Tariff Trantrum? What is happening in the markets
Click to read CIO of Brookstone Capital Management, Mark DiOrio's take on current stock market conditions and expectations on rebounds. CIO-Note-Tariff-Tantrum-04-07-25_1
IRS releases tax inflation adjustments for tax year 2025
IR-2024-273, Oct. 22, 2024WASHINGTON — The Internal Revenue Service announced today the annual inflation adjustments for tax year 2025.Revenue Procedure 2024-40 PDF provides detailed information on adjustments and changes to more than 60 tax provisions that will impact taxpayers when they file their returns in 2026.Notable changes for tax year 2025The tax year 2025 adjustments [...]
Social Security Announces 2.5 Percent Benefit Increase for 2025
Social Security benefits and Supplemental Security Income (SSI) payments for more than 72.5 million Americans will increase 2.5% in 2025, the Social Security Administration announced today. On average, Social Security retirement benefits will increase by about $50 per month starting in January.Over the last decade the cost-of-living adjustment (COLA) increase has averaged about 2.6%. The [...]
Already taking social security? Then this email isn’t for you. If you are born 1954 to 1962 and are NOT taking your benefits, this is an important time for YOU!
Understanding the Ages to Take Social Security BenefitsSocial Security benefits provide crucial financial support for retirees, but deciding when to start receiving these benefits can significantly impact your lifetime income. Once you make a decision and apply, there are very few situations where you can change the election. Here’s a general breakdown of the different [...]
Portfolio Stress Test
Should you consider a portfolio stress test? With so many of you on your own when it comes to making decisions on your life savings, a little professional guidance can go a long way. When was the last time you stress tested your 401k or IRA? Why a Portfolio Stress Test Can Benefit You In [...]
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)
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 [...]