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Sunday, November 19, 2017

Thanksgiving is the mother of all family dinners. It’s a celebration of our great nation and the many blessings that occur when people unite together in the spirit of communication. As you’re gathered around the table this year, here’s...

 

Friday, November 17, 2017

Time to Give Although we encourage all of our clients to give back to their communities throughout the year, each November leading up to Thanksgiving the idea always takes center stage. Last year, charitable giving topped over $390...

 

Thursday, November 9, 2017

November is the month to reflect on what there is to be thankful for. Unfortunately, it sometimes takes an unexpected event to remind us to be thankful for everything we have. This month we will look at the economic impact of the...

 

Wednesday, November 8, 2017

All too often, we assume the men and women who fought for our country can take care of themselves. Unfortunately, that isn’t always the case. There are some important ways ordinary Americans can help those who are returning from battle...

 

Monday, October 30, 2017

Retirement and Social Security are inextricably linked. Not only did Social Security help establish the official U.S. retirement age at 65, it also provides a significant portion of today’s retirees’ incomes. Retirement and Social...

 

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Friday, October 27, 2017

Halloween is almost upon us! Whether you’re wearing a costume, decorating your yard/house, or handing out treats, you won’t be alone. More than 179 million Americans are expected to participate in 2017’s Halloween festivities – and...

 

Friday, October 27, 2017

A few years back when I was in college, I enrolled in a senior seminar class titled Health Care Economics. This full semester class was to present to us eager students some of the bills that were in Congress to establish a universal...

 

Friday, October 13, 2017

Breast Cancer Awareness Month At Rocco & Associates, we take time every October to stop and reflect on how fortunate we are to be alive and well. Every October the nation does the same as we come together to raise money for a cure...

 

Friday, October 13, 2017

The short answer is “no”, but the reasoning is a little more complicated. Unfortunately, like most things in life, there is no one right answer to investing. However, when the market continues to act the same way over time,...

 

Wednesday, October 4, 2017

Smartphones are incredibly handy. That may be why about three of every four Americans own them.1 On average, smartphone users spend almost three hours a day – 86 hours every month – using their phones. They send texts and email,...

 

Thursday, September 28, 2017

How times change! In 1940, half of Americans finished their education in eighth grade. College degrees were relatively rare. Just 6 percent of men and 4 percent of women had one.1During the past 80 years, college has become far more...

 

Thursday, September 21, 2017

September is finally upon us! School has begun and the leaves will soon begin to change. As fall starts to set in we want to discuss potential sources of stability in the upcoming months. First, we will touch on the possibility of...

 

Thursday, September 7, 2017

Back To School! Well, the unofficial close of summer is in the books. Social media and our phones have been flooded with first day of school pictures and for some parents, they could not be happier. For others, getting the kids back on...

 

Thursday, August 31, 2017

Labor Day is about a lot more than the end of summer and the start of a new school year. The holiday, which celebrates American workers, became a federal holiday in 1894 and was created to recognize the contributions and achievements...

 

Wednesday, August 30, 2017

In a 2002 interview with Mike Wallace, former First Lady Nancy Reagan said she often reread the love letters written by her husband, former President Ronald Reagan. The letters, which had sustained and enriched their relationship,...

 

Wednesday, August 30, 2017

Someone once told me once that money cannot buy happiness, but it can buy you freedom. It is never too early in any household to start talking about money with your spouse, significant other or financial planner. Seeing that August is...

 

Friday, August 25, 2017

Your Money One of the most difficult part of our role as advisor is to talk to new clients about money. Most people are trained that money is just one of those things that don’t make polite dinner conversation, and in most new...

 

Thursday, August 17, 2017

Summer is in full swing, which means the days are longer, the weather is warmer, and the second quarter of the fiscal year is over. Looking back on the first half of the year, the major market indices, including the Dow Jones...

 

Friday, July 28, 2017

While some may be concerned about the iconic American meat that arrives in a rectangular 12-ounce tin (and is inexplicably popular in certain island states and American territories), more should be wary of its namesake – the spam that...

 

Friday, July 21, 2017

The Power of Independence This month our country turned 241 years old. Over the years, the United States of America has seen its struggles as well as successes, but much of its core values have been built based on the simple idea of...

 

Wednesday, July 12, 2017

The idea of Artificial Intelligence (AI) may bring to mind movies like Terminator, Wall-E, and Transcendence, but the reality of AI is expected to help people find answers to some significant issues. For example, a PwC survey found:1 •...

 

Tuesday, July 11, 2017

The bull market in U.S. stocks has been charging ahead for more than eight years.1 While that’s young in people years, it’s ancient in bull market terms. Since World War II, the longest bull market in U.S. stocks lasted for almost...

 

Tuesday, July 4, 2017

On July 4, 1776, the American colonies claimed independence from Britain. This declaration eventually led to the formation of the United States. As we celebrate the birth of our great nation, test your knowledge with this brief quiz.1...

 

Wednesday, June 28, 2017

In recognition of June being National Safety Month, this month’s blog will focus on Cybersecurity. Years ago, discussions about cybersecurity were isolated to cramped Information Technology closets, but lately these discussions...

 

Thursday, June 15, 2017

You’re probably familiar with ‘20 Questions.’ It’s a classic long-distance-car-trip game that encourages creativity and deductive reasoning. On this Father’s Day, try playing a version that can help you learn a lot more about your...

 

Tuesday, June 13, 2017

National Safety Month June is national safety month across the United States. The National Safety Council is constantly working to raise awareness of what it takes to Keep Each Other Safe. Observed annually in June, National Safety...

 

Tuesday, June 6, 2017

We are all, inexorably, marching toward old age. By 2030, 72 million Americans will be age 65 or older.1 The good news is longevity has been improving, and people are remaining healthy and vibrant at older ages. The bad news is...

 

Tuesday, May 23, 2017

At Rocco & Associates, May is Eldercare Month. When most folks think of eldercare, they think of the physical act of taking care of aging loved ones. However, that is not the only kind. There are many different types of care that the...

 

Thursday, May 4, 2017

May is Eldercare Month at Rocco & Associates! Eldercare, as defined by Merriam-Webster, is the care of older adults and especially the care of an older parent by a son or daughter. All month long we will be highlighting some of the...

 

Tuesday, April 25, 2017

April is National Financial Literacy Month. To help celebrate, let us take a deeper look into: 1) defining what financial literacy is, and 2) the potential economic benefits to both individuals and the larger macro-economic environment...

 

Thursday, April 20, 2017

Financial Literacy Challenge! Financial literacy is the ability to understand how money works in the world and the ability to make smart financial decisions. Financial literacy is one of those topics that has traditionally not been...

 

Tuesday, April 18, 2017

For the upcoming months, your team at Rocco & Associates will be focusing on three themes. One is the growing disconnect between market and economic growth. Another is the return of diversification benefit as active fund managers...

 

Wednesday, March 22, 2017

Should I contribute to a 401(k)? March is retirement planning month at Rocco & Associates, and there is not a more fitting topic to discuss than 401(k)s (and other retirement accounts you may have at work like a 403(b)s, 457 plans,...

 

Friday, March 10, 2017

Many of our clients’ largest assets sit within their company sponsored retirement plan. These plans, whether they be a 401(k), 403(b) or a Simple/SEP IRA, often offer a matching component. For example your employer could match...

 

Monday, March 6, 2017

We’re only two months in to 2017, and it is quickly shaping up to be the year of politics – even more so than 2016. America’s 45th president, President Donald Trump, was inaugurated on January 20th. Since then,...

 

Thursday, February 16, 2017

Editor’s Note: In this new blog segment Eric will seek to sort through and simplify often misunderstood economic and financial topics that affect our everyday lives on a bi-monthly basis. If you have a topic that you would like...

 

Saturday, February 4, 2017

The Next Generation Rocco & Associates Wealth Management is a multigenerational business, and we are fortunate to have families who have been our clients for several generations. In fact, we are proud to say that many of our youngest...

 

Thursday, January 26, 2017

Editor’s Note: In this new blog segment Charlie will answer some of our client’s most asked financial planning questions on a bi-monthly basis. If you have a question that you would like Charlie to write about, don’t...

 

Thursday, January 12, 2017

Make Your Financial Resolutions Today! A New Year, a new you! By this point you have already joined the gym and cleared the cupboards of all that junk food left over from the holiday season. However, it is also a great time to make...

 

Thursday, December 29, 2016

Heading into the New Year, we are mindful of market milestones that have come together to influence the investment landscape: a new president and administration, the stabilization of oil prices, and the end of an earnings recession....

 

Wednesday, November 9, 2016

Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This...

 

Monday, October 31, 2016

Play (Wiffle) Ball! This fall, as part of the firm’s continuing community marketing efforts, the Rocco & Associates team participated in the Third Annual Fairfield Wiffle Ball Tournament. This charity tournament was started as...

 

Friday, October 14, 2016

Editor’s Note: In this new blog segment Charlie will answer some of our client’s most asked financial planning questions on a bi-monthly basis. If you have a question that you would like Charlie to write about, don’t...

 

Tuesday, October 4, 2016

What does a well followed, and contentious, presidential election mean for the financial markets?

 

Monday, September 19, 2016

With nearly all major U.S. market indexes either at, near or flirting with record highs, the talk of a market bubble has again been lurking around the financial news desks and social media outlets all over the globe. At times, when even...

 

Wednesday, September 7, 2016

This summer has been anything but quiet. Between the June Brexit vote, several headline-grabbing jobs reports, the winding path of oil prices, and all-time highs for stocks, there has been a lot of activity to absorb in these past...

 

Tuesday, August 16, 2016

Editor’s Note: In this new blog segment Charlie will answer some of our client’s most asked financial planning questions on a bi-monthly basis. If you have a question that you would like Charlie to write about, don’t...

 

Saturday, July 30, 2016

As we embark on the second half of 2016, the headlines and much of our attention will be focused on the 2016 presidential election, which can distract us with the barrage of promises and heightened political drama. Against that...

 

Tuesday, July 26, 2016

Summertime Checklist For some, summertime is a period of rest and reflection and for others, summer is the busiest time of the year. Here at Rocco & Associates, we fall into the latter category. While most of our clients are away on...

 

Tuesday, July 12, 2016

Editor’s Note: In this new blog segment Eric will seek to sort through and simplify often misunderstood economic and financial topics that affect our everyday lives on a bi-monthly basis. If you have a topic that you would like...

 

Friday, June 24, 2016

Today we received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European Union (EU), which had led to significant volatility in the global markets. In situations like these, it becomes more important than...

 

Wednesday, June 8, 2016

Welcome Samuel Savage! Sam joined the Rocco & Associates team for the summer of 2016 as our new Business Development Intern. Sam is currently a rising senior at the University of Connecticut in Storrs where he is pursuing a Bachelor of...

 

Thursday, June 2, 2016

Editor’s Note: In this new blog segment Charlie will answer some of our client’s most asked financial planning questions on a bi-monthly basis. If you have a question that you would like Charlie to write about, don’t...

 

Wednesday, June 1, 2016

This June is the anniversary of the economic expansion that began in June 2009, which is already the fourth-longest economic expansion since the end of World War II, and also the most sluggish and unloved. Economic data point to an...

 

Monday, May 2, 2016

2016 has been a year of volatility, but as we have seen since the end of February, not all volatility is negative. The recent market activity has come as a relief to many bulls and a surprise to many bears. At Rocco & Associates Wealth...

 

Thursday, April 28, 2016

Play Ball! Well, it’s that time of year again when you can drive around your cities and towns and find the baseball fields beginning to come back to life with anxious children ready to make their mark on America’s favorite...

 

Wednesday, March 23, 2016

Tax Time Well folks it’s that time of year again when the Internal Revenue Service comes to call. This year with April 15th falling on a Friday, the filing deadline for IRS tax returns 2016 is actually Monday, April 18th. As a...

 

Wednesday, March 23, 2016

After a wild start to 2016, April could be another volatile month. However, as we stated in last month’s commentary, we assume volatility is constant in our client’s financial plans. So we see the volatility to open the...

 

Thursday, February 25, 2016

Is the market out to get you? As a follow up to last month’s Special Market Outlook, where we laid out our plan for dealing with the current market volatility, this month we want to discuss market volatility in general. The..

 

Tuesday, February 16, 2016

Welcome Eric Rasmussen! We would like to welcome Eric Rasmussen as our new Financial Operations Intern. Eric is a life-long Fairfield resident and is currently a sophomore at Quinnipiac University pursuing a bachelor’s degree...

 

Tuesday, January 19, 2016

First Annual Toy Drive a Success! This year we launched our first annual Toy Drive, in conjunction with the Fairfield County Chapter of Toys For Tots. The drive’s objective was to raise awareness and spread some cheer to those...

 

Friday, January 15, 2016

Our investment committee recently sat down to discuss the current state of the markets, and the question we posed as a group was, “What can we do for our clients?” I wanted to share this with you because our conversation...

 

Wednesday, January 6, 2016

A key to success, in life and investing, is juggling the familiarity and wisdom of old routines with the adjustments demanded by an ever-evolving world. As we look forward to 2016, the LPL Research team expects a return to routine for...

 

Monday, December 14, 2015

Holiday Party Time! We are grateful to have you as a member of the Rocco & Associates Family and cordially invite you to join us for cocktails and hors d’oeuvres on December 15th from 5:30p-7:30p to help us ring in the holiday...

 

Friday, November 20, 2015

November should be an interesting month for the markets after a strong recovery in October from our September woes. Growth concerns from overseas in places like China and the Middle East continue to be a major market drivers as...

 

Thursday, November 5, 2015

From time-to-time, we like to remind all of our clients, regardless of their age to have an up to date estate plan. With constant changes occurring in our tax code, we encourage you to give us a call if...

 

Tuesday, October 6, 2015

For the week ending October 2, 2015 we witnessed the largest intraday rebound since 2011, major indexes finished the day, and the week, up more than 1% after starting the session down more than 1.5%. While the employment figures came...

 

Friday, October 2, 2015

At Rocco & Associates Wealth Management, we believe that giving back to the community is an important responsibility of all local businesses. However, we realize that donating time or money is harder to do than many.....

 

Friday, September 11, 2015

September is an important month for the global markets. The markets are coming out of a period of major volatility during the second half of August. The S&P 500 and Dow Jones Industrial Average were down 6.7% and 7.07% respectively for...

 

Thursday, September 3, 2015

For well over the past 18 months we have been forecasting increased market volatility and at least one 10% market correction in our Market Outlook. The current bull market has been going on for over six years...

 

Tuesday, August 4, 2015

Financial Literacy Programs - Your entire team participated in the town of Fairfield’s Annual Sidewalk Sale on Saturday, July 18th. We set up a booth downtown on the Sherman Green where we were able to continue to raise awareness...

 

Monday, August 3, 2015

With August upon us we believe volatility will continue to be a drag on the markets. Investors have been riding the volatility roller coaster for the last quarter and it does not seem to be slowing down any time soon. However, current...

 

Wednesday, July 1, 2015

With the second quarter coming to an end, looking ahead we are following several key market and economic trends. As of this writing, the S&P 500 Index has only risen 0.8% YTD. Investors are cautiously waiting on the side lines as the...

 

Thursday, June 25, 2015

Welcome Brandon Borsanyi - Financial Operations InternBrandon joined Rocco & Associates as our Financial Operations Intern for the summer of 2015. He is originally from Palm Beach Gardens, Florida and is an avid boater. Brandon is...

 

Wednesday, June 10, 2015

With the summer months now upon us we will be tracking the markets’ volatility very closely. Historically, trading volume has decreased during the summer which in turn can cause investor uncertainty. We are also following the bond...

 

Wednesday, June 3, 2015

Ben joined Rocco & Associates this month to fill the role of Business Development Intern for the summer of 2015. He attended Fairfield Prep and grew up a few blocks away from the office...

 

Monday, May 18, 2015

Despite all of the broader market indices being at or near record highs, it has been a bumpy road getting here. Volatility is here to stay for the foreseeable future. Throughout 2014, an overwhelming majority of the gains came in and...

 

Monday, May 18, 2015

After a very long, cold winter, we seem to have finally settled into a true warming pattern; and we can’t imagine there is anyone in New England disappointed about that! Downtown Fairfield is once again bustling with life...

 

Wednesday, April 1, 2015

As we enter into April, we continue to believe that the market is destined for slow, yet volatile, growth over the next year. The bottom line is that volatility is here to stay in the US, but we have strategies that we believe will...

 

Friday, March 27, 2015

The coming of the spring signals to the team here at Rocco & Associates that the tax deadline of April 15, 2015 is fast approaching. This is a significant date not only for wealth managers, but also equally important for families and...

 

Wednesday, March 4, 2015

This March we are on the lookout for a cooling off of the market gains that we experienced in February. While we think the market may fall slightly, we still think it will ultimately stay within a tight trading range. It is unclear...

 

Monday, March 2, 2015

Rocco & Associates has been a strong supporter of the Connecticut Food Bank over the years and had the chance to continue to build on this great relationship on February 6th. Charlie, Eric, and Liz took the morning off to head over to...

 

Monday, February 9, 2015

Effective as of February 1, 2015, please help us in congratulating both Charlie and Eric as they take on new roles with increased responsibilities. Charlie will be assuming the role of President and COO and Eric, Vice President of...

 

Friday, February 6, 2015

In the first Market Outlook of the year we not only look ahead to February, but reflect on the wave of volatility that began the New Year in January. At Rocco & Associates we see the volatility in January continuing through the first...

 

Wednesday, December 31, 2014

As the books close on 2014, we are excited about opportunities in the financial markets that 2015 will bring. In our opinion it will be a year of many transitions. Already, we are seeing sweeping changes in global monetary policy,...

 

Wednesday, December 17, 2014

As 2014 draws to a close we are once again very thankful for the opportunity to work with so many wonderful clients. Despite some very erratic financial markets throughout the year, you have continued to entrust us with your long-term...

 

Friday, November 21, 2014

Well it looks like almost overnight, fall has quickly turned into winter. The good news is that here in Connecticut, we could not have asked for a more beautiful fall season. With mild air temperatures and plenty of sun, we almost...

 

Thursday, November 6, 2014

When the markets are at their most volatile, we need to look beyond the short-term anxieties that every investor experiences, and look toward the potential long-term gains. October began with the markets at record highs, experienced a...

 

Monday, November 3, 2014

Would you call your financial advisor before you buy a house? We would like to remind all our clients that we strive to be more than just your wealth managers, but your life managers. Our job is to not only manage your investments, but...

 

Monday, October 20, 2014

Hello volatility! As we continue further into October the theme is volatility. The VIX, a market volatility index, is at its highest point since 2012. Instability in the markets forces us to consider an impending pullback, but this is...

 

Tuesday, September 23, 2014

On Saturday October 4, 2014, anglers from across Fairfield County will participate in the 6th Annual Saugatuck Cup™ Charity Fishing Tournament. Considered the preeminent charity fishing tournament of the year in the area...

 

Thursday, September 11, 2014

As August ended, our government was busy recalculating the revised second quarter Gross Domestic Product (GDP) figures, the primary indicator used to gauge the overall health of our country’s economy. GDP represents the total dollar...

 

Wednesday, September 3, 2014

We recently launched our new E3 Strategy, designed to assist the underserviced Qualified Retirement Plan market in and around Fairfield County. This strategy represents our focus to Engage, Educate, and Empower (E3) participants at the...

 

Monday, July 21, 2014

With the first half of the year behind us, the growth from 2013 has continued with only a few slight dips in the New Year. This period of growth has been contrary to the opinions of many analysts, who have been continually predicting a...

 

Wednesday, July 16, 2014

More than halfway through 2014, we are on track to implement a paperless office by the end of the year. Two of our key initiatives have been eSignature and iDoc. With eSignature, you can sign and return documents with...

 

Thursday, June 26, 2014

After a brief hiatus, Around the Office is back and better than ever, and we are confident that you will enjoy reading about Rocco & Associates in this new blog format. Don’t forget to share with your friends, co-workers...

 

Sunday, March 2, 2014

Spring is here! Well we finally can say with some conviction that spring will be here soon. There is no doubt that this winter will go down in the history books as one of the snowiest and coldest periods we have ever seen, especially...

 

Sunday, February 2, 2014

Under the direction of both Charlie and Eric, our robust internship program continues to grow and helps us attract and retain top talent from many colleges and universities across New England. In fact, just this month, we started...

 

Wednesday, January 1, 2014

Happy New Year! On behalf of the entire team here at Rocco & Associates, we hope you all had a wonderful holiday season and wish you health, wealth and continued prosperity for 2014! As most of you know by now, we moved our office...

 

Friday, November 1, 2013

Well it finally looks (or feels) like fall has arrived. With the onset of daylight savings last week, we here at Rocco and Associates arrive at the office in the dark and get back in the car at the end of the day in the same condition....

 

Tuesday, October 1, 2013

Fall is in the air here at Rocco and Associates and the office is abuzz with excitement leading up to several upcoming events, as well as some new and improved system enhancements. The 5th Annual Saugatuck Cup on October 12th was a...

 

Sunday, September 1, 2013

We hope you enjoy this month’s Around the Office as we share with you some of the exciting news happening at Rocco & Associates Wealth Management. We are always trying to build a stronger relationship with our clients and we think...

 

Thursday, August 1, 2013

We hope you enjoy this month’s Around the Office as we share with you some of the exciting news happening at Rocco & Associates Wealth Management. We are always trying to build a stronger relationship with our clients and we think...

 

Monday, July 1, 2013

We hope you enjoy this month’s Around the Office as we share with you some of the exciting news happening at Rocco & Associates Wealth Management. We are always trying to build a stronger relationship with our clients and we think...

 

Sunday, June 2, 2013

Welcome to the Rocco & Associates Wealth Management personal eNewsletter. We would like to take this time to inform you of some exciting news coming out of our office. We are always trying to build a stronger relationship with our...