Panarella Wealth Management LLC

Panarella Wealth Management provides high quality, customized investment management and financial pl

PLANNING AS THE DIFFERENCE
One of our greatest strengths is our ability to integrate our client’s personalized plan with their investment strategy and respond quickly to changes in their situation or current market conditions. We take the necessary time to review and understand your own unique planning goals, personal balance sheet, investment strategies, asset allocation and risk tolerance. Becau

Six questions facing US stock investors as 2023's second half nears 08/10/2023

📢📊 Six key questions for US stock investors in the second half of 2023.

1️⃣ WHERE'S THAT RECESSION? Economic concerns linger despite a resilient US economy. Will a soft landing continue?

2️⃣ HOW FAST WILL INFLATION FALL? Inflation rates are moderating, but still above the Fed's target. Will it reach the desired level?

3️⃣ CAN THE RALLY BROADEN? Megacap stocks are driving gains, but is the rally sustainable without broader participation?

4️⃣ WHEN WILL AI BEAR FINANCIAL FRUIT? Advances in AI have boosted expectations, but when will the benefits materialize?

5️⃣ WHERE ARE THE WEAK SPOTS? The banking sector crisis may have been averted, but what about vulnerabilities in commercial real estate?

6️⃣ CAN EQUITIES COMPETE WITH BONDS AND CASH? Rising rates have made fixed income assets more appealing. Will it affect stock returns going forward?

Stay informed and navigate the market with these crucial questions in mind!



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Six questions facing US stock investors as 2023's second half nears The U.S. stock market has powered higher in the first half of this year despite numerous obstacles, from banking sector turmoil to recurring doubts about the economy's health.

Retirement Accounts When You Change Your Job 08/01/2023

What Happens To Your Employer-Sponsored Retirement Accounts When You Change Jobs? Find out in our latest video.

Retirement Accounts When You Change Your Job This video discusses issues related to your retirement accounts when you move on from your job.

07/12/2023

The current market rally has lasted roughly nine months, about the length of the market's downtrend in 2022. While the Standard & Poor's 500 remains well below the high, the downtrend and the uptrend are starting to look similar. The first quarter gross domestic product expanded at a 2% rate, and the job market appears in good shape. Meanwhile, the stock market, considered a lead indicator, rallied in the first half, catching some by surprise. Those in the "just a matter of time before a recession" camp point to the yield curve. It remains inverted, with the interest rate on 2-year Treasury notes higher than on 10-year Treasury notes. Historically, an inverted yield curve has signaled a recession. Remain focused on your investment strategy, which reflects your goals, time horizon, and risk tolerance.

Photos from Panarella Wealth Management LLC's post 06/16/2023

Jerome Powell's cautious stance on short-term rates may anticipate one more rate increase later this year, with rates potentially trending lower by December. While Powell hasn't finalized July's policy, all eyes are on economic reports like the Consumer Price Index (CPI) to gauge the situation. Considering Powell's past efforts to convince the market about transitory inflation, his conservative outlook is understandable. But with the challenging task of navigating monetary policy, we can expect positive news from the Fed if it aligns with the situation.

Photos from Panarella Wealth Management LLC's post 05/24/2023

Wall Street awaits the results of debt ceiling negotiations. Attention may come back around to inflation and the Fed's monetary policy, afterwards. That's what 25 institutional investors surveyed by the New York Fed ranked as one of their top concerns for the next 12-18 months. But other factors could also take center stage.

04/19/2023

📊 In April, there are 11 economic reports scheduled for release in 19 trading days. So if you're looking for a reason to worry, you won't have to wait too long. Stay tuned for the latest updates and analysis! 📊

03/10/2023
12/31/2022

After a complicated year, the next dawns with new opportunities. Now is the time to think about the new year and plan for action. The start of a year is the right time to work on a dream or two. It is also an excellent time to adjust or refine a financial strategy. Call our office at 860-263-7533 if you would like to start a conversation. Have a safe and Happy New Year!

12/23/2022

Seasons Greetings from Panarella Wealth Management!

Once Upon a Goal 09/05/2021

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Once Upon a Goal Do you know how to set up your financial goals for success? This knight does.

Diversification, Patience, and Consistency 08/30/2021

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Diversification, Patience, and Consistency Three important factors when it comes to your financial life.

The Pre-Retirement Checklist 08/27/2021

How prepared are you for retirement?

The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are.

Rebalancing Your Portfolio 08/20/2021

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The best college student discounts: Where to find them and how to use them 08/18/2021

If your children or grandchildren are heading back to college this summer, they may be able to find some discounts for your back-to-school shopping. CNBC has the details.

The best college student discounts: Where to find them and how to use them College students are heading back to campus this month. Here are the retailers offering student discounts so you can save on back-to-school shopping.

Pullbacks, Corrections, and Bear Markets 04/23/2020

Pullbacks, Corrections, and Bear Markets Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

How to Create a Private Foundation - Worth 04/15/2020

Philanthropically minded? Worth explains what you need to know to create a private foundation: http://bit.ly/398OSsE

How to Create a Private Foundation - Worth Starting a foundation to pursue your philanthropic passions can add a new level of meaning to your life—as long as you know how to avoid the pitfalls.

Millennial small business owners are a plentiful and profitable audience 04/13/2020

Millennials represent the fastest growing segment of American small business owners. Fast Company covers the story @ http://bit.ly/2TzDj8Y

Millennial small business owners are a plentiful and profitable audience A new study finds there are more millennial small business owners than ever before—with big money to spend today and tomorrow.

FOMC raises a special interest rate on bank reserves 04/10/2020

The Fed just left the benchmark interest rate alone, but it did raise another rate. MarketWatch has more: https://on.mktw.net/2UhYpJV

FOMC raises a special interest rate on bank reserves WASHINGTON (MarketWatch) - The Federal Reserve left its benchmark short-term interest rate unchanged again in January, but it did slightly raise a special...

What FICO score changes could mean for retirees 03/25/2020

This article @ MarketWatch explains what recent FICO score changes could mean for retirees: https://on.mktw.net/2uclcMm

What FICO score changes could mean for retirees This article is reprinted by permission from NextAvenue.org. Fair Isaac, the giant credit score company, recently announced the biggest change since 2014 in...

Multigenerational Wealth Preservation: What You Need To Know 03/23/2020

A Forbes post lists 3 actions families can take to try and overcome the threat of wealth erosion: http://bit.ly/2ShL1nl

Multigenerational Wealth Preservation: What You Need To Know Family offices should gain a clear understanding of the generational challenges and risks they may face and learn how to manage and mitigate these.

U.S. adds 225,000 jobs in January as hiring speeds up again - labor market ‘astounding’ 03/20/2020

Hiring picked up in January. MarketWatch has the details on the latest jobs report from the Department of Labor: https://on.mktw.net/2SkFBqs

U.S. adds 225,000 jobs in January as hiring speeds up again - labor market ‘astounding’ The U.S. created a robust 225,000 new jobs in January to get off to a good start in 2020, reflecting surprising resilience in the labor market despite a...

Starting Estate Planning Conversations With Family 03/18/2020

How do you talk to your loved ones about what should happen to your wealth after you die? Forbes offers some tips @ http://bit.ly/2NCUHpM

Starting Estate Planning Conversations With Family You certainly don’t have to tackle all of your communal money-related questions during the holidays, but one key conversation should be at the top of your “to-do” list: estate planning.

You can now give a student loan payment as a Christmas gift 03/16/2020

Give someone the gift of financial relief with a student loan payment. MarketWatch has more details on how to make this happen: https://on.mktw.net/2PCFLcD

You can now give a student loan payment as a Christmas gift A new app’s feature joins the ways people can give the gift of freedom from student loan debt.

Catch Up Contributions Boost Your Retirement Savings | Investor's Business Daily 03/13/2020

How much can catch-up retirement contributions help you? Take a look at this article @ Investors.com: http://bit.ly/2LmsDGa

Catch Up Contributions Boost Your Retirement Savings | Investor's Business Daily How much can catch-up contributions help you? Small additional savings can compound into big retirement balances in fairly short periods of time.

New law may encourage businesses to offer retirement plans 03/11/2020

The SECURE Act may help more small businesses launch retirement plans. Read more about this @ Yahoo! Finance: https://yhoo.it/39QDrXA

New law may encourage businesses to offer retirement plans A new law expanding retirement plan options for small businesses may encourage more companies to offer the benefits to their workers. One of the bill's features makes it easier for small businesses to band together to offer 401(k) and other retirement plans. What are called Multiple Employer Plans

Avoid these 3 estate-planning mistakes and make probate cheaper and easier for your loved ones 03/09/2020

Who will inherit your investments and bank accounts? MarketWatch notes why you should review beneficiary forms: https://on.mktw.net/2RJQ4g2

Avoid these 3 estate-planning mistakes and make probate cheaper and easier for your loved ones At the very least, fill out simple forms to make sure your bank accounts and investments immediately go to your heirs

Forbes Guide To Whole Life Insurance 03/06/2020

Whole life insurance can potentially build cash value. Forbes explains how it is designed to work @ http://bit.ly/2RQ08mS

Forbes Guide To Whole Life Insurance We look at the guarantees within whole life insurance policies and options for accessing the cash value. Here are ways to decide if whole life is right for you.

Why single women are buying more homes than single men 03/04/2020

Why are single women buying more homes than single men? NBC News looks at this trend @ https://nbcnews.to/37E6Yl8

Why single women are buying more homes than single men Single women accounted for nearly 20 percent of home purchases in 2019, and that number is only continuing to grow.

The 7 Biggest Threats Facing High Net Worth Families Today - Worth 03/02/2020

What are the 7 biggest threats to family wealth? Read this Worth post and see if you agree or disagree with the list: http://bit.ly/303czz8

The 7 Biggest Threats Facing High Net Worth Families Today - Worth From computer hackers to resentful relatives, more money can mean more problems. The good news: You can do something about it.

U.S. consumer spending climbs again in October even as incomes fall flat 02/28/2020

Consumer spending rose for an eighth straight month in October, MarketWatch reports: https://on.mktw.net/35DvW3j

U.S. consumer spending climbs again in October even as incomes fall flat Consumer spending rose in October for the eighth month in a row, a potentially good sign for the U.s. holiday shopping season that gets underway after the...

5 ways to teach your kid to think like an entrepreneur 02/26/2020

CNBC shows you 5 ways to teach your kid to think like an entrepreneur @ https://cnb.cx/2Fb9DqM

5 ways to teach your kid to think like an entrepreneur Encouraging your kid to have an entrepreneurial mindset will help them develop necessary life skills, as well as teach them important financial lessons.

America Braces for Possible French Fry Shortage After Poor Potato Harvest 02/24/2020

Poor harvest could mean that a potato shortage is on the way. Yahoo! Finance takes a closer look: https://yhoo.it/2PcQ1Za

America Braces for Possible French Fry Shortage After Poor Potato Harvest (Bloomberg) -- Terms of Trade is a daily newsletter that untangles a world embroiled in trade wars. Sign up here. Potato processors are rushing to buy supplies and ship them across North America in order to keep French fries on the menu after cold, wet weather damaged crops in key producers in the U...

Retirees, You Need To Stop Supporting Your Adult Children. Here’s Why 02/21/2020

Retirees take a financial risk in supporting their adult children. Forbes notes the potential hazard @ http://bit.ly/36kJQaQ

Retirees, You Need To Stop Supporting Your Adult Children. Here’s Why According to a recent study, 79% of parents financially support their young adult children in some way, but at what cost?

Charity Is Almost Universal Among High-Income U.S. Investors 02/19/2020

Gallup says that 97% of upper-income investors have made charitable donations this year. Discover the reasons why at http://bit.ly/2OLA2zJ

Charity Is Almost Universal Among High-Income U.S. Investors Nearly all high-income investors report donating to charity in the past year. Most did so because of a strong belief in a cause or a desire to make a difference.

02/17/2020

Why do some single women fare poorly as first-time homebuyers? It may come down to negotiating, CNBC says: https://cnb.cx/2sPSP5W

Single women are losing out in the housing market. Here's what they can do about it Single women, on average, pay 2% more for the same house as a single men, and sell for 2% less. And it costing them big in the long run.

US hiring rebounds in wake of GM strike 02/14/2020

Hiring surged in in November. U.S. employers added 266,000 net new jobs, CNN Business reports: https://cnn.it/34YLxun

US hiring rebounds in wake of GM strike US employers added 266,000 jobs and the unemployment rate fell to 3.5% in November, the Labor Department reported Friday.

IRS Free File Helps Seniors and Retirees Do Their Taxes for Free 02/12/2020

As Equities.com notes, the I.R.S. helps some retirees and seniors do their taxes for free. Learn more @ http://bit.ly/2vqYbFO

IRS Free File Helps Seniors and Retirees Do Their Taxes for Free Free File has served 57 million taxpayers and saved them $1.7 billion since debuting in 2003.

Why all millennials should be pursuing financial independence 02/10/2020

MarketWatch takes a look at the advantages of financial independence for millennials: https://on.mktw.net/2PdojLN

Why all millennials should be pursuing financial independence Conventional wisdom just doesn’t work anymore

Managing Financial Risk Starting a Business in Retirement 02/07/2020

Are you considering a part-time business or encore career in retirement? NextAvenue has 5 tips for managing $ risks: http://bit.ly/36ldFb4

Managing Financial Risk Starting a Business in Retirement Launching a business in retirement means knowing how to mitigate risks

IRS Forms 1099 Are Coming, Key Facts For Your Taxes 02/05/2020

Banks and brokerages are sending 1099 forms to taxpayers this month. Forbes explains the different kinds of 1099s @ http://bit.ly/3abi3g4

IRS Forms 1099 Are Coming, Key Facts For Your Taxes The IRS loves Forms 1099, which allow for computer matching against tax returns. Businesses must send out Forms 1099 by Jan. 31. But even if you don't receive one, However, don't assume you're off the hook for reporting income if you don't receive one, you still have to report the income.

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