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801 West Bay Drive Suite 707 Largo, FL 33770

(727) 210-7795
marc.delia@premierplanninginc.com
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Blog

June Client Update

Sunday, June 5, 2022

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on...

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Stock Market Update

Tuesday, February 22, 2022

After a partial recovery from bouts of volatility in mid-January, markets have turned bumpy again over the past few weeks.  Several concerns have contributed to these movements. These include recent Russia-Ukraine events........

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Fall 2021 Tax Proposals

Thursday, September 23, 2021

Dear Client: As the Tax Cuts and Jobs Act of 2017 (TCJA) sunset provisions (generally 12/31/2025) get closer every day, many tax and fiscal issues remain uncertain. Today, it appears that tax legislation may be in the offing once again...

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The Calculated Investor

Tuesday, April 27, 2021

Recent market movements, events and thoughts on investing Market performance Markets have advanced so far this year, as vaccination numbers grew and new infections stabilized. U.S. stocks, as well as developed foreign and emerging...

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Interest Rates Market Update

Saturday, February 27, 2021

You may have seen news reports about recent interest rate movements in the media. We want to keep you informed as to what is going on in the markets and offer our perspective on what that means for you and your portfolio....

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The Finance of Remarriage

Saturday, December 5, 2020

Getting remarried includes merging two well-established financial and emotional lives. Both partners bring accumulated assets, debts, forged spending habits, obligations and perhaps children to the relationship. Determining how to...

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Why People Want Independent Financial Advice

Marc D'Elia
Thursday, October 1, 2020

Why People Want Independent Financial Advisors In some cases, “independent” is better. Times have changed – and so have financial advisors. Today, people don’t want financial advice from a salesman. Instead,...

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Contact

Office: (727) 210-7795

Fax: (727) 245-6900

801 West Bay Drive

Suite 707

Largo, FL 33770

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