The Santa Clause

By: John P Napolitano, CFP®, CPA, PFS, MST

I think that most people are familiar with the movie The Santa Clause. Whether you celebrate Christmas or not, this is one movie that is pretty cool to watch as it works well for adults and children. But this story isn’t really about the movie, but rather a personal experience very similar to Scott Calvin’s (Tim Allen) that actually happened to me.

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Making Cents: Family Talks About Money

By: John P. Napolitano, CFP®, CPA, PFS, MST

Family and money are not the easiest conversations to have – especially when gathering for a family occasion or holiday. Nevertheless, these conversations are appropriate, and should be had if you are curious and looking to be helpful.

This conversation should happen with family members that you care about. Let’s start up the family tree with parents. Sometimes older generations don't want to talk about money at all. But these are questions that must be asked, regardless of their willingness to answer.

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Making Cents: Dollar Cost Averaging

By: John P. Napolitano, CFP®, CPA, PFS, MST

Dollar cost averaging is a term that has been around for many years, but always seems to get a lot more usage during turbulent markets. Whether it’s justification for continuing to invest in your 401K or simply systematically contributing new investable money into your accounts over a specified time period, dollar cost averaging is here to stay.

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Making Cents: The Ups and Downs of Family Owned Real Estate

By: John P. Napolitano, CFP®, CPA, PFS, MST

Some families intentionally pool their resources to make investments in real estate. Others inherit properties and become partners, whether that was their plan or not. Either way, owning real estate with family members can be a great way to benefit from family resources or be the straw that breaks the camel’s back with respect to family harmony.

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Election Volatility

November 7, 2018

The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the House of Representatives, and Republicans maintaining their majority in the Senate, this clarity may bring some reassurance for investors.

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