Blog
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.
The Impact of Social Security Webinar Replay
Karen L. Ireland, CFP® of MFS Investment Management, discusses how important Social Security claiming strategies could be to your retirement goals.
Read MoreQ2 Stock Portfolios Update Webinar Replay
On April 27, 2023, Chief Investment Officer Stephen Galli provided a Q2 update on our market views and portfolio strategy. Watch the replay.
Read MoreNisivoccia Wealth Advisors Welcomes Steve Oroho, CFP®, CPA to Wealth Management Team
Nisivoccia Wealth Advisors is pleased to announce that Steve Oroho, CFP®, CPA has joined the firm as a wealth management advisor.
Read MoreQ1 Individual Equity Portfolios Client Update Webinar Replay
On February 16, 2023, Stephen Galli, Senior Investment Officer, provided a Q1 update on financial markets and individual equity portfolios.
Read MoreQ1 2023 Financial Market and Portfolio Update Webinar Recording
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.
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Q4 2022 Individual Equity Portfolios Update - Webinar Recording
On November 10, 2022, Senior Investment Officer Stephen Galli hosted our Q4 2022 Individual Equity Portfolio Update. Watch the full recording of the presentation.
Read MoreQ4 2022 Financial Outlook and Portfolio Strategy Update - Webinar Recording
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...
Read MoreQ3 2022 Individual Equity Portfolios Update - Webinar Recording
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...
Read MoreFinancial Awareness with Nisivoccia Wealth Advisors
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.
Read MoreQ3 2022 Financial Market and Portfolio Strategy Update - Webinar Recording
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...
Read More3Q 2022 Market Commentary - "Upside / Downside"
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...
Read More2nd Quarter 2022 Individual Equity Portfolios Update - Webinar Recording
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.
Read MoreAn Update from Senior Investment Officer Steve Galli
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...
Read More2nd Quarter 2022 Financial Market and Portfolio Strategy Update Webinar Recording
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...
Read MoreWeekly Market Insights: Economy Slows; Stocks Retreat
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%....
Read MoreWeekly Market Insights: Powell Favors Quick Movement
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%...
Read MoreWeekly Market Insights: Earnings Season Begins
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...
Read More2nd Quarter 2022 Financial Market and Portfolio Commentary
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.
Read MoreThe Fed Plans for Higher Rates
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...
Read MoreWeekly Market Insights: Markets Weigh Menu of Uncertainty
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...
Read MoreApril Is Financial Literacy Month
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...
Read MoreWeekly Market Insights: Confidence Grows In Resilient Economy
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%.
Read MoreWeekly Market Insights: Stocks Rally in Changing Landscape
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.
Read MoreWeekly Market Insights: Ukrainian War Impacts Global Economy
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...
Read MoreQ1 2022 Individual Equity Portfolio Commentary & Webinar Recording
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...
Read MoreQ1 2022 Market and Portfolio Commentary
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.
Read More2021: Financial Market Year in Review
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.
Read MoreYour 4% Withdrawal Strategy May Not Be Enough
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...
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