Blog

Q1 2026 Financial Markets and Portfolio Update Replay

Stephen Galli, CFP®, CPWA®

Friday, March 6, 2026

In this webinar, Steve Galli shares insights into the economic and market environment shaping the first quarter of 2026.

Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...

Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...

Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...

Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...

Key Takeaways and Suggestions for Successful Goal Setting Use SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable...

Q4 2025 Financial Markets and Portfolio Update Replay

Stephen Galli, CFP®, CPWA®

Friday, December 5, 2025

In our latest quarterly webinar, Chief Investment Officer Steve Galli provided an overview of current market conditions and key themes influencing the economic and investment landscape as we approach 2026. The discussion covered recent...

Key Takeaways A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions...

Key Takeaways Caring for aging parents is a growing reality for many Americans. The number of family caregivers in the U.S. has jumped to 63 million, a 45 percent increase over the past decade, making 1 in every 4 Americans a...

Key Takeaways Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family. If you have adult children, you may want to discuss your financial situation, estate strategy, and legal...

Receiving a bonus, inheritance, or an increase in income often prompts a key financial question: Should I use this money to pay off my mortgage, or invest it? At first glance, the answer might seem simple. But in reality, it requires...

Q3 2025 Financial Markets & Portfolio Update Replay

Stephen Galli, CFP®, CPWA®

Wednesday, October 8, 2025

On September 24, 2025, Chief Investment Officer Steve Galli shared his quarterly insights on the economy and markets during our live Financial Markets & Portfolio Update webinar.

If you’ve found yourself stepping into a more active role in your parents’ financial lives, you’re not alone. Some of us are helping aging parents navigate everything from healthcare decisions to bill payments—and increasingly, we’re...

The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and...

The Tax Cuts and Jobs Act of 2017 (TCJA) included lower federal income tax brackets, bigger standard deductions, and higher gift and estate tax exemptions, among other provisions. The law stipulated that some of those tax breaks would...

Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime....

The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement...

Compensation is more than just a number on a paycheck. Whether you're exploring new opportunities, preparing for a promotion, or evaluating your current benefits, it’s important to understand the full value of your total...

While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of...

You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel...

Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from legendary investor Sir John Templeton: "The four most dangerous words in...

Q2 2025 Financial Markets and Portfolio Update Replay

Stephen Galli, CFP®, CPWA®

Friday, May 30, 2025

On May 15, Chief Investment Officer Steve Galli delivered an exclusive, live market and portfolio update. Watch the replay.

It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job...

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...

April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line...

April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether...

One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy...

March is Women’s History Month, and according to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021.1 Those numbers are even more impressive when you consider...

Chief Investment Officer Stephen Galli recently shared insights on the latest financial market trends and portfolio strategies in a client webinar produced by Nisivoccia Wealth Advisors in partnership with Wealthspring Financial...

You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a...

Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your...

Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income...

Looks like New Year's resolutions are still going strong in 2024! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals. It's...

As we approach the end of 2024, it's an opportune time to reflect on the year's financial developments and consider what 2025 may bring. We believe in understanding both the past and potential future of our economic landscape, which...

As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs. For decades, you may have enjoyed employer-sponsored health insurance. As...

Chief Investment Officer Stephen Galli shares insights on Q4 2024 financial market trends and portfolio strategies in a webinar hosted by Nisivoccia Wealth Advisors and Wealthspring Financial Partners.

Financial professionals typically have a year-round focus on monetary goals and wealth management strategies. However, we also believe that true financial well-being is intrinsically linked to your overall life satisfaction and...

America is a generous country. People with diverse backgrounds can unite for a good cause, whether to benefit their local communities or the broader world. As we enter the holiday season, now is a great time to think about your giving...

As financial professionals, we’ve noticed a trend among our clients: an increasing interest in electric vehicles (EVs). To help address some of your questions, we’ve compiled this high-level guide to provide insights into the...

Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. As financial professionals, one of our primary goals is...

The Impact of Elections on the Markets and Tax Policy With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what...

Don’t Be A Victim Of The Retirement Crisis If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is up from 67% in...

Stephen Galli, Chief Investment Officer, provided an in-depth overview of financial market trends for Q3 during our quarterly client financial markets update webinar. This informative session was hosted by Nisivoccia Wealth Advisors in...

In 1999, Bill Gates wrote, “How you gather, manage, and use information will determine whether you win or lose.” Companies looking to be successful in the future should heed these words when making decisions about implementing...

Sending a child off to college is a major milestone for any family, whether you’re a parent, grandparent, or close friend. It’s an exciting time, filled with anticipation and perhaps a bit of trepidation. There’s so much to do, and...

If you are a small business owner—or plan to be one—you should be aware of a new reporting requirement. The Corporate Transparency Act (CTA), passed in 2021, changed beneficial ownership rules, which is expected to impact 32 million...

Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we’ve seen...

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

Chief Investment Officer Stephen Galli shares insights on Q2 2024 financial market trends and portfolio strategies in a webinar hosted by Nisivoccia Wealth Advisors and Wealthspring Financial Partners.

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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....

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....

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...

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

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

Q3 Individual Equity Portfolios Client Update Webinar Replay

Stephen Galli, CFP®, CPWA®

Wednesday, August 30, 2023

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

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

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

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

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

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

Q1 2023 Financial Market and Portfolio Update Webinar Recording

Stephen Galli, CFP®, CPWA®

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. 

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.

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...