Our Blog: Thoughts on Money
Client Letter – April 2012
Posted by Marilyn Capelli Dimitroff, CFP® on 04/25/2012
In high school, my English teacher assigned an essay addressing the question: Has Man Progressed? My first thought, as I put pencil to paper, was “Of Course!” We have TV, tape recorders, vaccines, jets, even a space program. We are …
I ♥ Elections
Posted by Marilyn Capelli Dimitroff, CFP® on 02/10/2012
2012, of course, is an election year. As we get ready to face the looming barrage of media madness and analysis ad nauseum, it’s tempting just to tune out. Whenever I start to feel imposed upon however, I remember a …
“Partner in Finance”
Posted by Jason Close, CFA, CFP on 02/10/2012
Marilyn Capelli Dimitroff, CFP® President of Capelli Financial Services, Inc. was again featured in Financial Planning Magazine. The profile piece, by Jim Grote, titled “Partner in Finance,” appeared in the February 2012 issue. Accurately so, the story depicts Marilyn as …
Client Letter – January 2012
Posted by Marilyn Capelli Dimitroff, CFP® on 01/12/2012
When we stand at the beginning of a new year, we always long for clarity on how the year will go – which investments will look great by December and which will be losers. As always, we have a formidable …
Shop ‘til Your Rates Drop
Posted by Jason Close, CFA, CFP on 11/10/2011
Interest rates on mortgages have fallen to historic lows. Check out the chart below, it details the history of 30 year fixed rate mortgages from the early 70’s to present: Why should you care? Let’s use an example to illustrate. …
