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"If you’re looking for a trusted advisor who upholds a fiduciary standard, putting your needs first and provides objective advice not tied to the sale of an investment or insurance product, then you’ve come to the right place."
Steve Stanganelli, CFP®, CRPC®, NAPFA Registered Financial Advisor

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Newsletter Roundup: Choose Your Own News …

Hedge Your Bonds to Protect from Interest Rate Risk

Bond ETFs to Hedge Interest Rate Risk

Whether you are a retiree or an investor accumulating for a goal, you probably have fixed income assets in your portfolio - at least you should. With the prospect of higher interest rates on the radar, investors need to consider bond ETFs to hedge

Chicken Little Sky is Falling

Greek Default: Investing When the Sky Is Falling

With Greek default imminent, what's next?  Investing when the sky is falling is a stomach-churning exercise.  You have to have faith - in yourself, your investment managers and your plan - as well as a medicine cabinet filled with bottles of Tums.  

Retirement Nest Egg

Protect Your Nest Egg from Large Market Losses

We all invest for different reasons but one thing we have in common is that we don't want to lose money.  As an investor you want to buy low and sell high.  And you want to protect your nest egg from large market losses that may devastate your

Asset Allocation Pie Chart

Can Index Investing Be Too Good

Can index investing be too good for investors? If everyone just follows the market, will we all fall of the cliff together?  I don't think so.  But I'm biased here. For those who are clients, you know that index investing is at the core of my

rock-em-sock-em-robots-2

Can Robo Advisors Replace Financial Planners

A lot has been written about the trend toward automated online investment platforms that rely on mathematical models and algorithms. Can robo advisors replace financial planners?  I don't think so.  In the long-run, they can work together. I believe

IRA Investing

Unlock the Power of Your Self-Directed IRA

If you want to be prepared for your retirement, then take charge of  your financial future. Unlock the power of your self-directed IRA. Are you tired of making investments that someone else thinks are good for you? Would you like to make

Save Money with Proper Tax Planning

Lower Your Income Tax Bill When You Sell

While many are still recovering from another tax season, you may benefit by looking ahead to do tax planning to lower your income tax bill when you sell a business or property. Whether you are an owner of a privately-held business or investment

tax

Avoid Common Tax Filing Mistakes

Common 1040 Mistakes to Avoid You may be in a rush to get your tax returns filed but take some extra time to avoid common tax filing mistakes that I see all the time.  These slip-ups often creep into federal and state tax returns. No one

Deep Water Oil Exploration with Haliburton

Good Time to Buy Haliburton Stock?

  Working with people's investments ultimately leads to questions like this: Is it a good time to buy Haliburton stock or oil stock or whatever?  As I tell clients, I'm a 'planner' not a 'prophet' but if you plan well you'll probably make a

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Retirement Planning for the Long Haul

  Imagine a forty-year retirement.  That's a lot of golf and travel and the 'honey do' list at home may actually get finished by then.  But really, what would you do if this happens to you? Your retirement planning needs to begin now. Your

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Steve Stanganelli of Clear View Wealth Advisors, LLC and the editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered by Clear View Wealth Advisors, LLC., a registered investment advisor in the Commonwealth of Massachusetts and Steve Stanganelli, a fee only CERTIFIED FINANCIAL PLANNER (tm) Professional serving clients throughout the Merrimack Valley, North Shore and Greater Boston and surrounding communities in Massachusetts, including Amesbury, Newburyport, Haverhill, Andover, Wilmington, Woburn, Burlington, Waltham, Ipswich, Topsfield, Medford, Melrose, Malden, Wakefield, Stoneham, Salem, Revere, Lynnfield, Peabody, Marblehead, Danvers, Cambridge, Beverly, Saugus, Somerville, Boston, and in the following counties: Essex County, Suffolk County and Middlesex County. Clear View offers independent financial and tax advice and receives no commissions or referral fees for the sale of insurance, annuities or investment products. Personal financial planning services may include tax planning, college funding, divorce planning, retirement income, Social Security claiming strategies, investment reviews and self-directed IRAs. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Massachusetts. Clear View Wealth Advisors, LLC is registered to provide investment advisory services to residents of Massachusetts or where otherwise legally permitted.