Pete's Insights


Thriving during adversity

January 26, 2021 - Peter Alepra

As the New Year begins, by realizing we have overcome months of adversity, this provides a roadmap for dealing with any new challenges in front of us.

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The process of comfort based planning

January 20, 2021 - Peter Alepra

The Process of Comfort Based Planning starts with a customized identifying risk and return expectations along with your overall life goals.

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Approaching retirement in today’s world

September 28, 2020 - Peter Alepra

The coronavirus pandemic has forced many older workers to reassess their careers and how they view retirement. People who are fortunate enough to be….

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Dealing with short-term market volatility

September 18, 2020 - Peter Alepra

Over the last few months, we’ve become far too accustomed to it. Stocks down triple digits one day and up the same amount or more the next day….

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The plan is the path

September 8, 2020 - Peter Alepra

No one planned for this - having a financial plan with mechanisms in place will help you get through these uncertain times due to the coronavirus and ongoing market volatility.

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The emotional transition to retirement

August 4, 2020 - Peter Alepra

Most people focus on preparing financially for retirement, but the emotional aspect of retirement should not be overlooked.

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The Reasoning Behind Common Investor Mistakes

July 22, 2020 - Peter Alepra

At some point, most of us have committed a costly investor mistake...understanding why we do these things may help avoid the typical investing pitfalls.

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Daily Habits for Your Health and Finances

July 10, 2020 - Peter Alepra

When my clients describe their ideal retirement, the most common responses are “healthy”, “comfortable“ and “secure.” Typically most successful retirees find ways to align.

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