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Sell of downturn on OCT 10th Recap The Cycle of Investing Events on Wall Street

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About D’Angelis Wealth Management

D’Angelis Wealth Management is committed to helping clients seek to create and preserve wealth. We attribute our success to our training, but more importantly, to the personalized approach we take with each client. We employ a unique and very precise advisory process that is tailored to the individual clients concerns and aspirations so together we can help them work towards their long term goals. We are dedicated to work with our clients as we would work with our own family. We aspire to build strong long lasting relationships built on trust, integrity and world class client service. Our goal is to work toward creating strong relationships with our clients that allow them to help structure investment portfolios that attempt to invest prudently, preserve wealth and secure a great lifestyle tomorrow by addressing their finances today.

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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

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The Latte Lie and Other Myths

The Latte Lie and Other Myths

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Inflation & Your Money

Inflation & Your Money

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How Income Taxes Work

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Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

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Doubling Your Money

This calculator demonstrates the power of compound interest.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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This calculator compares the financial impact of leasing versus buying an automobile.

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This calculator will help determine whether you should invest funds or pay down debt.

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5 Smart Investing Strategies

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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Learn how to harness the power of compound interest for your investments.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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