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 [...]
CIO-Note_Market_Volatility_08-05-24 We will continue to monitor the market.
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
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 [...]
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 [...]
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.
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 [...]
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 [...]
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 [...]
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 [...]
