You might be investing to build your financial future or to protect what you’ve already built. You may have specific needs, like maximizing your retirement income or creating a lasting legacy for your family or other beneficiaries, such as charitable causes you care about. Whatever your specific needs, the Cucci Wealth Management Group can craft an investment plan for you.

Latest Blog Posts

Rally realities

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

2024 earnings: The likely convergence of the “haves and have nots”

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.