Dise Wealth Management Inc.

Tax Questions

dise — Tue, 06 Mar 2012 13:01:34 +0000

1099 Tax Documents

dise — Fri, 10 Feb 2012 12:43:28 +0000

As in the past few years, many 1099 tax documents won’t be sent until end of February to avoid sending out corrected forms.

Contact us to discuss tax planning

dise — Tue, 24 Jan 2012 14:05:17 +0000

This is an important time to plan ahead to reduce tax implications going forward, contact us to discuss!

Bank of America

dise — Thu, 19 Jan 2012 12:51:05 +0000

Bank of America shows better profits, be careful of price appreciation, many bought this stock cheap and may take profits.

Greek Debt….Orderly Default?

dise — Tue, 17 Jan 2012 16:12:07 +0000

Greece will default on it’s debt, I question what is considered an “orderly” default…http://bit.ly/zLPzDC

New Year, New Goals

dise — Fri, 06 Jan 2012 17:18:20 +0000

Are you aware that many people only look at their investments once a year? This is the busiest month of the year for re-allocating assets. Please make sure you review your portfolio more than once yearly.

Beware of Volatility

dise — Mon, 12 Dec 2011 15:47:26 +0000

These next few weeks will bring lots of swings in the markets. Make sure to stick to your plan and focus on the longer-term outcomes. Feel free to contact us today if you have questions!

Holiday Spending

dise — Wed, 07 Dec 2011 12:35:41 +0000

Consumer spending during the Holidays is up quite a bit. We believe this is a temporary release of pent-up demand that will be short-lived.

High School Soccer (What I Do In My Free Time!)

dise — Tue, 06 Dec 2011 18:21:34 +0000

Congrats to our Lady Celtics Soccer Team, especially our “Prep of the Week”..http://bit.ly/tiQdmk

Europe Will Lead the Way

dise — Mon, 05 Dec 2011 13:23:57 +0000

Going into year-end, Europe will decide the direction of our markets.