/Zach Matarazzo

About Zach Matarazzo

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So far Zach Matarazzo has created 29 blog entries.

Coronavirus and More

Coronavirus and More We are currently experiencing meaningfully down days in the stock market. Covid-19, otherwise known as the Coronavirus, has markets on edge. Several clients, understandably, have expressed concern. Some want to “plow more cash” into the markets, essentially chasing a discounted stock price. Others fear they should be [...]

By |2020-03-06T11:04:19-07:00March 6th, 2020|Financial Planning|

Measuring the Value of Advice

Measuring the Value of Advice One study asserts that these relationships can make a difference for investors.  What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question. Vanguard’s whitepaper concludes that [...]

By |2019-11-21T10:29:33-07:00November 21st, 2019|Financial Planning|

That First RMD from Your IRA

That First RMD from Your IRA When you reach age 70 1/2, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s), 401(k)s and other certain retirement accounts. These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually, from now on. If [...]

By |2019-10-02T10:04:42-07:00October 2nd, 2019|Financial Planning|