Broker Check

Around the Office - November 2014

| November 21, 2014
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The Tax Man Cometh

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 forgot what was coming next.  The bad news is that once the snow flies and the holidays pass, it’s time to once again file our taxes.

Much like it is a good reminder to change your smoke detector batteries when you set the clocks back, filing your taxes should also be a good reminder to review your current tax situation including your overall financial plan. Could you be saving more in a qualified retirement plan or investing in other tax deferred investment vehicles to reduce your overall tax liability?  Here at Rocco & Associates, we encourage all of you to reach out to the office at this time of year if we can assist in reviewing your current situation to ensure tax efficiency.

Keep in mind that even if you file an extension on your taxes, all retirement and educational saving account contributions (i.e., 529 plan) still need to be made by April 15th.

Growing, Growing, Growing

As we close the books on 2014, we could not be more excited with what we have in store for the new year!  We continue to build out all areas of the business including the resources we have allocated towards Wealth Services.  We will be expanding our internship program by adding an additional member to the team beginning in January 2015.  The new role will be assigned a Financial Operations position that will help support our research and communications. Specifically we will rely on this individual to assist in maintaining our asset allocations and model portfolios for both new and existing clients.  In addition, as the reach of our new popular monthly Market Outlook increases, this individual will better help us position the firm’s research to maximize exposure of our overall opinions on the financial markets. We have been very fortunate to have had access to a very talented pool of candidates from local universities and our confident that this new addition will help support the firm’s unrivaled client service.

Party Time!

The holidays are a great time to reflect on the wonderful experiences, client and family interactions as well as new business partners we have come into contact with throughout the year.  We are most grateful to have you all as clients and fortunate enough to have business partners that assist us in working with you.  We would like to invite you to our Annual Holiday Reception on Wednesday, December 5th from 5:30-7:30.  This year’s event will be held at the Old Post Tavern located at 1418 Post Road in Fairfield. Please come by to share in some holiday cheer while we serve up cocktails and hors d’oeuvres to help celebrate the holidays. To RSVP, please email or give the office a call at 203.255.6022.  We look forward to seeing you all there and please feel free to bring along a guest that you feel may benefit from an introduction to the Rocco & Associates team!

Employee Spotlight: Jillian Guglielmo

Jillian Guglielmo, Manager of Client Services With the holidays rapidly approaching, it is at this time of year that I often feel very fortunate to be part of the Rocco & Associates team. A big part of my responsibilities as the Manager of Client Services is to of course interact with new and existing clients on a daily basis. Over the years, however many have become more than just clients but friends and almost members of my extended family. When I initially joined Rocco & Associates I had no idea how close I would become to many of you and it makes coming to work that much more enjoyable for me. It truly is a team approach here at the firm and I am thankful to be part of it working towards the common goal of helping your clients reach their financial goals and objectives.  One of my favorite quotes that helps explain this is by John F. Kennedy. “As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them.”  This is a motto I work on daily to achieve in my interactions with you all.

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