Investment Planning
Retirement Planning
Tax Planning
Insurance Planning
Development of a comprehensive insurance plan to help protect your family from severe financial loss and help ensure that they are adequately protected; includes, but is not limited to, life, disability, and long-term care insurance.
Education Planning
Estimation of potential future costs of education, especially college tuition savings, the exploration of alternatives, and the implementation of various financial strategies for funding to help achieve your specific goals.
Estate Planning
Concierge Services
*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. CRA does not serve as an attorney, accountant, or insurance agent. CRA does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, CRA’s affiliated CPA firm, Capaldi, Reynolds & Pelosi, in its separate licensed capacity, can be engaged to be provide tax preparation and accounting services as described on CRA’s written disclosure Brochure (a copy of which is available on this web site), per the terms and conditions of a separate engagement and fee.
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Our Latest News
First Quarter 2019 Review
Overview In the first quarter, the bull market celebrated its 10 year anniversary since bottoming out on March 6, 2009. Ten years later, the S&P 500 sits above 2,800, a rise of 2,133 points from the 667 crater seen during the financial crisis. While the 4th...
2018: Year in Review
Markets in 2018 turned out to be a roller coaster ride of ups and downs, but ultimately finished on a very sour note after a horrible 4th quarter. We began 2018 with optimism, having just come off a tremendous year in 2017 which saw 20%+ equity returns. Many investors...
Fourth Quarter 2018 Review
Overview In the 4th quarter a second correction for 2018 was experienced as stock market investor concerns grew over whether the U.S. economy reached its peak earnings growth potential. Additionally, continued trade negotiations and uncertainty regarding the Federal...
Tax-Loss Harvesting
Don’t miss the opportunity to save on your taxes This time of the year, many people start thinking about year end tax planning. An often-integral part of tax planning involves the potential for tax-loss harvesting in your taxable portfolio. What we are going to...
Third Quarter 2018 Review
Market Overview We continue to see back and forth trade posturing between the United States and foreign trading partners and expect this to continue throughout the remainder of 2018. With that being said, the U.S. and Canada reached a deal after a lengthy negotiation....
Contract with the Stock Market
Expertly Riding the Waves of Volatility We have prepared this piece to reiterate what we should all know, understand, and believe if we are going to own stocks in our portfolios. We look forward to continuing to educate you to help you stay well-informed and continue...