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Don's Market Outlook

March 5, 2010

Don's Outlook 3/5/2010
The "stock market" appears to want a rally. Of course, the market is just an aggregation of the millions of investors and traders who make buy and sell decisions every day. These market participants have,...

February 26, 2010

Don's Outlook 2/26/10
The market continues to search for direction this week. After a near month-long slump caused by changing market conditions and the threat of tighter monetary policy abroad, the S&P 500 has rebounded just as quickly,...

February 19, 2010

Don's Outlook 2/19/10
The four-week slide for most stock markets ended last week after two-thirds of global markets had declined more than 10% since the mid-January highs. The S&P 500 managed a nearly 1% gain last week, reversing...


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- About Our Investment Advisory Firm

Dion Money Management is a fee-based investment advisory firm to affluent individuals, families, businesses and nonprofit organizations. Dion is an SEC–registered investment adviser and affiliate of the Fidelity Independent Adviser group of investment newsletters

Founded in 1996 and based in Williamstown, Massachusetts, Dion Money Management manages assets for clients throughout the United States. Donald R. Dion, Jr., founder and president, is a licensed attorney in Massachusetts and Maine and has more than 25 years’ experience working in the financial markets, having founded and run two publicly traded companies before establishing Dion Money Management.

Dion Money Management specializes in wealth management utilizing mutual funds and exchange-traded funds. Dion creates customized, diversified portfolios for clients with the goal of preserving capital and delivering above–market risk–adjusted returns.

As a client of Dion Money Management, you have an entire wealth management team working for you. Portfolio strategists, client service representatives, trading desk personnel, compliance attorneys, transition specialists, administrative coordinators and information technologists are all working behind the scenes to manage your accounts, answer your questions, execute trades, ensure compliance with all regulations and keep paperwork in order. They are an integral part of the Dion team, and they all work for you.

At Dion, the investment process is straightforward and focused, but its implementation takes dedication, focus and commitment. These three characteristics are embodied by Dion Money Management and its founder, Donald R. Dion, Jr.