Del Carlo Financial

09/25/2024

Some of the hottest takes are around the death of the US dollar and the amount of national debt. The below charts should calm some nerves about both. The one chart shows continued strong appetite for UST’s around the world, and the other chart shows (part) of the other side of the US balance sheet in household wealth against US debt.

11/01/2023

Do you own an investment property that you are looking to sell, but are worried about capital gains and not wanting to 1031 into another property? Give me a call, I have a solution!

559-420-0288
[email protected]

06/21/2023

When it comes to financial planning, all roads lead to the distribution strategy. So much focus is typically on the accumulation and investment aspect of planning, but the end game is the most critical part. Without a well-thought-out strategy, taxes and inflation will mercilessly eat into everything you worked so hard for your entire life. Reach out if you’d like to learn more!
[email protected]
559-420-0288

05/17/2023

The debt ceiling is a precursor of what is to come down the road. Government will have to figure out a bipartisan path to drastically reduce spending (laughter), or they will continue to raise taxes to pay for an ever-increasing budget. This is why planning for retirement can never be soon enough. Reach out to me if you would like to get started!
[email protected]
559-420-0288

03/31/2023

ROTH IRA/401k's have been all the rage lately, and rightfully so as they provide a myriad of benefits. Does that mean you should go full-throttle and forget about your Traditional assets? Absolutely not! Traditional IRA/401k's can play a massive role in your distribution strategy in retirement, while providing tax benefits throughout your earning years. Connect with me if you'd like to find out more.
www.delcarlofinancial.com
[email protected]
559-420-0288

03/24/2023

I had such an incredible time with my Sierra Ridge Wealth Management family in Scottsdale! It is so much fun to be able to grow right along side this incredible team of Advisors and staff! They truly make the business fun!

12/08/2022

We had a phenomenal event last night raising money for central valley’s Make a Wish team. Great people coming together for a great cause! Thank you to Fresno’s legendary musician Tom Scott for providing the live music. It was a party!

10/14/2022

I had the most incredible time at the ENGAGE2022 event for Financial Advisors. A tremendous event with so many smart people. I came out of this event better equipped to service my clients by gaining knowledge, tools, and resources. It was great to see my colleagues at Sierra Ridge Wealth Management in person and network with other Advisors and wholesalers. And what an incredible honor it was to meet a couple titans in our industry, Mitch Goldberg and Bobby Bird, who are now with the Sierra Ridge team on the East Coast. Thank you to Atria Wealth Solutions for putting on this phenomenal event, from bringing in Kevin O’Leary to renting out Hollywood Studios. What a great experience!
Sierra Ridge Wealth Management
Atria Wealth Solutions
NEXT Financial Group
ClientFirst Strategy, Inc.

06/30/2022

Sierra Ridge Wealth Management is growing in all corners of the US with a big time partnership with Mitch Goldberg. Their supported independence business model is very unique, and has extremely strong appeal. If you’re an advisor who is under the thumb of a wire house or other company, and dream about being completely independent, please reach out. Sierra Ridge Wealth provides top notch administrative help, a dedicated portfolio manager, and marketing resources. All of the independence with world class support and resources.

New hire solidifies Sierra Ridge as a coast-to-coast enterprise and shines more light on the value of their supported independence model.

05/21/2022

I had an absolute blast in Lake Tahoe with the Sierra Ridge Wealth Management team. Thank you to James Slaughter and Giancarlo Foti for putting this retreat together! Great times with great people!

05/15/2022

Very excited to be a part of the Fresno County Public Safety Association’s No Town Throwdown boxing event! It’s going to be a great time!

03/23/2022

These are a few significant events that have taken place over the last 30 years. Had you let fear of these events drive you out of the market, you would have missed out on massive returns.