Create Values-Based Financial Health

and Enhance Well-Being through

Money Mindfulness

Insurance & Investment Strategies

Michael D'Apice | 14 Mohawk Drive, Collinsville, CT. 06019

Phone 860-693-4919 | Cell 860-306-0096 | Fax 860-693-4959 | mdapice@mwfinancial.com

Michael says, “While taking the first step is commendable...without direction it is still called ‘wandering’.”

Celebrating over 30 years of client-centric mentoring and service!

Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

 
 
Understanding Dividends

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

Preparing the Future Generation

Preparing the Future Generation

Discover why we need to plan the future for future generations today.

Looking to Improve Your Financial Future?

Looking to Improve Your Financial Future?

Consolidating financial accounts onto one platform can help you spell out a clearer financial future.

 

Financial Hacks for Millennials: Values-Based Investing

Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Preparing the Future Generation

Discover why we need to plan the future for future generations today.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Ways to Turn Spending into Savings

Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

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