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Changes in market trends, investment environments, legislation, and more are constantly impacting our financial outlook and investment strategies. Stay up to date on detailed market insights, timely content, our original quarterly financial market commentary, and webinars on our blog which we update regularly.


View all our previous recorded webinars on our YouTube Channel.

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Wednesday, March 6, 2024

The Highlights:The U.S. Consumer will be the last domino to fall before any recession The Fed is in restrictive territory - the question of how much they may cut rates is less important than the fact that they will begin to cut a...

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Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Monday, February 5, 2024

Watch as Steve Galli discusses our 2023 Financial Market Review & Recap. As we move into the beginning of 2024, it is essential to look back on 2023 and prepare for what's ahead. Learn from Chief Investment Officer, Steve...

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Monday, October 30, 2023

Prepare for 2024 by exploring expert insights on year-end financial strategies, including tax considerations, Roth IRA conversions, charitable donations, and "green" deductions.

Friday, October 27, 2023

On October 19, 2023, Chief Investment Officer Stephen Galli provided a Q3 update on our market views and portfolio strategy.

Wednesday, August 30, 2023

On August 17, 2023, Stephen Galli, Chief Investment Officer, provided a Q3 update on financial markets and individual equity portfolios. 

Thursday, July 27, 2023

On July 20, 2023, Chief Investment Officer Stephen Galli provided a Q3 update on our market views and portfolio strategy.

Wednesday, May 31, 2023

On May 18, 2023, Stephen Galli, Chief Investment Officer, provided a Q2 update on financial markets and individual equity portfolios. 

Thursday, April 27, 2023

On April 27, 2023, Chief Investment Officer Stephen Galli provided a Q2 update on our market views and portfolio strategy. Watch the replay.

Tuesday, March 28, 2023

Nisivoccia Wealth Advisors is pleased to announce that Steve Oroho, CFP®, CPA has joined the firm as a wealth management advisor.

Thursday, February 16, 2023

On February 16, 2023, Stephen Galli, Senior Investment Officer, provided a Q1 update on financial markets and individual equity portfolios. 

Monday, January 23, 2023

On Thursday, January 19th, Stephen Galli hosted our Q1 2023 Financial Market and Portfolio Update webinar. You can now access a full recording of the webinar by clicking below. 

Friday, January 6, 2023

Damien Paumi wins the 2023 Five Star Wealth Manager Award! Five Star Wealth Managers represent those who are outstanding in their field. Winning advisors are selected as a result of a rigorous and objective research process.

Friday, November 18, 2022

On November 10, 2022, Senior Investment Officer Stephen Galli hosted our Q4 2022 Individual Equity Portfolio Update. Watch the full recording of the presentation.

Thursday, November 3, 2022

On Thursday, October 20th, Steve Galli hosted Nisivoccia Wealth Advisors Q4 2022 Financial Outlook and Portfolio Strategy Client Update. Steve was joined by special guest speaker Mat Etcheverry from Goldman Sachs Investment...

Monday, August 22, 2022

On Wednesday, August 3rd, Senior Investment Officer Stephen Galli hosted our 3rd Quarter Individual Equity Portfolio Update webinar. Watch a full recording of the presentation below where Steve discusses our market views and portfolio...

Thursday, August 11, 2022

Diane DeOliveira, CFP, discusses National Financial Awareness Day on August 14, 2022, and what it means to be financially aware, action steps you can take, and how your financial advisor can help. 

Thursday, July 28, 2022

On Thursday, July 21st, Nisivoccia Wealth Advisors hosted our 2nd Quarter Financial Market and Portfolio Strategy Update webinar with our Senior Investment Officer, Stephen Galli. Watch a full recording of the webinar below where Steve...

Thursday, July 21, 2022

Investing today requires an awareness of both the gradual and sudden changes that are impacting the financial markets, so that portfolios can be positioned properly.  The challenge is to be prepared for the potential negative shocks...

Tuesday, May 31, 2022

On Thursday, May 12th, Senior Investment Officer Steve Galli hosted our 2nd Quarter Individual Equity Portfolio Update webcast. You can now access a full recording of the presentation below.

Thursday, May 12, 2022

May 2022 Individual Equity Portfolio Commentary What a difference one quarter can make!  If tax season wasn’t bad enough, we now have a category five hurricane roiling the markets.  The five troublesome issues effecting...

Tuesday, May 10, 2022

On Thursday, April 28th, Nisivoccia Wealth Advisors hosted our 2nd Quarter Financial Market and Portfolio Strategy client update webcast with our Senior Investment Officer, Stephen Galli. Watch a full recording of the webinar...

Monday, May 2, 2022

On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April. The Dow Jones Industrial Average declined 2.47%, while the Standard & Poor’s 500 tumbled 3.27%....

Monday, April 25, 2022

Hawkish comments from Fed Chair Jerome Powell overshadowed many largely positive earnings results, sending stocks lower for the week. The Dow Jones Industrial Average declined 1.86%, while the Standard & Poor’s 500 dropped 2.75%...

Monday, April 18, 2022

Stocks posted losses in a holiday-shortened trading week as the first-quarter earnings season kicked off and investors digested new inflation data. The Dow Jones Industrial Average declined 0.78%, while the Standard & Poor’s 500...

Friday, April 15, 2022

In Nisivoccia Wealth Advisors 2nd Quarter 2022 Financial Market Update, Steve Galli discusses the conflict in Ukraine and Russia, inflation, the pandemic, bonds, and more and their impact on the financial market and portfolio strategy.

Tuesday, April 12, 2022

The Federal Reserve, in recent years, has been committed to being open about its policy on interest rates. And that commitment was on full display in recent weeks. In an early April speech, Fed Governor Lael Brainard said the central...

Tuesday, April 5, 2022

Stocks spent last week digesting the sharp gains of previous weeks as investors assessed a tightening yield curve, the war in Ukraine, and an uncertain outlook for economic growth and inflation. The Dow Jones Industrial Average...

Friday, April 1, 2022

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

Tuesday, March 29, 2022

With growing confidence in the economy’s resilience, stocks posted another week of solid gains. The Dow Jones Industrial Average rose 0.31%, while the Standard & Poor’s 500 advanced 1.79%.

Wednesday, March 23, 2022

With the Fed embarking on a new course of monetary tightening amid continued fighting in Ukraine, stocks staged a powerful, broad-based rally last week.

Monday, March 14, 2022

Intensifying hostilities in Ukraine continued to unsettle markets, as investors grappled with the war’s impact on the global economies. The Dow Jones Industrial Average lost 1.99%, while the Standard & Poor’s 500 dropped 2...

Monday, February 21, 2022

On Monday, February 7th, Stephen Galli, CFP®, CPWA® hosted a client webinar where he presented a Q1 Stock Portfolio Update and discussed the many implications of the financial markets from the first quarter of...

Friday, January 21, 2022

There are multiple uncertainties facing the market in 2022, and more volatility should be expected compared to the abnormally low volatility we experienced in 2021. Read more to learn the Nisivoccia Wealth Advisors' Q1 market analysis.

Wednesday, January 19, 2022

On Thursday, January 6th, Steve Galli, CFP®, CPWA®, hosted a client webinar where he presented a 2021 Financial Markets Review and Recap. Steve discussed market highs and lows from 2021, investment trends, and provided a look at 2022.

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...