Reasons For Late 2019 Equity Rally

 December 20, 2019 |Michael Capobianco
2019 was eventful – To put it mildly ! Equity Markets continue to hit new highs this week. While the set-up for U.S. equities is still constructive, there’s plenty for investors to think about. The strong year-end equity rally has been truly impressive...
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Part 2: Tax Efficient Ways To Move Money From Your Business: The Retirement Compensation Agreement (The RCA)

 December 10, 2019 |Michael Capobianco
Retirement Compensation Agreements (RCA) are Retirement Plans funded by employer / employee contributions to a 3rd Party who manages the funds. Pension consultants generally suggest that adequate pension allotments should be approximately 70% of pre-retirement...
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Optimistic For 2020...But Cautiously So....

 December 06, 2019 |Michael Capobianco
As we prepare to ring in 2020, the landscape for financial markets remains constructive…..However a heightened level of caution is required ! Here are the four key topics that will drive investment strategy decisions in 2020: • Global Economic Environment:...
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Part 1: Tax Efficient Ways To Move Money From Your Business: The Individual Pension Plan (The IPP)

 December 01, 2019 |Michael Capobianco
In this series, we will examine the unique challenges faced by Business Owners when it comes to managing financial assets. There are different considerations at each stage of a business life cycle – from start-up to wind-down Part 1: The Individual Pension...
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