Broker Check

April Monthly Newsletter

Wow, can you believe it’s April already? Our team at MyRemoteFA® has been busy helping our clients prepare their tax documents for filing. As the tax season comes to a close for many of you, it’s important to take inventory of your financial situation and goals. This is also a great time to revisit those goals to ensure your plan is optimized and your assets are appropriately allocated. For example, we help many clients every year contribute to IRA accounts around this time of the year. Keep in mind the deadline for many of our clients is fast approaching! Our team is always here to assist you.

Click here to schedule a call with one of our Financial Advisors today.

March Market Performance

                                                                                           S&P 500 Monthly Performance (IVV)             4.10%
                                                                                           Barclays US Aggregate Bond (AGG)               3.23%
                                                                                           MSCI EAFE (IEFA)                                               2.20%

Financial Waypoints

MyRemoteFA® introduces Financial Waypoints, a series that will help you navigate your personal financial journey.

This month’s Financial Waypoint focuses on inflation. Inflation can have both helpful and harmful effects depending on its magnitude and duration. For instance, a moderate level of inflation can encourage people to spend and invest their money, thereby stimulating economic growth. However, it can be harmful because inflation reduces the purchasing power of money, meaning that people can buy fewer goods and services with the same amount of money.

View the video below to learn more about inflation.

Get To Know Your Dedicated Team

Alex Petrovich joined MyRemoteFA® in February 2019. Alex has over 15 years of experience in financial services with a diverse background in banking,  insurance, investments, and financial planning. Alex is a University of Pittsburgh alumni and is a big Pitt fan! He resides just south of Pittsburgh with his wife Alice, son Arthur, and daughter Anya. Alex also has 2 Labrador retrievers, Abby and Bruno. In his spare time, he enjoys hiking around the various trails in his local area and traveling with his family.

    “I have a passion for helping families and individuals plan
     for financial security so that they can focus on what matters
     to them. Working with MyRemoteFA® allows me to help clients
     across the country. I really enjoy being a part of this team, and I’m
     proud of the work we are doing every day with our clients.
     - Alex Petrovich, Head of MyRemoteFA®