Blog

Q4 2022 Individual Equity Portfolios Update - Webinar Recording

Stephen Galli, CFP®, CPWA®

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.

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...

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...

Financial Awareness with Nisivoccia Wealth Advisors

Diane DeOliveira, CFP®, AIF®, CRPS®

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. 

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...

3Q 2022 Market Commentary - "Upside / Downside"

Stephen Galli, CFP®, CPWA®

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...

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.

An Update from Senior Investment Officer Steve Galli

Stephen Galli, CFP®, CPWA®

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...

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...

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%....

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%...

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...

2nd Quarter 2022 Financial Market and Portfolio Commentary

Stephen Galli, CFP®, CPWA®

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.

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...

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...

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...

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%.

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.

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...

Q1 2022 Individual Equity Portfolio Commentary & Webinar Recording

Stephen Galli, CFP®, CPWA®

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...

Q1 2022 Market and Portfolio Commentary

Stephen Galli, CFP®

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.

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.

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...