About Mark Rioboli

Mark A. Rioboli, CFP®, CFS is Director of Wealth Management for Independence Advisors, bringing over 25 years of experience in the wealth management industry. Have a question for Mark? CLICK HERE TO ASK MARK

Author Archive | Mark Rioboli

Managing Household Records

Spring cleaning and tax season go together like peanut butter and jelly. Every year we are faced with decisions about what to keep and what to throw away. How long do I need to keep my tax returns? Receipts? Brokerage trade confirmations? Having a system to find these records is just as important as deciding […]

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Index Investing: Opportunities & Obstacles

Legend has it, a pharmacist named John Pemberton was searching for a headache cure when he tried blending Coca leaves with Cola nuts. Who knew his recipe was destined to become such a smashing success, even if Coca-Cola® never did become the medicine Pemberton had in mind? In a similar vein, when Charles Dow launched […]

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Stock Market Index Mechanics: Interesting Idiosyncrasies

Key Takeaways It all started with the Dow Jones Industrial Average, but its time is over How many individual securities does an index need to track to correctly reflect its target market? How well do you really know what your index is up to? Market indexes. You read about them all the time, such as […]

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Market Indexes: A Few Points about Index Points

As we covered in our last piece, indexes have their uses. They can roughly gauge the mood of a market and its participants. If you’ve got an investment strategy that’s designed to capture that market, you can see how your strategy is doing in comparison … again, roughly. You can also invest in an index […]

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Understanding Stock Market Indexes Part I: Indexes Defined

Key Takeaways A stock index represents a part or the total stock market Indexes can be used to gauge investment performance for a market segment Indexes are not predictive Since nearly every media outlet on the planet reported the news, you probably already know that the Dow Jones Industrial Average topped 20,000 for the first […]

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There’s Still Time to Contribute to an IRA for 2016

Calendar year 2016 is long gone, but there’s still time to make a regular IRA contribution for tax year 2016! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2016 ($6,500 if you turned age 50 by December 31, 2016). For most taxpayers, the contribution deadline for […]

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Choosing an IRA Beneficiary? Choose Wisely…

Key Takeaways Your choice of beneficiary(s) for your IRA can have major tax consequences. Choose wisely with your advisor’s counsel. Leaving your IRA to an individual is a simple and flexible solution. Leaving your IRA to a trust is more complex and requires the advice of an experienced estate attorney. How do I choose the […]

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