David Angelo

You may be looking for a solution that provides growth opportunities with a level of protection to help you weather market volatility. Let’s talk about what it could do to your portfolio.

You may be looking for a solution that provides growth opportunities with a level of protection to help you weather market volatility. Let’s talk about what it could do to your portfolio.

You may be looking for a solution that provides growth opportunities with a level of protection to help you weather market volatility. Let’s talk about what it could do to your portfolio.

When you’re retired, bumps in the market can have a serious impact on your savings. Learn more about navigating market risk and talk to me about ways to secure your income. https://lnkd.in/ePa_mS-b.

Optimize your dividend earnings by using tax-advantaged accounts. By investing in municipal bonds, Dividend Aristocrats within a Roth IRA, and utilizing HSAs, investors can create multiple streams of tax-free or tax-advantaged passive income.

CROSSBORDER SCENARIO: 401(k) to IRA Stewy's recent breakup led him to leave his belongings at his ex-partner's place, a decision that may raise eyebrows. Similarly, leaving your 401(k) with your former employer after leaving the job might seem peculiar. In our blog, we discuss nine compelling reasons why converting your 401(k) to a rollover IRA upon leaving your employer could be beneficial: -Expanded Investment Options -Greater Control Over Investments -IRA Custodianship -Enhanced Communication -Reduced Fees and Expenses -Opportunities for Roth IRA Conversion -Simplified Management of Required Minimum -Distributions (RMDs) -Clearer and More Streamlined Rules -Advantages for Estate Planning https://lnkd.in/gAvqqpfJ ​

For the first time this year, all 11 sectors are in positive territory. With performance expected to broaden, which sectors may be the beneficiaries? CIO Larry Adam offers insight into this and other market-moving headlines in Up & Adam.

April finished as the weakest month for equities since last September. The negative catalyst has been "sticky" inflation, resulting in a reset of Fed expectations, and higher bond yields. Read more in the Weekly Market Guide.

April finished as the weakest month for equities since last September. The negative catalyst has been "sticky" inflation, resulting in a reset of Fed expectations, and higher bond yields. Read more in the Weekly Market Guide.

How will the ‘long and variable lags' of monetary policy impact economic activity in the second half of the year? Chief Economist Eugenio Alemán discusses in his latest Weekly Economic Commentary.

How will the ‘long and variable lags' of monetary policy impact economic activity in the second half of the year? Chief Economist Eugenio Alemán discusses in his latest Weekly Economic Commentary.

Does market volatility make you nervous? Let’s talk about your risk tolerance and see what makes sense for your financial goals.

Penn Mutual’s history of paying whole life dividends to policyholders is so long, it’s become a strong habit. Let’s talk about how dividends can make you financially strong, too. https://lnkd.in/eKRcbW6u

Penn Mutual’s history of paying whole life dividends to policyholders is so long, it’s become a strong habit. Let’s talk about how dividends can make you financially strong, too. https://lnkd.in/eKRcbW6u

If a large portion of your portfolio is comprised of a single or few stocks, you may want to consider strategies to help unlock potential opportunities and manage possible risks. Learn more.

If a large portion of your portfolio is comprised of a single or few stocks, you may want to consider strategies to help unlock potential opportunities and manage possible risks. Learn more.