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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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 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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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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Crisis Analysis - A Socio-Economic Perspective

 March 31, 2020 |Di Iorio Wealth Management
We are living through a period of unprecedented uncertainty, one which we believe will have both lasting social, as well as economic effects. The focus of this post will be to share some of our views of both the immediate, and longer-term impacts of the...
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"Recessions" Re-Examined

 September 03, 2019 |Di Iorio Wealth Management
There has been plenty of talk over the last few months about when the US economy will slip into the next recession. It seems that this is being driven by various topics, including uncertainty surrounding the ongoing trade negotiations between the US and...
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Our Take on Bitcoin

 September 21, 2017 |Di Iorio Wealth Management

Welcome to Di Iorio Wealth Management’s new Behind the Numbers blog. Previously, we have distributed a quarterly newsletter under the same name, but in an effort to send out more regular...

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