Our office, in affiliation with Principal Wealth Solutions, LLC (PWS), provides a wide array of financial services. PWS’s president, Rocco Tatasciore, has provided insurance and investment services to individuals and small business clients since 1984.

Principal Wealth Solutions, LLC and its professionals believe in a holistic approach to financial services, integrating the many facets of your financial needs. They bring a wealth of experience to our clients. Their financial and insurance professionals will analyze your needs and risk tolerances to help develop a strategy that will address your needs in a professional and competitive manner.

Retirement Plans
Financial Analysis
401K Planning and Rollover Choices
Third Party Asset Management Services
Auto, Homeowners, and Life Insurance
Business Liability Insurance
Group Health and Life Insurance

Rocco, and his staff will suggest an investment strategy designed to help address your needs and goals. In today’s changing marketplace experience can be a pillar on which to rely for sound professional investment strategies.

In many ways, the internet has changed the way we invest and the way we hope to potentially profit from those investments. We understand how hard you have worked to accumulate assets and how difficult finding an experienced financial executive can be. That is why we offer you our full resources and our commitment to excellence. You will be able to access your accounts and view activity and balances 24 hours a day, 7 days a week at our financial website: www.principalwealthsolutions.com.

To reach Principal Wealth Solutions, LLC please feel free to contact Rocco Tatasciore at: 610-409-0630 extension 111 or by email at: roccot@bmpcpas.com.

Understanding Risk

What you probably already know about risk

Even though you might never have thought about the subject, you're probably already familiar with many kinds of risk from life experiences. For example, it makes sense that a scandal or lawsuit that involves a particular company will likely cause a drop in the price of that company's stock, at least temporarily. If one car company hits a home run with a new model, that might be bad news for competing automakers. In contrast, an overall economic slowdown and stock market decline might hurt most companies and their stock prices, not just in one industry.

However, there are many different types of risk to be aware of. Volatility is a good place to begin as we examine the elements of risk in more detail.

What makes volatility risky?
Read the article »

Print-Friendly

Send to Friend

Ask a Question

Roll Overs

Many times, we're asked "Should I roll my previous employer's retirement plan over to an IRA or leave it with my employer?" In virtually every case, the answer is a resounding "Roll it over"!

Read the article »

Print-Friendly

Send to Friend

Ask a Question