9 Facts About Retirement

On November 17, 2014, in Retirement, by D'Angelis Wealth Management

Tip: Helpful Kids. In the U.S., roughly 30% of adult children financially support part of their parents’ care. Source: The New York Times, September 19, 2009 Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start [...]

The Business Cycle

On November 14, 2014, in Investment, by D'Angelis Wealth Management

Tip: Not Smooth. During both recessions and expansions, the economy can go through brief reversals in economic activity. A recession may include a short period of expansion followed by further decline; an expansion may include a short period of contraction followed by further growth. Source: National Bureau of Economic Research, 2012 What has upswings and [...]

Global vs. International: What’s The Difference?

On November 6, 2014, in Investment, by D'Angelis Wealth Management

With international stock markets comprising about two-thirds of the world’s capitalization, a broad range of investment opportunities exist outside the borders of the U.S.¹ For investors who are looking to diversify their mutual fund portfolio with exposure to companies located outside the U.S., there exist two basic choices: A global mutual fund or an international [...]

Your Changing Definition of Risk in Retirement

On November 3, 2014, in Retirement, by D'Angelis Wealth Management

During your accumulation years, you may have categorized your risk as “conservative,” “moderate” or “aggressive” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future results. What occurs with many retirees is a change in mindset—it’s less about [...]

16 Wall Street Cliches in 60 Seconds

On October 27, 2014, in Investment, by D'Angelis Wealth Management

Exit Strategies of the Rich and Famous

On October 24, 2014, in Estate, by D'Angelis Wealth Management

Investing with Your Heart

On October 20, 2014, in Investment, by D'Angelis Wealth Management

Some individuals believe that the return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important—perhaps, more important. The history of socially responsible investing stretches at least as far back as the mid-18th Century, but its more modern form began taking [...]

Market Volatilty

On October 17, 2014, in Investment, by D'Angelis Wealth Management

We do not believe the volatility seen in recent weeks is immediate cause for alarm when viewed in the context of historical trends. There is precedent for moves of this magnitude—both up and down—that have taken place during an overall expansion in the economy and favorable period for stocks. Market pullbacks are actually quite common, [...]

Earnings for All Seasons

On October 14, 2014, in Investment, by D'Angelis Wealth Management

While nature offers four seasons, Wall Street offers only one—four times a year. It’s called “earnings season,” and it can move the markets. So what is earnings season and why is it important? Earnings season is the month of the year that follows each calendar quarter-end month (January, April, July and October) in which many [...]

To Buy or Not to Buy

On October 10, 2014, in Lifestyle, by D'Angelis Wealth Management

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