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: [email protected] 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 [...]
Reviewing Your Life Insurance Needs
Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example of this is life insurance. If you have a life insurance policy that you haven't reviewed recently, it may no [...]
Intellectual Property and Your Estate
Among the many considerations to ponder when forming your estate strategy, intellectual property (IP) is among the more important and misunderstood. The phrase itself may be somewhat confusing, as people may not know whether it applies to them or their assets. To clear things up, let's start by defining what exactly is meant by intellectual [...]
Estate Strategies of the Rich and Famous
How the Queen of Soul, the Lizard King, and Other Celebrities Determined Their Legacies Famous people are all too human. Tabloid newspapers and celebrity magazines and websites make bank chronicling their every moment, from going out for a coffee to attending glamorous premieres and glitzy concerts. And, yes, whenever they make a mistake, those same [...]
New Social Security Facts for 2024
Social Security has released the COLA increase for 2024 and other important facts for the upcoming year. Medicare Part B costs will raise to $174.70, an increase of $9.80/month. Read all the changes on this fact sheet: social security 2024 fact sheet