Contact Us

Blog

Monday, November 20, 2023

Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The Dow Jones Industrial Average gained 1.94%, while the Standard & Poor’s 500 added 2.24%. The Nasdaq Composite index rose...

Monday, November 13, 2023

A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...

Monday, November 6, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Wednesday, November 1, 2023

How long has it been since you’ve reviewed your Medicare policy? With open enrollment beginning soon, there are a few questions you may want to ask before you renew, add, drop, or switch coverage. Have you changed or added...

Monday, October 30, 2023

Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market. The Dow Jones...

Show All

Thursday, October 26, 2023

Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The Dow Jones Industrial Average sank 1.61%, while the...

Monday, October 16, 2023

The Social Security Administration has announced a 3.2% Cost of Living Adjustment (COLA) for 2024. This adjustment means the average Social Security retiree beneficiary will see their monthly check increase by about $57 to $1,849,...

Monday, October 16, 2023

Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq...

Monday, October 9, 2023

A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for the week. Meanwhile, the Standard & Poor’s 500 gained 0.48%, and the Nasdaq Composite index added 1.60% for...

Monday, October 2, 2023

Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was...

Tuesday, September 26, 2023

Have you ever heard the expression, "If you love sausages, never watch how they're made?" The same is true of stock prices. Warren Buffett once said, "I would tell [investors], don’t watch the market closely." In recent weeks,...

Monday, September 25, 2023

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...

Monday, September 18, 2023

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...

Monday, September 11, 2023

Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average slipped 0.75%, while the Standard & Poor’s 500 declined 1.29%....

Tuesday, September 5, 2023

Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...

Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Monday, August 21, 2023

Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...

Monday, August 14, 2023

Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...

Monday, August 7, 2023

Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...

Wednesday, July 26, 2023

Cathy Pareto and Associates is now Azzendo Wealth Advisors. We are excited to unveil our new brand. You will see our new logo displayed on our website, your account statements and our email accounts very soon.

Tuesday, August 2, 2022

The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.One reason the subject receives so much attention from...

Thursday, February 24, 2022

Wednesday, May 19, 2021

Wednesday, May 12, 2021

What does it mean when two of the most powerful voices in American financial life seem to be saying two different things? In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s...

Thursday, April 29, 2021

Don’t just invest. Plan to save taxes and grow wealth at once. Integrated wealth management gives you a powerful, synergistic way to create and preserve wealth. That’s the kind of wealth management our team brings to...

Monday, January 4, 2021

The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...

Thursday, October 15, 2020

As Covid-19 continues to put pressure on corporate profits, many companies have been offering their executives early retirement packages. The question is, "does it make sense to take one?" The answer to this question depends on many...

Monday, March 2, 2020

The Week on Wall StreetStocks fell sharply last week as Wall Street considered how the coronavirus outbreak might influence global business activity and household spending.The selloff became a correction for the U.S. markets. The S&P...

Monday, March 2, 2020

Going through a divorce is one of the most stressful life experiences a person can go through. For many, it may feel as if you are going through a hurricane. Here are 4 steps to follow to rebuild your financial house

Monday, March 2, 2020

Breaking up is hard to do. Breaking up is even worse when it involves money. Divorce is never an easy matter. Surprisingly enough though, getting distributions before age 59 ½ from retirement accounts settled through a divorce...

Monday, February 24, 2020

The Week on Wall StreetTraders paid close attention to coronavirus developments and earnings last week, while wondering how the former might eventually impact the latter. Concern over updated infection numbers moderated risk appetite.A...

Tuesday, February 18, 2020

The Week on Wall StreetDaily headlines about the coronavirus had little impact on stock market averages last week. Earnings and mergers had more influence. All three Wall Street benchmarks improved. The Nasdaq Composite rose 2.21%,...

Monday, February 10, 2020

The Week on Wall StreetStocks advanced four days out of five during the past market week, erasing the losses of the week before. The Nasdaq Composite surged 4.04%, the S&P 500 3.17%, and the Dow Jones Industrial Average 3.00%. Foreign...

Monday, February 3, 2020

The Week on Wall StreetStock benchmarks declined for a second straight week as coronavirus news tempered risk appetite.The S&P 500 fell 2.14% on the week. The Nasdaq Composite dipped 1.76%, and the Dow Jones Industrial Average, 2.55%....

Thursday, August 29, 2019

Financial planning is all about achieving your goals by creating a solid financial foundation that can support them. Having the right financial advisor on your side helping you put all of the pieces together could make the difference...

Tuesday, May 7, 2019

Cathy Pareto and Associates is a proud sponsor of the ALS Recovery Fund (Lou Gehrig’s Disease)10K Run 5K Walk this Saturday May 11, 2019 in Coconut Grove. https://alsrecovery.org/

Thursday, April 25, 2019

Robo Advisor vs Human Advisor? Which Should You ChooseIf you are just starting out, the use of online investment and financial planning tools can be helpful. These online tools can help you get started and can also provide some level...

Tuesday, April 16, 2019

The cycle of market emotions can be described as riding a non-stop roller coaster at an amusement park. When you invest in the financial markets there will be many highs, many lows, and in some cases some plateaus. However, through a...

Tuesday, March 5, 2019

Financial Planning Made Easy While it is always better to start planning for your future early on in your career, it is never too late to get your finances in order. Let our team help you feel more confident about your financial...

Friday, February 23, 2018

Phishing scams can wreak havoc on your finances by tricking you into providing thieves with personal identifiable information through fake websites or even over the phone. It used to be that phishing was limited to emails received from...

Tuesday, May 16, 2017

by Guest Columnist, Jackie Waters If you are the parent of a special needs child, you already know how important it is to prepare for the future. A number of issues can come forward during both childhood and adulthood. Your job is to...

Friday, December 12, 2014

Entrusting someone with your savings and investments is never an easy thing. This is why it is critical that you do your due diligence when selecting a financial advisor or financial planner and that you feel comfortable with not just...

Wednesday, October 1, 2014

Because Life is Not Static We understand that life is not static and that each stage of your life requires special consideration. This is the reason why we begin every engagement with a financial plan. We help you plan for the future...

Friday, May 23, 2014

Today, the interest rate returns available from fixed income investments are at all time historic lows. In the search for increased income returns, more and more people are turning to Real Estate Investment Trusts, commonly known as...

Tuesday, March 26, 2013

by Ana Maria Martinetti-Katz, MBA, CFP®, CPA – August 2013 For a number of years now, the rule of thumb has been that a 4% withdrawal rate from a portfolio during retirement was “sustainable”. That is, it was...

Thursday, August 30, 2012

by Ana Maria Martinetti-Katz, MBA, CFP®, CPA – August 2012 As financial advisors, clients who are lucky enough to have a retirement pension through their employer often ask us which income option is best. This is a very...

Monday, August 20, 2012

Investing and Financial Planning for Individuals Whether you’re single because you’ve never married, or are suddenly single due to divorce or death of a spouse, money management and financial planning are critical. You have...