At D’Angelis Wealth Management, the relationships we build with our clients have always meant more to us than any single portfolio or plan. So every year, we set aside time to do something simple but
Joint airstrikes against Iran targeting high-value military installations to hinder Iran’s nuclear development efforts and degrade its military capabilities while removing the Iranian regime from power are ongoing. The death of Iran’s Supreme Leader, Ayatollah
“Will I have enough money to retire?” It’s the question that keeps successful professionals awake at night. You’ve accumulated substantial assets—maybe $500,000, $1 million, or more. But translating those account balances into sustainable retirement income
The last few days of July and the beginning of August have brought a flurry of key economic data, central bank activity, company earnings results, and tariff news. Here are some takeaways from the week
LPL Research recently unveiled Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations, our semi- annual report that recaps where markets and the economy have been over the first half of 2025 and where we think they
As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to
Markets have been all over the place lately. You’ve probably felt it, even if you’re not watching the numbers every day. And when things get choppy, it’s easy to react. Sell too soon. Miss the
Investing is a lot like baseball. The primary goal is to earn more returns or score more runs. But doing that requires more than a big bat. You need to pay attention to the strategic
Every great dynasty in baseball started with a vision—a clear plan that aligned talent, strategy, and values. Your family’s financial legacy deserves the same thoughtful approach. As we begin 2025, D’Angelis Wealth Management invites you to create your family’s
As we wrap up another year, it’s natural to pause and reflect. Just like reviewing game footage between seasons, your financial journey benefits from taking a moment to assess the past year’s performance. What strategies
