News

Time for your Mid-Year Financial Review

June 2020 Article

 

Figuring out Investor Psychology...

May 2020 Article

 

May 2020 Newsletter - Topics:

  • 5 Key Benefits of the CARES Act for Individuals and Businesses
  • Wills vs. Trust - Know the Difference
  • Do you need Disability Insurance?

 

April 8, 2020

The CARES Act is a massive Federal Relief Program that will provide $2.2 trillion of stimulus into our economy. Sean Keating breaks down the highlights of this Act and clearly explains how it can help the average American citizen.

Coronavirus Aid, Relief and Economic Security Act

 

 

March 31, 2020

Recap of the first quarter of 2020 

Quarterly Market Review, March 2020

 

March 27, 2020

Througout the last several weeks, the markets have been very volitile.  Here is an up to date, insightful market commentary by our PM, Brad Daniels, CFA, 

Market Commentary

 

March 2020

Read about the affects of past epidemics and the stock market reaction:

Epidemics and Markets

 

 

January 2020

Annual Market Review

December 31, 2019

Now that 2019 is over...the next question that will come to mind is:  "Where are we headed for 2020?"

Click the link below to find commentary on 2019 and the outlook for 2020 from our in-house Portfolio Manager, Brad Daniels.

The Outlook for 2020 by Brad Daniels, CFA, Senior Portfolio Manager, Senior Investment Consultant

 

December 2019 - RFG Article 

Recap of  Earnings Season by Brad Daniels, CFA

 

November 2019 RFG Article - Research on Procrastination

Why Do It Now?  

 

October 29, 2019

Networking with a Purpose!  Health and Wealth Series, Event #2

Dorothea co-hosted another networking event at the Red Bank Women's Club. This event-- which included 4 interesting and dynamic speakers-- was very well received.  Dorothea encouraged the attendees to focus on their values and goals and to take action when it comes to their finances! 

 

 

October 2019 - Rosso Financial Group Monthly Article with commentary from Brad Daniels, CFA, Senior Portfolio Manager, Senior Investment Consultant

Earnings Season is Upon Us!   

 

September 24, 2019

Dorothea Zando hosted a women's networking event and where she gave a presentation titled:

"Connecting your Values, your Goals and your Money". 

In the spirit of empowering women to take control of their financial lives, she also reminded the group to be "like the little girl in the picture...be 'fearless'!!"

 

 

 

 

 

 

 

 

 

 

 

September 2019

With Age Comes Responsibility! Helpful Advice for the Millennial Generation.

 

July 19, 2019

Sean Keating, as the featured speaker at the Monmouth Regional Chamber of Commerce meeting. Sean spoke about the importance of having the right financial management team, the benefits of working with an experienced team and the advantages of in-depth financial planning --without forgetting about taxes, of course! 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

June 2019

Wedding season is in full swing in the month of June! Here is some sound advice about marriage and finances.

Contributed to the Navesink Area Journal by Sean T. Keating, Certified Financial Planner, EA, ChFC, CDFA

Before You Tie the Knot!

 

May 2019

Graduation season is upon us!  Make sure you and your teen are prepared to disucss the cost of college.

Discussing College Costs with your Teen

 

Are you an emtional investor?  Read our latest article about the important role emotions can play when investing.

Market Emotions

 

April 2019 Newsletter 

How to Avoid Tax Scams

 

Quarterly Market Review - January - March 2019

 

Rosso Financial Group in the news !!  The Lincroft Journal - "10 Things to Consider Before Getting Married" by Sean T. Keating 

https://www.thejournalnj.com/articles/rosso-financial-group-nj-top-10-things-to-consider-before-getting-married/

 

December 2018 Newsletter

Click the link below to learn about security and privacy in the digital home!

Security and Privacy in Today's Connected Home

 

November 20, 2018 - Market Commentary by Mr. Brad Daniels 

November 5, 2018 - Market Week,

July - September 2018 - Quarterly Market Review