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.

Read more

The Benefits of a Passive Core

 February 18, 2022 |Di Iorio Wealth Management
As we mentioned in our last blog post – we have recently undertaken some of the more significant changes to our portfolio management approach in some time. While we have always believed in having a stable “core” of our portfolios, which makes longer-term...
Read more

What Does "Secular Growth" Mean?

 June 14, 2021 |Di Iorio Wealth Management
One of our most strongly held beliefs when it comes to investing is that the core of our portfolio should always be exposed to long-term secular growth themes. One question we hear fairly often is: What does “secular growth” mean? While there is no precise...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

DWM's 2019 C2 Recap

 June 06, 2019 |Di Iorio Wealth Management
This time last year we posted an update after attending the 2018 edition of C2 Montreal in which we reviewed some of the biggest themes of the event. After taking in some of this year’s edition in May, we decided to follow-up with another update highlighting...
Read more

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...

Read more

We’d love to hear from you regarding the content of this blog.

*Required fields

Categories

Archives