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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Around the country, attitudes about retirement are shifting.
A look inside the U.S. government's statistics on household net worth.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you have causes that you want to support with donations? Here are three tips.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.