About D’Angelis Wealth Management
D’Angelis Wealth Management is committed to helping clients seek to create and preserve wealth. We attribute our success to our training, but more importantly, to the personalized approach we take with each client. We employ a unique and very precise advisory process that is tailored to the individual clients concerns and aspirations so together we can help them work towards their long term goals. We are dedicated to work with our clients as we would work with our own family. We aspire to build strong long lasting relationships built on trust, integrity and world class client service. Our goal is to work toward creating strong relationships with our clients that allow them to help structure investment portfolios that attempt to invest prudently, preserve wealth and secure a great lifestyle tomorrow by addressing their finances today.Read More
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Gaining a better understanding of municipal bonds makes more sense than ever.
The uncertainties we face in retirement can erode our sense of confidence.
These food myths will really put a drain on your wallet.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn how to harness the power of compound interest for your investments.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Recent changes in estate tax laws could affect the strategy you have in place.
You’ve made investments your whole life. Work with us to help make the most of them.
A special needs trust helps care for a special needs child when you’re gone.
Investors seeking world investments can choose between global and international funds. What's the difference?