What Smart Investors Know

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

Stage is set for renewed growth in the U.S. economy.

On April 8, 2014, in Investment, by D'Angelis Wealth Management

Spring is a time of renewal. As this wonderful season approaches (and hopefully brings milder weather), we believe the stage is set for renewed growth in the U.S. economy. The seeds of growth in the economy have taken root underneath all the snow and ice. Several recent data points underlie our optimism. The latest edition [...]

Orchestrating Your Retirement Accounts

On April 7, 2014, in Retirement, by D'Angelis Wealth Management

An orchestra is a merely a collection of instruments, each of which brings a unique sound. It is only when a conductor leads them that they create the beautiful music imagined by the composer. The same can be said about your retirement strategy. The typical retirement strategy is a built on the pillars of your [...]

A Taxing Story: Capital Gains and Losses

On April 4, 2014, in Investment, by D'Angelis Wealth Management

A Taxing Story: Capital Gains and Losses Chris Rock once remarked, “You don’t pay taxes, they take taxes.”¹ And in that spirit, thanks in part to higher capital-gains taxes, there may be more taking in 2014. Capital gains result when an individual sells an investment for an amount greater than his or her purchase price. [...]

All Muni Bonds Are Not Created Equal

On April 1, 2014, in Investment, by D'Angelis Wealth Management

The bankruptcy filing of the city of Detroit has left some investors questioning their long-held assumption about the relative safety of municipal bonds.¹ Without question, in the wake of Detroit’s troubles, gaining a better understanding of municipal bonds makes more sense than ever.² At their most basic level, there are two types of municipal bonds: [...]

The Richest Man in Babylon

On March 24, 2014, in Lifestyle, by D'Angelis Wealth Management

The ABCs of Zero Coupon Bonds

On March 21, 2014, in Investment, by D'Angelis Wealth Management

At first blush, the idea of a bond that doesn’t pay interest seems oxymoronic. After all, isn’t a bond a debt instrument that pays periodic interest and repays the principal at maturity?¹ Zero coupon bonds are indeed debt instruments but are issued at a discount to their face value, make no interest payments, and pay [...]

Can Group, Private Disability Policies Work Together?

On March 17, 2014, in Insurance, by D'Angelis Wealth Management

According to The Council for Disability Awareness, a 35-year-old male has a 21% chance of becoming disabled for three months or longer, with the average disability lasting almost seven years.¹ Loss of income for such a duration has the potential to cause significant financial hardship. And while Social Security Disability Insurance may help, it’s critical [...]

Planning for the Expected

On March 14, 2014, in Insurance, by D'Angelis Wealth Management

Perhaps Bette Davis said it best when she observed, “Old age is no place for sissies.” ¹ The challenges seniors have met throughout their lives have made them wiser and stronger, preparing them for the unique challenges that come with aging. As we age, the potential for cognitive decline increases, ranging from simple forgetfulness to [...]

Understanding the Basics of Medigap Policies

On March 11, 2014, in Insurance, by D'Angelis Wealth Management

Medicare coverage can be a critical component for living a healthy life in retirement, as well as for maintaining your financial independence during these years. Yet, as important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years. To fill the holes that exist in [...]

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Louis D'Angelis
louis.dangelis@lpl.com

Vincent D'Angelis
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Phone: 201-839-0370
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Fax: 201-265-1387

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