Welcome to our content corner! Our team at Corio & Associates, LLC is always striving to be on top of the latest trends and news that impacts our clients. These videos and blog posts will serve as a way for us to share new happenings in the financial world, present concepts, and solidify points that you may have heard from us already. Our team’s goal will be to publish new and original content 1-2 times per month for your enjoyment. We hope that these videos and posts can spark conversation and help you continue your uncommon financial planning to create your extraordinary life!
Monday, May 22, 2023
Ever think about selling your business to an existing employee or family member? Check out this video where Tony talks about the concept of funding your own buyout.
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Thursday, May 11, 2023
Are you familiar with a Roth conversion, commonly known as a "Backdoor Roth IRA"? Check out this video where Tony discusses the concept.
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Tuesday, May 2, 2023
Sometimes you just need to laugh at yourself. Enjoy this video of outtakes from recent filming sessions.
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Monday, April 24, 2023
What is dollar cost averaging and how can it benefit you? Check out this video where Tony explains the topic and how it can be helpful to your long-term investing strategy.
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Monday, April 3, 2023
In this video, Tony discusses the difference between traditional and Roth retirement contributions and what to think about when choosing which option is right for you.
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Monday, March 20, 2023
Do you have a retirement plan sitting with an old employer? Check out this video to learn about the four options you have with your old 401(k) or 403(b).
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Wednesday, March 8, 2023
What are the biggest financial mistakes we see young doctors make? Check out this video to see our top 3.
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Tuesday, February 28, 2023
There are many reasons to hire a financial advisor. In this video, Tony talks about one of his top reasons that seems to fall under the radar.
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Monday, February 13, 2023
There are five ways that all business owners will eventually leave their businesses. Check out this video where Tony discusses all five of those ways.
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Wednesday, November 17, 2021
Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...
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Monday, May 31, 2021
Memorial Day is a time for Americans to honor and remember those who lost their lives while serving in the armed forces. Veterans will think back on the men and women who served alongside them who gave the ultimate sacrifice for their...
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Monday, May 24, 2021
Stock prices fluctuated amid inflation concerns and bargain hunting, leaving stocks mixed for the week.The Dow Jones Industrial Average slipped 0.51%, while the Standard & Poor’s 500 dropped 0.43%. The tech-heavy Nasdaq...
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There’s an old Wall Street maxim that says, “markets climb a wall of worry.” And these days, there’s plenty to worry about with the trend in long-term interest rates.The 10-year Treasury yield in recent weeks...
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Monday, March 29, 2021
Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year.According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and...
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Saturday, February 20, 2021
Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....
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Wednesday, February 17, 2021
While many in the United States are beginning to receive vaccinations and people are starting to foresee a life after COVID-19, it remains clear that things aren’t yet back to normal. As a result, there has been a great deal of...
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Friday, February 12, 2021
What's your "go-to" source for financial information?"Family and friends" is the #1 answer given in the annual Retirement Confidence Survey. But a close second is search engines and other online tools, including online forums like the...
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Wednesday, January 15, 2020
With the new year and decade in full speed we wanted create a blog post about our teams’ dream travel destination for the new decade. We have come up with ten destinations on where we would like to travel in the next 10 years....
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