Five Big Mistakes Mutual-Fund Investors Make

March 29, 2018 | By Steven DiGregorio

So, you think you’ve got this investing game down, right? You got 6% of your paycheck going right into your company 401(k) plan, invested in mutual funds. The plan is allocated to your Target Retirement Year or horizon (Target Date Funds) and it’s Auto Re-balanced 4 times/year!  Easy, peasey! Well, yes. Investing in mutual funds […] READ MORE



8 Timeless Principles of Investing

8 Timeless Principles of Investing

November 7, 2016 | By Steven DiGregorio

8 Timeless Principles of Investing    FOCUS ON WHAT YOU CAN CONTROL Market movements, business decisions, economics, politics, interest rates—many factors can influence the performance of your investments. Instead of worrying about events that are out of your hands, focus on that which you can control. PUT TIME ON YOUR SIDE The financial markets reward […] READ MORE


5-brexit-takeaways-for-us-investors

5 BREXIT Takeaways for U.S. Investors

October 14, 2016 | By Steven DiGregorio

5 Brexit Takeaways for U.S. Investors   Great Britain shocked the world by voting to exit the European Union (EU) on June 23rd. This ‘Brexit’ is unprecedented, and the anxiety around what happens next is stoking volatility in global financial markets. Here are five guidelines to help U.S. investors chart a course through the uncertainty: […] READ MORE


Tax Refund

Make Your Tax Refund Work for You

April 27, 2016 | By Steven DiGregorio

Make Your Tax Refund Work for You   How will you spend your tax refund? Every year we scramble to get our taxes filed with the IRS, no one wants to pay penalties or give Uncle Sam cause to audit our taxes. After the 15th of April most either have received or happily begin thinking […] READ MORE


Dividends Income

Dividends & Income: Smart Investing

April 25, 2016 | By Steven DiGregorio

It’s easy enough to buy low and sell high when the stock market moves up and down.  But how do you profit as an investor when the market is sideways? A market with no definable direction is known as  a horizontal, flat or sideways market. This defines a period in which prices waver within a narrow […] READ MORE


Next