Is Your Distribution From Your Retirement Plan Taxable? Yes...But For 2020 Maybe Not.
Unfortunately this last year has caused many hardships and frustrations for many people. Some have had their hours at work severely...
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Eric Martin
- Dec 22, 2020
- 3 min
Is A Zero Commission Trade Fee Really Free?
In the last several years, zero commission stock trades have become more and more popular. In turn, investing in the stock market has...
37 views
Nick Rossolillo
- Dec 9, 2020
- 2 min
Why We Invest In Individual Stocks
It’s cheaper than ever to build a personalized portfolio. Long gone are the days when financial products like funds are an absolute...
27 views
Eric Martin
- Dec 8, 2020
- 3 min
Tax-Loss Harvesting
As this crazy and unforgettable year comes to a close, it's time to start thinking about ways to save on the 2020 tax bill. As was...
15 views
Eric Martin
- Nov 18, 2020
- 3 min
What Is $6,000 Invested In An Ira In January 2020 Worth Now?
Investors have seen some major swings in their account balances over the course of 2020. Now that the year is coming to an end, let's...
16 views
Eric Martin
- Jul 29, 2020
- 3 min
Start Paying Off Debt Now
There seems to be a major trend in the U.S. where Americans are racking up more and more debt. According to the Federal Reserve for the...
34 views
Eric Martin
- Jul 21, 2020
- 2 min
A Few Things To Keep In Mind When Investing
Whether someone has been a long-time investor or is just getting started, there are a number of rules to reflect on that can help create...
35 views
Eric Martin
- Jun 16, 2020
- 2 min
Roth IRA
Roth IRAS Who doesn’t love tax free money? That’s right, legal tax free money. Is that even possible? It sure is with a Roth IRA...
152 views
Eric Martin
- Jun 15, 2020
- 2 min
Traditional IRA
The Traditional IRA Everyone wants to save for retirement, but the hard part of saving for long-term goals is getting started. But even...
49 views
Nick Rossolillo
- Dec 6, 2016
- 5 min
Concinnus Financial Research Report: Do Stadium Naming Rights Align With Shareholder Best Interests?
Study thesis: Stadium naming rights do not align with best interests of shareholders. A company that purchases stadium naming rights...
446 views
Nick Rossolillo
- Feb 24, 2016
- 5 min
The Invention of (and Fallout From) the 30-Year Mortgage
“Some debts are fun when you are acquiring them, but none are fun when you set about retiring them.” – Ogden Nash The year was 1934. The...
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Nick Rossolillo
- Jan 21, 2016
- 3 min
Staying Calm When the World Isn’t
“The ideal of calm exists in a sitting cat.”—Jules Renard It has certainly been a rocky start to 2016! Stock markets around the world...
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Nick Rossolillo
- May 13, 2015
- 5 min
Attack of the Robo-Advisors? Or Just a Cheaper Version of Your Human Advisor?
The last two decades have dramatically changed the world we live in. The internet, once a novel technological curiosity that was...
30 views
Nick Rossolillo
- Apr 14, 2015
- 4 min
Five Reasons You Should Ignore Warren Buffett
Besides articles that feature numbered lists, one of the biggest clichés I run across on a weekly basis are articles about business and ...
8 views
Nick Rossolillo
- Mar 17, 2015
- 4 min
Lower Oil and Gas Prices – How to Maximize Your Upside
By Nick Rossolillo, President, Concinnus Financial March 10, 2015 I want to say one word to you. Just one word. Are you listening?...
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Nick Rossolillo
- Mar 9, 2015
- 4 min
The “Fiduciary Standard” – What Is It? Why Should We Care?
Nick Rossolillo, President, Concinnus Financial March 3, 2015 On February 23, 2015, President Obama made comments about the “fiduciary...
18 views
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