilities and I’m super excited to share with you that we will be launching a YouTube channel focused on investor education in the near future… stay tuned!