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Eppolito Financial Strategies
One Meeting House Road, Suite 14
Chelmsford, MA 01824-2737
T: 978.455.7799
F: 978.455.7481
Map and Directions
Map and Directions
Your Portfolio Moves in Percentage Terms Not in Point Terms
08.09.2024
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Markets & Investing
Greetings! We had a rocky start to the week, so you know what tha...
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Dividend Growth vs. High Dividends vs. Buying the Market: Which Strategy has Historically Earned the Highest Returns for its Risk?
03.04.2024
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Markets & Investing
By: Michael Carbone, CFA, CFP® There are generally two ways y...
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Social Security’s Long-Term Solvency Problems (and Solutions)
02.01.2024
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Markets & Investing
By: Michael Carbone, CFA, CFP® The long-term solvency of the...
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LTC Risks
06.27.2023
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Markets & Investing
Written by: Michael Carbone, CFA, CFP® Long-Term Care (LTC)...
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Paying for College
05.31.2023
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Markets & Investing
Written by: Michael Carbone, CFA, CFP® For those with child...
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On Inflation Recessions and Debt Ceiling Limits
05.18.2023
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Markets & Investing
Written by: Larry Eppolito, CFP® Greetings! It’s time f...
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This Is Not 2008
04.14.2023
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Markets & Investing
Greetings! I’m writing as promised. The following represent...
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Why Do Interest Rates Affect Your Investments and What Should You Do About It
03.27.2023
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Markets & Investing
By: Michael Carbone, CFA, CFP® Interest rates and the econom...
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Responsible Investing Spectrum
01.30.2023
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Markets & Investing
By: Michael Carbone, CFA, CFP® Responsible investing is a bro...
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Developing a Stock Option Execution Strategy
01.25.2023
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Markets & Investing
By: Michael Carbone, CFA, CFP® Employees are sometimes offere...
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Understanding the Risks of LTC
01.12.2023
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Markets & Investing
By: Michael Carbone, CFA, CFP® What is long-term care? Medica...
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How Can Retirees Gauge Their Risk of Running out of Money
12.15.2022
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Markets & Investing
By: Michael Carbone, CFA, CFP® How much income will you need ...
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On Bonds
12.14.2022
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Markets & Investing
by Michael Carbone, CFA, CFP® Bond investments have become mo...
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Cryptocurrency, Inflation Update, and a Refresher on How to Determine the Appropriate Investment Allocation
12.05.2022
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Markets & Investing
by Michael Carbone, CFA, CFP® The headlines Crypto bubbl...
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A Case for Improving the ROI of a Financial Wellness Program
11.17.2022
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Markets & Investing
By: Michael Carbone, CFA, CFP® HR professionals have widely a...
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Recession? What's in a Name?
10.26.2022
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Markets & Investing
Written by: Larry Eppolito, CFP® Greetings! My last letter wa...
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On Factoring Human Capital into Your Investment Process
08.04.2022
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Markets & Investing
The concept of “human capital” is often overlooked in...
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This is Not the 1970’s
05.12.2022
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Markets & Investing
Written by: Larry Eppolito, CFP® Greetings! I last wrote just...
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Will Social Security still be there when you retire?
04.21.2022
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Markets & Investing
First, how does the Social Security retirement program work? Gene...
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Buying Bonds in a Rising Rate Environment
03.30.2022
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Markets & Investing
Written By: Michael Carbone, CFP® Investors often invest a po...
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What's Up With This Real Estate Market?
02.25.2022
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Markets & Investing
Written by: Michael Carbone, CFP® Home prices have come up a ...
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Are Stock Investments Risky Today?
01.05.2022
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Markets & Investing
Written by: Michael Carbone, CFP® Stock investments subject i...
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Should you be investing in Municipal Bonds?
12.16.2021
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Markets & Investing
Written by: Michael Carbone, CFP® I think a lot of people wonder ...
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I Have An Inkling!
12.13.2021
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Markets & Investing
I Have an Inkling! Written by: Larry Eppolito Greetings! It&rsquo...
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Tips For Optimizing Your Tax Bill
11.29.2021
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Markets & Investing
Written by: Michael Carbone, CFP® For anyone with above avera...
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High Yielding Dividend Stocks - What's Not to Love
11.26.2021
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Markets & Investing
Written by: Michael Carbone, CFP® High-yielding stocks can be...
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Tips For Dealing with Inflation in Retirement
11.26.2021
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Markets & Investing
Written by: Michael Carbone, CFP® An increase in cost for eve...
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