by Giancarlo DAlimonte | Mar 4, 2018 | General Info, Investments
DOL Releases Conflict of Interest Rule Over the past year, there has been increasing buzz in the financial industry surrounding new regulation from the Department of Labor (DOL). The “Conflict of Interest Rule” proposed by the DOL seeks to apply a “fiduciary standard”...
by Giancarlo DAlimonte | Jan 9, 2018 | Finances, General Info
Financial Newsletter The January effect Ever since economist Sidney Wachtel first coined the term in 1942, analysts and market pundits have been eager to talk about a seasonal market movement known as “the January effect.” In its simplest form, the January effect is...
by Giancarlo DAlimonte | Jan 5, 2018 | Financial Planning, General Info
6 Celebrity Money Mistakes Celebrities: they’re just like us! They navigate the grocery store, negotiate their children’s temper tantrums and even make mistakes with their finances. When a celebrity makes a money mistake, the effects are often costlier because of the...
by Giancarlo DAlimonte | Dec 4, 2017 | Finances, General Info
By the numbers: The holiday season At the end of every year, Americans tend to kick up their spending when they buy presents, decorations, and other items for the holiday season. Let’s examine a few figures to learn how holiday spending impacts the average consumer’s...
by Giancarlo DAlimonte | Dec 3, 2017 | General Info, taxes
See how charitable giving affects each of the six main areas of a comprehensive financial plan, and determine how to plan your charitable strategy with all aspects of your financial plan in mind. Retirement planning Budgeting for charitable funds: The size of your...
by Giancarlo DAlimonte | Nov 3, 2017 | General Info
Giving to Disaster Relief Every year, natural disasters destroy cities and displace thousands of people from their homes. The world responds to these catastrophes through local and international relief efforts funded by charitable donations. Though many charities try...
