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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
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Eppolito Financial StrategiesEppolito Financial Strategies

LTC Risks

06.27.2023 // Markets & Investing
Written by: Michael Carbone, CFA, CFP® Long-Term Care (LTC)...
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Paying for College

05.31.2023 // 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 // Markets & Investing
Written by: Larry Eppolito, CFP® Greetings! It’s time f...
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This Is Not 2008

04.14.2023 // 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 // Markets & Investing
By: Michael Carbone, CFA, CFP® Interest rates and the econom...
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Responsible Investing Spectrum

01.30.2023 // 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 // Markets & Investing
By: Michael Carbone, CFA, CFP® Employees are sometimes offere...
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Understanding the Risks of LTC

01.12.2023 // 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 // Markets & Investing
By: Michael Carbone, CFA, CFP® How much income will you need ...
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On Bonds

12.14.2022 // 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 // 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 // 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 // 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 // Markets & Investing
The concept of “human capital” is often overlooked in...
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This is Not the 1970’s

05.12.2022 // 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 // 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 // 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 // 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 // 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 // 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 // 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 // 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 // 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 // Markets & Investing
Written by: Michael Carbone, CFP® An increase in cost for eve...
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Eppolito Financial StrategiesEppolito Financial Strategies
  • One Meeting House Road, Suite 14 Chelmsford, MA 01824-2737
  • T 978.455.7799
  • F 978.455.7481
  • Map & Directions
  • Map & Directions
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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