M.W. Aragao & Co.

Registered investment advisors and tax accountants. Specialize in strategic asset allocation with short-term tactical overlays. Utilize #ETF and #CEF portfolios

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Our weekly newsletter: Market Assesses First Republic, GDP Report, A Smaller Social Security Bump May Be On The Way and Red Flags for Tax Auditors. #RIA #Fiduciary #RI #investmentadvising #investmentmanagement #financialplanning #taxes #taxpreparation #ta
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Our weekly newsletter: "Better" is the Best Word, Are You Ready to Go Electric? And, Important Birthdays After 50. #RIA #Fiduciary #RI #investmentadvising #investmentmanagement #financialplanning #taxes #taxpreparation #taxplanning https://t.co/2VMGrS1Zkq
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Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now] https://t.co/MsuVE5rCeC

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Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here: https://t.co/FAP8KXbwIa

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Compound interest can dramatically impact the future growth of your assets. Learn more. https://t.co/xQvGKUG2AB

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Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement. https://t.co/N5kpL7wmtD

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15-year vs. 30-year: know your refinancing options. https://t.co/0EgClaOlCV

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Assets minus liabilities = net worth. When was the last time you calculated yours? #MyNetWorth https://t.co/WNYDWwh3HB

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What will your family do if you can't earn an income? Here are steps you can take today. https://t.co/MnVBEzQg8I

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Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece. https://t.co/GIDMJpiOuH

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The savings rate is the government’s estimate of how much U.S. households are saving. https://t.co/eWkbUAeL1g

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Before buying a vacation home, it can pay to do your homework. Learn more now. https://t.co/7nm0evi1RA

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Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. https://t.co/FO3bBuGmiq

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Currency has been around for a long time. Here’s a quick #history lesson. https://t.co/PDH0lHb6k4

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Low car lease payments look great, but do you really save money in the end? #LeaseACar https://t.co/Tl4KaqMTpV

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Marginal tax bracket and holding period affect capital gains taxes. Learn more. https://t.co/JhWkrPUmMp

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Your home mortgage interest may be deductible. Do you itemize your deductions? #MortgageDeduction https://t.co/aFDadp8DPW

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Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here: https://t.co/QpnZDf0IKJ

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Was it worth it? How long before your gas savings makes up for the cost of that new hybrid? https://t.co/qZ4eUFACDN

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Pay off debt or invest the money? Things to consider before you commit to either option. #PayOffDebt https://t.co/eXo2ikRvMd