Investing with Confidence: How Sentiment Creates Opportunity

 March 05, 2025 |Di Iorio Wealth Management
Success in investing is sometimes as much about managing emotions as it is about the numbers. When markets “feel” terrible, our instincts often scream at us to either sell, or stay on the sidelines. However, markets have shown time and time again that...
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2025 Market Outlook: 5 Key Themes for the Year

 January 28, 2025 |Di Iorio Wealth Management
We continue to believe as we move into 2025 (and beyond) that the market is primed for additional upside. We remain in the middle-stages of what we believe to be a generational bull market, with the returns over the next 5-10 years to be driven by productivity...
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25 Lessons From 25 Years Managing Money

 October 18, 2024 |Robert Di Iorio
25 Lessons From 25 Years Managing Money I have been dragging my feet on writing this blog since May of this year. It was in a bar 25 years ago that I found myself unexpectedly recruited into the investment business at my university’s end-of-year celebration...
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Forget Predictions - Some Facts to Remember for 2024 and Beyond

 January 31, 2024 |Di Iorio Wealth Management
Every January for the last several years we have attempted to make predictions about the year ahead. Each year we are then reminded that making predictions, though fun, is far from a reliable science. Over the years we have often been right, but there...
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Leveraging Shorter-Term Cycles Within Generational Trends

 September 26, 2023 |Di Iorio Wealth Management
As most of our clients know, we have long been believers in the Generational Cycles theory. This theory suggests that the S&P 500 follows an alternating trend of Secular Bull Markets and Secular Bear Markets, lasting 16-18 years each, which are broadly...
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Building Wealth with Automation: The Blueprint for Success

 July 04, 2023 |Di Iorio Wealth Management

Discover distinct saving approaches lead to vastly distinct financial outcomes, and learn how automation and professional guidance can help you overcome challenges and assist you in achieving your financial goals.

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The Best of Both Worlds: Leveraging AI and Human Advice

 June 02, 2023 |Di Iorio Wealth Management

Unlock the power of AI and human advice in finance, and discover how AI transforms investing while human advisors remain crucial in managing emotions and behavioral biases. Click to explore this promising synergy!

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The Intersection of Technology and Healthcare: A Generational Opportunity for Investors

 April 06, 2023 |Di Iorio Wealth Management

The intersection of technology and healthcare, and the biotech revolution, are being fueled by an aging population, soaring demand, and cutting-edge advancements. Click to read about the generational investment opportunity offered by this mega-trend.

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Everything you need to know about the new First Home Savings Account (FHSA)

 March 06, 2023 |Di Iorio Wealth Management

Discover the FHSA, designed to enhance the journey towards homeownership. Enjoy tax advantages, tax-free withdrawals, and the potential to grow FHSA savings to over $100,000. Click to learn more about this excellent new program.

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Good Behavior = Good Investment Outcomes

 October 07, 2022 |Di Iorio Wealth Management

Become a better investor by overcoming behavioral biases. Discover common investing pitfalls such as loss aversion and overconfidence; and gain insight from real-life examples to better navigate market emotions for better outcomes.

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