Rossi & Associates
Helping You Thrive and Endure.
With the uncertainly in today's world, it is important to partner with an experienced team member who seeks to fulfill your needs. A team member you can relate to, count on and who is available to you both now and in the future. The oak tree in our logo is a unifying symbol of both the strength of a mature oak tree as well as a reminder that the mightiest oak started from the smallest acorn. It also serves to remind us of the importance of building from strength. This strength enables the oak to endure in the harshest of storms and it thrives over time. Serving America since 1992, we at Rossi & Associates will present only what we believe are the most suitable of portfolios for our clients. With no pressure from others to sell proprietary products, we build from what we believe meets both your investment needs and our high quality standards.
We proudly support our wounded warriors and veterans everywhere. Rossi & Associates is a veteran-owned business.
Whether you are just starting to save for your future, or are a seasoned investor, Rossi and Associates has decades of financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to individuals, organizations, business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Office Hours: Monday through Friday 9:00 a.m. to 5 p.m. Closed any time the New York Stock Exchanged is closed. After hours appointments available upon request. Consultations by appointment only.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The true cost of raising a child may be far more than you expect.
The uncertainties we face in retirement can erode our sense of confidence.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
How to help determine life insurance needs to provide for your family after you pass away.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A special needs trust helps care for a special needs child when you’re gone.
All about how missing the best market days (or the worst!) might affect your portfolio.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
$1 million in a diversified portfolio could help finance part of your retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Smart investors take the time to separate emotion from fact.