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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 more on our blog which we update regularly.

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.

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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. 

Monday, May 8, 2023

Karen L. Ireland, CFP® of MFS Investment Management, discusses how important Social Security claiming strategies could be to your retirement goals.

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...