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Hello and welcome to Corio’s Corner. Our team at Corio & Associates, LLC is always striving to be on top of the latest trends and news that impacts our clients. This blog 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 with Corio’s Corner will be to publish new and original content 1-2 times per month for your enjoyment. We hope that these posts can spark conversation and help you continue your uncommon financial planning to create your extraordinary life! 

 

Monday, August 12, 2019

During our last installment of Corio’s Corner, we looked at the impact of the new pending SECURE act on a common legacy financial planning technique, the “Stretch IRA”. Today’s blog post will examine the other...

 

Monday, July 22, 2019

For our first installment of Corio’s Corner, we are going to dive into a new and hot topic in the world of financial services. The Setting Every Community Up for Retirement (SECURE) Act which was nearly unanimously passed through...

 

Tuesday, October 30, 2018

Last week there was some major news in the financial world as General Electric (GE) slashed dividends by 90%, moving from $.12 per share down to a single penny per share. To date, according to S&P Dow Jones Indices and reported by the...