Company News
freep: not all designations same
Posted by Capellifs on 04/29/2013
In Sunday’s Detroit Free Press, Susan Tompor (@tompor) wrote an article highlighting quality-disparity among financial designations. In the article titled, “Some Financial Titles Do Not Guarantee Financial Expertise”, Marilyn Capelli Dimitroff, CFP®, President of Capelli Financial Services, Inc., had a …
Value of CFP® Certification
Posted by Capellifs on 04/12/2013
In her role as Certified Financial Planner Board Ambassador, Marilyn Capelli Dimitroff, CFP® serves as a local voice for the non-profit credentialing organization. According to the CFP Board, “CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals, and they will serve …
“Harvest Gains” or Wait?
Posted by Marilyn Capelli Dimitroff, CFP® on 11/26/2012
Paying a voluntary tax is always uncomfortable. It is far easier to postpone paying taxes until some date in the future. Between now and year end, however, we must consider the pros and cons of moves that deliberately raise our …
Marilyn Writes for CNBC
Posted by Capellifs on 10/10/2012
Published on Monday October 8th, 2012, Marilyn Capelli Dimitroff, CFP® recently penned an article for CNBC.com. The piece, titled “Focus on Money Matters, Not Investment Returns” was written with advisers in mind, but it’s full of information that every investor …
Client Letter – September 2012
Posted by Marilyn Capelli Dimitroff, CFP® on 09/30/2012
Sometimes the stuff we KNOW is going to happen, doesn’t. For example: The problems in Greece are broadcast regularly. Tuesday the morning news showed throngs of people squeezed into a square in Athens awaiting a talk by German Chancellor, Angela …
Featured in The Wall Street Journal
Posted by Capellifs on 08/08/2012
The Capelli Financial Services, Inc. team is excited about the coverage we received today in the Wall Street Journal (WSJ). WSJ reporter, Shefali Anand, writes a monthly column that features model portfolios and advice from prominent financial advisors. Ms. Anand …
Leadership in Action
Posted by Capellifs on 07/24/2012
Evelyn MacIntyre, CFP® was recognized by the Financial Planning Association in the latest issue of the Journal for Financial Planning. The announcement highlights her contributions to the financial planning community and applauds the effectiveness of her “no-nonsense [leadership] style.” Evelyn …
Client Letter – June 2012
Posted by Marilyn Capelli Dimitroff, CFP® on 07/11/2012
It’s clear that the last nearly four years have provided the most wrenching volatility and the greatest financial sea change in our lifetimes. In the past year alone the S&P fell 17% over three months, then rose 28% over the …
Lump Sum vs Monthly PMTs
Posted by Capellifs on 06/15/2012
Some GM and Ford salaried retirees must decide whether to keep their monthly pension benefits or to take today’s estimated value of those payments in lieu (lump sum). We’re helping our clients address this decision with a workshop on June …
GM and Ford Pension Offers
Posted by Marilyn Capelli Dimitroff, CFP® on 06/11/2012
The financial world is never boring is it? That’s one reason we love what we do! As you probably know, GM has offered a group of retirees the choice of receiving their current pensions from Prudential (with no further obligation …
