Welcome to Rocco & Associates
Wealth Management, Inc.
Rocco & Associates Wealth Management ("Rocco & Associates") champions a family approach to investing. Fueled by a team of committed individuals who share in their clients' values, we work to provide sound investment guidance and Financial Strategies for Life.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A change in your mindset during retirement may drive changes to your portfolio.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Term insurance is the simplest form of life insurance. Here's how it works.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Learn how to harness the power of compound interest for your investments.
How will you weather the ups and downs of the business cycle?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.