Considerations when choosing Roth IRA strategies
Use this link to download the checklist, flowchart as a guide: Should-I-Contribute-To-My-Roth-IRA-Vs.-My-Traditional-IRA-2024 (1) (1)
Mark DiOrio shares his thoughts on the stock market through yearend
CFO of Brookstone Capital Management, Mark DiOrio addresses the outlook for the stock market moving forward in this informative video:
Importance of Record Keeping for Small Businesses
I wanted to take a moment to emphasize the critical importance of record keeping for small businesses. Effective record keeping not only ensures compliance with regulatory requirements but also plays a pivotal role in the strategic management and growth of our company. Here are a few key reasons why maintaining accurate records is essential: Financial [...]
Importance of Personal Tax Planning Throughout the Year
As we continue through another year, I wanted to highlight the significant benefits of engaging in proactive personal tax planning. Whether you're a freelancer, business owner, or employee, effective tax planning can make a substantial difference in optimizing your financial situation and ensuring compliance with tax obligations. We, at Merlak Tax, recognize this and encourage [...]
Mark DiOrio, CIO at Brookstone, comments on recent market volatility
CIO-Note_Market_Volatility_08-05-24 We will continue to monitor the market.
June Market Watch by Mark DiOrio, CIO, Brookstone Capital Management
I wanted to share insightful information on what is happening in the stock and bond markets and why we may some volatility in the 2nd and 3rd quarters of 2024. Monthly Market Watch 062024 MarkDiOrio
Meet on of our trusted partners Corey Greifenkamp with Compass Mortgage
https://vimeo.com/949286422?share=copy Over the next few months we will be doing videos with our Strategic Partners that may play a role in your financial life. This month's interview is with Corey Greifenkamp. Corey is a Full Service Mortgage loan officer with Compass Mortgage with a full range of loan products to suit your needs. Email: coreygreifenkamp@compmort.com Phone: 815-307-4290 [...]
Are Money Market Funds the best place for your money?
Mark DiOrio, Chief Investment Officer at Brookstone Capital Management, shares Market Insights on "How the hottest investment may end up costing you" He is speaking about Money Market Funds. Watch this short video to see what he has to say. Learn more about Brookstone Capital Management, LLC. Brookstone Company Profile 2023 Investment advisory services [...]
Market Insights – Concentration Risk Lurking in the S&P 500
Mark DiOrio, Chief Investment Officer at Brookstone Capital Management, shares some great insight on the S&P 500 and how to reduce your risk. Watch this short video.
Energy Tax Credits 2023 thru 2032
The Inflation Reduction Act expanded the credits available for residential energy credits. You may now receive up to $1,200 per year thru 2032. In order to receive the credit(s), it will be up to YOU to determine if you qualify. If you replaced your furnace, air conditioner, hot water heater, windows, doors or insulation, please do the [...]