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Eric Martin
Jan 6, 20213 min read
Is Your Distribution From Your Retirement Plan Taxable? Yes...But For 2020 Maybe Not.
Unfortunately this last year has caused many hardships and frustrations for many people. Some have had their hours at work severely...
27 views


Eric Martin
Dec 22, 20203 min read
Is A Zero Commission Trade Fee Really Free?
In the last several years, zero commission stock trades have become more and more popular. In turn, investing in the stock market has...
40 views


Nick Rossolillo
Dec 9, 20202 min read
Why We Invest In Individual Stocks
It’s cheaper than ever to build a personalized portfolio. Long gone are the days when financial products like funds are an absolute...
27 views


Eric Martin
Dec 8, 20203 min read
Tax-Loss Harvesting
As this crazy and unforgettable year comes to a close, it's time to start thinking about ways to save on the 2020 tax bill. As was...
16 views


Eric Martin
Nov 18, 20203 min read
What Is $6,000 Invested In An Ira In January 2020 Worth Now?
Investors have seen some major swings in their account balances over the course of 2020. Now that the year is coming to an end, let's...
18 views


Eric Martin
Jul 29, 20203 min read
Start Paying Off Debt Now
There seems to be a major trend in the U.S. where Americans are racking up more and more debt. According to the Federal Reserve for the...
37 views


Eric Martin
Jul 21, 20202 min read
A Few Things To Keep In Mind When Investing
Whether someone has been a long-time investor or is just getting started, there are a number of rules to reflect on that can help create...
36 views


Eric Martin
Jun 16, 20202 min read
Roth IRA
Roth IRAS Who doesn’t love tax free money? That’s right, legal tax free money. Is that even possible? It sure is with a Roth IRA...
153 views


Eric Martin
Jun 15, 20202 min read
Traditional IRA
The Traditional IRA Everyone wants to save for retirement, but the hard part of saving for long-term goals is getting started. But even...
52 views


Nick Rossolillo
Dec 6, 20165 min read
Concinnus Financial Research Report: Do Stadium Naming Rights Align With Shareholder Best Interests?
Study thesis: Stadium naming rights do not align with best interests of shareholders. A company that purchases stadium naming rights...
475 views


Nick Rossolillo
Feb 24, 20165 min read
The Invention of (and Fallout From) the 30-Year Mortgage
“Some debts are fun when you are acquiring them, but none are fun when you set about retiring them.” – Ogden Nash The year was 1934. The...
20 views


Nick Rossolillo
Jan 21, 20163 min read
Staying Calm When the World Isn’t
“The ideal of calm exists in a sitting cat.”—Jules Renard It has certainly been a rocky start to 2016! Stock markets around the world...
14 views


Nick Rossolillo
May 13, 20155 min read
Attack of the Robo-Advisors? Or Just a Cheaper Version of Your Human Advisor?
The last two decades have dramatically changed the world we live in. The internet, once a novel technological curiosity that was...
31 views
Nick Rossolillo
Apr 14, 20154 min read
Five Reasons You Should Ignore Warren Buffett
Besides articles that feature numbered lists, one of the biggest clichés I run across on a weekly basis are articles about business and ...
8 views


Nick Rossolillo
Mar 17, 20154 min read
Lower Oil and Gas Prices – How to Maximize Your Upside
By Nick Rossolillo, President, Concinnus Financial March 10, 2015 I want to say one word to you. Just one word. Are you listening?...
18 views


Nick Rossolillo
Mar 9, 20154 min read
The “Fiduciary Standard” – What Is It? Why Should We Care?
Nick Rossolillo, President, Concinnus Financial March 3, 2015 On February 23, 2015, President Obama made comments about the “fiduciary...
18 views
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