spencerdieck
Pistone Wealth Joins Stratos
We have exciting news! Our firm has joined Stratos Wealth Advisors in Beachwood, Ohio. Stratos was founded by Jeff Concepcion in November...
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spencerdieck
Mar 213 min
Tips for Women to Build Financial Independence
Every woman needs to balance her financial past with her financial future. Traditionally, women have been the caretakers of both the...
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spencerdieck
Mar 143 min
Women’s Financial Stress at an All-Time High
The state of women’s financial health is not a statistic – it’s a call to action. A recent report from Ellevest, a financial management...
399 views0 comments
spencerdieck
Mar 73 min
Women & Higher Money Risk
The higher risk of not having sufficient money in her retirement is real. Women are more vulnerable to financial insecurity because they...
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spencerdieck
Feb 221 min
Snowball or Avalanche? Choosing the Best Debt Repayment Strategy
Last week we discussed to start a budgeting and tracking your spending. The next step is to start addressing and paying off accumulated...
272 views0 comments
spencerdieck
Feb 153 min
How to Prioritize what's Important in your Budget
Following a budget is essential to financial health, but it’s challenging for many people to create one and stick to it. Learn how to...
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spencerdieck
Feb 84 min
Punxsutawney Phil and the No-Shadow of 2024
Spring might be early this year, so consider spring cleaning on your investments Punxsutawney Phil – arguably the most famous groundhog...
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spencerdieck
Jan 181 min
We Can Expect Eleven Rate Hikes Through 2024
Download your copy today! Understanding how markets have reacted to previous Fed-hiking cycles. Download your copy of previous fed-hiking...
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spencerdieck
Nov 1, 20233 min
Investor Expectations and Market Realities
Tech and AI are capturing all the hype, but look to fundamental indicators In recent times, investor expectations have shown a concerning...
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spencerdieck
Aug 18, 20233 min
Creating a Financial Portfolio that Reflects Your Values
As a socially conscious investor, you may want to create a financial portfolio that reflects your values. You can align your investments...
209 views0 comments
spencerdieck
Jul 25, 20233 min
Best Practices to Protect Yourself Online Against Fraud
The digital world is unforgiving. There are potential dangers everywhere we go…from email accounts to payment processes to logging in to...
224 views0 comments
spencerdieck
Jun 22, 20232 min
Two Investing Questions to Ask Yourself
There is an investment strategy out there for just about everyone, whether you want to be aggressive or preserve your capital long-term....
254 views0 comments
spencerdieck
Apr 28, 20232 min
Suggestions from the IRS on How to Stay Safe Online
Common sense tips to help children, teens and other vulnerable groups The Internal Revenue Service is helping families, teens and senior...
309 views0 comments
spencerdieck
Apr 20, 20233 min
Older Americans Growing Targets of Financial Fraud
America’s older generations grew up in a different world where it was customary to be courteous and trusting. Unfortunately, these...
322 views0 comments
spencerdieck
Mar 24, 20232 min
Maximizing College Aid While Your Kids are Young
If you’re a parent of young children, you might feel a bit anxious about helping your child face the costs of college. What can you do...
338 views0 comments
spencerdieck
Mar 16, 20233 min
FAFSA: Don't Leave Money on The Table
When thinking about funding sources for your children's college education, you may assume your family earns too much to qualify for...
572 views0 comments
spencerdieck
Feb 23, 20233 min
Stocks and Bonds Before and After Taxes
Maximizing Investment Returns with Tax-Efficient Strategies Investing in U.S. stocks and bonds is a popular way for individuals and...
600 views0 comments
spencerdieck
Feb 9, 20233 min
6 Wise Ways to Use your Tax Refund
When your tax refund arrives from Uncle Sam, it can be tempting to spend it immediately. But there are ways that you can use your refund...
393 views0 comments
spencerdieck
Feb 2, 20232 min
Introduction to the Right Start™ - Our Solution for Young Professionals
When we came up with the idea for Right Start™, we began asking ourselves the very important question, “what are the most important...
630 views0 comments
spencerdieck
Jan 5, 20233 min
A Path to Setting and Reaching Your 2023 Goals
What if you focused on your system instead of just your goals? Setting goals for a new year can feel overwhelming. We all know that...
624 views0 comments
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