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Aaron Skloff, AIF, CFA, MBA

About Aaron Skloff, AIF, CFA, MBA

Aaron Skloff, Accredited Investment Fiduciary (AIF), Chartered Financial Analyst (CFA) charter holder, Master of Business Administration (MBA), is the Chief Executive Officer of Skloff Financial Group, a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for high net worth individuals and benefits for small to middle sized companies. He can be contacted at www.skloff.com or 908-464-3060.

Entries by Aaron Skloff, AIF, CFA, MBA

Nasdaq Composite Performance Following Bear Market Entry 1973-2022

Nasdaq Composite Performance Following Bear Market Entry 1973-2022 Since 1973, bear markets have typically lasted 111 trading days, or over five months, for the Nasdaq Composite. History also shows that, going back to 1973, tech stocks have typically risen in the first month after the Nasdaq entered a bear market, with the index delivering an […]

Income Tax and Capital Gains Rates 2025 – Part 2

Money Matters – Skloff Financial Group Question of the Month – April 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Income Tax and Capital Gains Rates 2025’ Part 1.  Can you give examples of marginal and effective income tax rates? The Problem – Maze of Marginal and Effective Income Tax Rates Looking at […]

Nationwide CareMatters Together Hybrid Life and Long Term Care Insurance Review – Long Term Care University

Long Term Care University – Question of the Month – 03/15/25 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy.  Can you please review the Nationwide CareMatters Together Hybrid LTC policy? […]

Securian Minnesota Life SecureCare III Hybrid Life and Long Term Care Insurance Review – Long Term Care University

Long Term Care University – Question of the Month – 03/15/25 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy.  Can you please review the Securian Minnesota Life SecureCare III Hybrid […]

OneAmerica State Life Asset Care Hybrid Life and Long Term Care Insurance Review – Long Term Care University

Long Term Care University – Question of the Month – 03/15/25 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy.  Can you please review the OneAmerica State Life Asset Care Hybrid […]

Nationwide CareMatters II Hybrid Life and Long Term Care Insurance Review – Long Term Care University

Long Term Care University – Question of the Month – 03/15/25 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy.  Can you please review the Nationwide CareMatters II Hybrid LTC policy? […]

Brighthouse SmartCare Hybrid Life and Long Term Care Insurance Review – Long Term Care University

Long Term Care University – Question of the Month – 03/15/25 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy.  Can you please review the Brighthouse SmartCare Hybrid LTC policy? Overview. Brighthouse […]

Traditional Versus Hybrid Life and Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 03/15/25 By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Hybrid Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens to all those […]

Income Tax and Capital Gains Rates 2025 – Part 1

Money Matters – Skloff Financial Group Question of the Month – March 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: Our taxes are confusing.  What are the income tax rates and capital gains rates for 2025, following the Tax Cuts and Jobs Act? The Problem – Maze of Tax Rates on Income and Capital […]

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