Mark DiOrio, CIO, at Brookstone Capital Management talks about ideas moving forward with anticipated Fed interest rate cuts. WATCH VIDEO Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and (insert your DBA name here) are independent of each other. Insurance products and services are not offered [...]
CFO of Brookstone Capital Management, Mark DiOrio addresses the outlook for the stock market moving forward in this informative video:
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 [...]
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
Divorce can be a very emotional time. It is important to not ignore the impacts on you financially. Divorce can devastate your retirement plan but you need to be proactive and take action. Here is a good article from MSN that can provide helpful information and tips. Remember, I am her for you or someone [...]
In this month’s recap: Stocks hit some turbulence, turning cautious amid slowing economic growth, and policy debate in Washington. Monthly Economic Update Presented by Carla Merlak, October 2021 U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate [...]
End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2021. Provided by Carla Merlak What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you [...]
Mark DiOrio, CFA, Chief Investment Officer at Brookstone Capital Management, shares his 3rd quarter market outlook on this quick zoom presentation. CLICK HERE Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Carla Merlak/Merlak Tax Advisory Group, Inc. are independent of each other. Insurance products and services [...]
