Risk Management

Unless you are a CPA who audits public companies, you’ve probably never heard of familiarity risk.  Familiarity risk are risks that you may be incurring that

For most investors, their portfolio starts out with an allocation amongst a few different asset classes.  There may be large and small U. S. Equity, U. S. and

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

Volatility is defined as the liability to change rapidly and unpredictably, especially for the worse. Most

Many people have been working from home during the pandemic. For many, what was once an office environment surrounded by your colleagues, and all of the other

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

I think Charlie Brown had it right, “worrying won’t stop the bad stuff from happening. It just stops you from

According to Wikipedia, “The black swan theory or theory of black swan events is a metaphor that describes an event that comes as a surprise, has a major effect

No one enjoys headlines that make you shiver, except for the broadcast networks themselves. Recent market declines are based on the fear of the unknown, which

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

In theory, a good investment is one that you buy low and sell later for a higher price. This is easier said than

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

 

There are many times in your life where danger is looming and you think you’re all good until something

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

The volatility experienced at the end of 2018 is something long forgotten by some investors. Volatility isn’t