by Derek Dall'Olmo | Jun 11, 2021 | Uncategorized
Congrats, college grad! You earned your 4-year degree doing all the right things – keeping expenses in check by attending an in-state school, buying used books, working a part-time job to pay the bills. What do you have to show for it besides your piece of paper that...
by Derek Dall'Olmo | Jun 9, 2021 | Weekly Happenings
The “new normal” is more like the “old normal” as folks hit the road and pass through TSA checkpoints again. You can’t keep Americans down. Those calling for drastic changes to life as we know it are often proven wrong through time. Still, some features of the...
by Derek Dall'Olmo | Jun 4, 2021 | Monthly Market Brief
US Stocks The equity market followed up a very strong April with modest advances in May. The rally just keeps on chugging. Between rising stock market prices and a red-hot housing market, Americans are in good shape financially considering the events of the past 15...
by Derek Dall'Olmo | Jun 2, 2021 | Weekly Happenings
A single bottle of 1992 Screaming Eagle California wine set a world record $17,625 (Canadian Dollars) at auction last week.[i] So it’s not just the housing market that is en fuego. Many assets are benefitting from cash looking to be put to work. Wouldn’t it be nice to...
by Derek Dall'Olmo | May 27, 2021 | Uncategorized
“The estate tax is only for the rich.” Yeah, right. What if I told you that you were rich! Many Americans are surprised when they add up their assets. Combine retirement accounts, real estate, business ownership, and other assets, and your estate tax liability could...
