Our Position Scoring System

 May 26, 2021 |Di Iorio Wealth Management
One year ago we published a blog called Our Methodology - The DM5. In that post, we presented the five core rules that make up the methodology we apply to all aspects of our business. The overall theme of the methodology is simple: limit the use of emotions...
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Federal Budget 2021

 April 26, 2021 |Di Iorio Wealth Management
The 2021 Federal Budget was released last week, the main focus of which is on helping the economy along the path to recovery from the ongoing pandemic. We wanted to take the opportunity to share some highlights of what was (and what was not) included...
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Embrace the Suck - 4 Principles for Maintaining Perspective on What Really Matters Over Time

 March 17, 2021 |Di Iorio Wealth Management
 “Excellence is not an act, it’s a habit” - Jacqueline Simoneau, RBC Olympic athlete There's a military saying: “Embrace the suck.” It stems from the Buddhist idea that when we deny the reality we are presented with, we only further our own suffering...
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A 5 Step Strategy to Increase Gains and Lower Your Tax Bill

 February 23, 2021 |Di Iorio Wealth Management
Although it may not feel like it, the COVID-19 pandemic has both accelerated some positive trends, as well as shined a light on many areas which were previously underappreciated. We have seen firsthand how vital our healthcare system is, and we believe...
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5 Big Ideas and Predictions for 2021 and Beyond

 January 22, 2021 |Di Iorio Wealth Management
Happy New Year to all of our clients, partners, and friends! We have dedicated our first blog post of the last several years to exploring some themes and making some predictions for the year ahead. This year is no different, and we believe that many of...
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5 Reasons Why Everyone Needs a Roadmap

 November 23, 2020 |Di Iorio Wealth Management
As our clients know, everything we do revolves around the Roadmap. We believe that this is one of the keys towards driving ourselves, as well as the families and businesses we council, towards success. Our Roadmaps lay the foundation for being organized...
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What’s in Your Safe?

 October 13, 2020 |Claudia Pulizzi
During this pandemic, many of us have spent more time working on our homes. Whether that has been taking advice from Mary Kondo or The Home Edit on Netflix and focusing on re-organizing with cute storage supplies, or even going as far as taking on some...
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Back in Black

 August 25, 2020 |Di Iorio Wealth Management
Every so often, we like to post a blog focusing on positivity. About why from an investing perspective, we feel the glass is half full, rather than half empty, and why we feel that investors who share this belief will do extremely well over the next 5...
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Answering Some of Your Frequently-Asked Questions

 July 08, 2020 |Di Iorio Wealth Management
Over the last couple of months, in addition to our regular blog posts, we have recorded a few webcasts. Back in April we shared some of the reasons we were very excited about the investment opportunities we were finding (Why We Are Really Excited Right...
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Our Methodology - The DM5

 May 14, 2020 |Di Iorio Wealth Management
Over the years we have written a lot about the big picture. We’ve covered some of the major trends that we see shaping the future, and more recently we’ve focused specifically on the investment opportunities these trends are providing to those who are...
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