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Financial topics of interest

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mariedecaprio | Financial topics of interest | mariedecaprio.wordpress.com Reviews

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Financial topics of interest

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mariedecaprio | mariedecaprio

https://mariedecaprio.wordpress.com/author/mariedecaprio

Financial topics of interest. 2015 401k Plan and IRA limits. IRS Announces 2015 Pension Plan Limitations; Taxpayers May Contribute up to $18,000 to their 401(k) plans in 2015. The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $17,500 to $18,000. This entry was posted in Uncategorized. Market returns as of September 30, 2014. Returns as of 9/30/14. Total Ret MTD Sept. Total Ret 1 Yr.

2

Market returns | mariedecaprio

https://mariedecaprio.wordpress.com/2014/04/13/market-returns-2

Financial topics of interest. Total Ret YTD to 3/31/14. Total Ret 1 Yr to 3/31/14. Total Ret Annlzd 3 Yr to 3/31/14. Total Ret Annlzd 5 Yr to 3/31/14. Total Ret Annlzd 10 Yr to 3/31/14. S&P MidCap 400 Index. Barclays US Corporate High Yield Index. DJ Moderately Conservative Index. Vanguard Total Stock Mkt Idex FUND. Vanguard Total Bond Market Index FUND. Barclays US Agg Bond Index (all bonds). SPDR S&P 500 Exchange Traded Fund. DJ Moderately Aggressive Index. S&P SmallCap 600 Index.

3

2015 401k Plan and IRA limits | mariedecaprio

https://mariedecaprio.wordpress.com/2014/12/07/2015-401k-plan-and-ira-limits

Financial topics of interest. 2015 401k Plan and IRA limits. IRS Announces 2015 Pension Plan Limitations; Taxpayers May Contribute up to $18,000 to their 401(k) plans in 2015. The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $17,500 to $18,000. This entry was posted in Uncategorized. Market returns as of September 30, 2014. Leave a Reply Cancel reply. Enter your comment here.

4

Heartbleed | mariedecaprio

https://mariedecaprio.wordpress.com/2014/04/13/heartbleed

Financial topics of interest. Don’t panic….most financial websites were NOT affected by the encryption problem recently publicized in the media. Here is a list of sites that were affected. You should change your password after being notified that the company’s program has been updated. If you change your password before that, you will not have accomplished anything. See the link:. This entry was posted in Uncategorized. Financial Education Day 2014 Westchester Community College. Market returns →.

5

Market Returns as of May 31, 2014 | mariedecaprio

https://mariedecaprio.wordpress.com/2014/06/16/market-returns-as-of-may-31-2014

Financial topics of interest. Market Returns as of May 31, 2014. Just a quick post on market returns through May 31, 2014. I always like my readers to see how various parts of the market are doing rather than listening to the business networks that create sound bites that are mostly irrelevant to anyone’s actual portfolio. Month End Price Date. Total Ret 1 Yr. Total Ret Annlzd 3 Yr. Total Ret Annlzd 5 Yr. Total Ret Annlzd 10 Yr. Vanguard Total Stock Mkt Idex FUND. SPDR S&P 500 ETF. S&P SmallCap 600 INDEX.

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mcdadvisors.com mcdadvisors.com

Pricing | Comprehensive Financial Planning

http://mcdadvisors.com/pricing

Includes one 2 hour meeting and up to 3 months. Email and phone consultation. Establishing a household budget. Structuring savings for college. Structuring savings for retirements. Make recommendations for all investments. Investment Management includes the Comprehensive Financial plan. Unlimited email and phone consults in a year. Annual updates to financial plan. Investment monitoring and re-balancing. Address all financial concerns.

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Questions A Financial Planner Can Answer for You | Comprehensive Financial Planning

http://mariedecaprio.com/faq-category/questions-a-financial-planner-can-answer-for-you

Are you saving enough for retirement? March 7, 2014. No Comments on Are you saving enough for retirement? Are you saving enough for retirement? The process of retirement planning rests on one single thing: what does retirement look like for you? MCD Advisors can provide you with an idea of what you can expect in retirement given your spending habits, your savings and how much your future savings will be. How much should you be saving for college? March 7, 2014. How much should you be saving for college?

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Investment Advisors in NY - MCD Advisors | Comprehensive Financial Planning

http://mariedecaprio.com/investment-philosophy

An investor’s most important decision is selecting the mix of assets to be held in a portfolio: Research shows that 90% of portfolio returns are directly related to the asset allocation. That is the percentage of stocks vs. the percentage of bonds in the portfolio. The actual stocks, bonds, mutual funds or ETFs you choose are a minuscule factor in the long term performance of the portfolio. This is the argument for index funds. The most important thing an advisor can do is keep an investor from making mi...

mariedecaprio.com mariedecaprio.com

Get Started | Comprehensive Financial Planning

http://mariedecaprio.com/get-started

Initial Phone Consultation: client-planner relationship will be established and defined. Scope of services needed by client will be determined and how MCD Advisors can be of assistance. MCD will gather client data: information regarding your specific situation including what your goals are and what specific questions if any, you would like answered. Client will need to complete the list of questions and send either via email, fax or mail applicable documents. Questions for new clients.

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Marie DeCaprio | Comprehensive Financial Planning

http://mcdadvisors.com/meet-marie

Marie is a CERTIFIED FINANCIAL PLANNING (TM) professional offering the depth of both experience and education. Ms. DeCaprio began her career at Prudential Insurance in the Investments division where she was a fixed income mutual fund portfolio manager for nine years. She then moved to the Citibank Private Bank where she managed portfolios for high net worth clients. Since 2003, Marie has operated MCD Advisors in the capacity of financial planner.

mcdadvisors.com mcdadvisors.com

Get Started | Comprehensive Financial Planning

http://mcdadvisors.com/get-started

Initial Phone Consultation: client-planner relationship will be established and defined. Scope of services needed by client will be determined and how MCD Advisors can be of assistance. MCD will gather client data: information regarding your specific situation including what your goals are and what specific questions if any, you would like answered. Client will need to complete the list of questions and send either via email, fax or mail applicable documents. Questions for new clients.

mcdadvisors.com mcdadvisors.com

Investment Advisors | Comprehensive Financial Planning

http://mcdadvisors.com/investment-philosophy

An investor’s most important decision is selecting the mix of assets to be held in a portfolio: Research shows that 90% of portfolio returns are directly related to the asset allocation. That is the percentage of stocks vs. the percentage of bonds in the portfolio. The actual stocks, bonds, mutual funds or ETFs you choose are a minuscule factor in the long term performance of the portfolio. This is the argument for index funds. The most important thing an advisor can do is keep an investor from making mi...

mariedecaprio.com mariedecaprio.com

Marie DeCaprio | Comprehensive Financial Planning

http://mariedecaprio.com/meet-marie

Marie is a CERTIFIED FINANCIAL PLANNING (TM) professional offering the depth of both experience and education. Ms. DeCaprio began her career at Prudential Insurance in the Investments division where she was a fixed income mutual fund portfolio manager for nine years. She then moved to the Citibank Private Bank where she managed portfolios for high net worth clients. Since 2003, Marie has operated MCD Advisors in the capacity of financial planner.

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Advice you can trust…….Advice that is clear and concise…….Advice that simplifies your life. Financial Planning is the process of identifying all your financial goals and determining what steps are necessary to achieve these goals. Marie DeCaprio is a financial planner committed to your financial well being and understands that dealing with all of life’s financial decisions can be daunting. She only works for the client as a. 2015 401k Plan and IRA limits. Market returns as of September 30, 2014. Not a go...

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mariedecaprio | Financial topics of interest

Financial topics of interest. 2015 401k Plan and IRA limits. IRS Announces 2015 Pension Plan Limitations; Taxpayers May Contribute up to $18,000 to their 401(k) plans in 2015. The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $17,500 to $18,000. This entry was posted in Uncategorized. Market returns as of September 30, 2014. Returns as of 9/30/14. Total Ret MTD Sept. Total Ret 1 Yr.

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