BIONDO Perspectives

FIRST QUARTER REVIEW 2019

By Joseph P. Biondo

Positive returns to start off 2019 in great fashion. Happy Spring! The first quarter of 2019 has come to a close and as is customary, we review what has transpired. In sharp contrast to the final quarter of 2018, equity markets around the globe produced strong returns. As evidence, the benchmark S&P 500 Index was […]

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Meet Casey Pisano…

By The Biondo Team

A Warm Welcome to out New Team Member, Casey! We would like to formally introduce Casey Pisano, to those of you who have not yet had the pleasure of speaking with or meeting Casey. Casey joined the Biondo Team in January 2019 bringing with him a strong background in financial analysis, planning, and strategy for […]

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Spring Brings New Growth & Insights…

By Buffie Dobbs

WealthSense Monthly is a new educational newsletter with the goal of providing our clients a resource on becoming better investors. We take pride in our investment management expertise, but we also know it’s important for our clients to understand the behavorial side of investing for their own financial well-being. The monthly insights we will be […]

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Welcome to WealthMap

By The Biondo Team

We often hear from clients and prospective clients, “How am I doing?” WealthMap lets us collaborate with you in real time, and take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals for yourself and your family. We are here to be your […]

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Trusted Contact Form

By The Biondo Team

Do you have a “Trusted Contact”  form on file with us? Should there be any questions or concerns about your health or welfare due to potential diminished capacity, financial exploitation or abuse, endangerment, and/or neglect, this form authorizes us and Fidelity to contact the designated trusted contact. To complete a form, please click the botton […]

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