by Sgroi Lawley Group LLC | Mar 9, 2026 | Helpful Education, Investing and Financial Planning
Geopolitics and Market Volatility Recent news has reported military actions involving the US and Israel targeting Iran, with significant impacts on leadership, military facilities, and nuclear infrastructure. In response, Iran has launched missile and drone...
by Sgroi Lawley Group LLC | Feb 28, 2026 | Retirement Planning
Starting a Roth IRA for a Teen Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you. Rules for setting up a Roth IRA. If your teen has an earned...
by Sgroi Lawley Group LLC | Feb 25, 2026 | Investing and Financial Planning, Podcast, Sgroi Financial News
When is it Time to Talk to a Financial Planner? In this episode, we discuss key moments on when it’s advisable to reach out to a financial planner, such as marriage, divorce, retirement, starting a business, or receiving an inheritance and how thoughtful...
by Sgroi Lawley Group LLC | Feb 15, 2026 | Retirement Planning
Traditional vs. Roth IRA Traditional Individual Retirement Accounts (IRAs), which were created in 1974, are owned by roughly 43 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 35 million...
by Sgroi Lawley Group LLC | Feb 2, 2026 | Helpful Education, Sgroi Financial News
Sgroi Lawley Newsletter Each quarter, we share a newsletter with our clients featuring insights into the financial world and updates from Sgroi Lawley. In this edition, we review the 2026 Contribution Limits and Retirement Changes, provide an indepth market review, a...
by Sgroi Lawley Group LLC | Jan 30, 2026 | Investing and Financial Planning, Market Updates, Sgroi Financial News, Webinar
Sgroi Lawley Presents Market Moves What happened in the markets during Q4? Hear from Vincent Scarsella, Director of Research & Investment Development, as he breaks down market performance throughout 2025 and shares insights on what to expect, along with potential...
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