Blog

A Summer to Remember

We all lead busy lives and we’re not always able to share all of the latest news with all of the people we know. So, we wanted to take a moment to recount some of the events we’ve attended and the people we’ve met over the past few months. We had a happy Pride and we...

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The Rise of the Robo-Advisors

Robo-advisors are a hot topic in the financial media these days and we’ve received many questions about them; namely: what are they, what do they do, and how is what they provide different from how we serve and support our clients They may sound like the antagonists...

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Gravel Road Investing

Owners of all-purpose motor vehicles often appreciate their cars most when they leave smooth city freeways for rough gravel country roads. In investment, highly diversified portfolios can provide similar reassurance. In blue skies and open highways, flimsy city sedans...

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Meet Sandy Holmes, Our Newest Team Member

Sandy Holmes is the newest addition to the Robasciotti & Associates, Inc. team, initiating the position of Operations Manager. In this role, she oversees and directs the administrative and operational side of the firm including human resources, internal...

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The Google Effect

What can’t Google do? Free email, customized searches, maps, apps, browsers, video—the list goes on. Now researchers at Warwick Business School in the UK and Boston University in the US say they have developed a method that identifies historical links between searches...

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Beyond Long-Term Care Insurance

70% of people turning age 65 today can expect to use some form of long-term care during their lives, so says the U.S. Department of Health and Human Services. This stark fact makes long-term care planning critical when planning for later in life. In addition to...

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Meet Jacalyn Flagg, Our Newest Team Member

Jacalyn Flagg is the newest addition to the Robasciotti & Associates, Inc. team, and taking on her role as Office Administrative Assistant with aplomb. In this role, she assists Michelle with managing the office and now directs all accounts payable and receivable....

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What Happened to Socially Responsible Funds?

Most of our clients are familiar with socially responsible investing, an approach to investment management that focuses on investing in companies that meet certain social and ethical criteria. What makes this option particularly unique is that, while it still aims to...

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Quarterly Tax Payments: A Primer

If you’re self-employed, you should be paying your estimated taxes four times a year. We have found that there is some general confusion about this concept among our clients and hope this article provides some clarity. But, we also strongly recommend talking to a tax...

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