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Don's Market Outlook

July 23, 2010

Don's Outlook 7/23/2010
Earnings season is off to a strong start this quarter, but the results so far have failed to keep the stock market from stalling. Although the majority of companies are expected to post positive results...

July 16, 2010

Don's Outlook 7/16/2010
Over the past two weeks, I have discussed the growing divergence in valuations between stocks and bonds, even when viewed from a historical perspective. The fact that bearish sentiment had moved to extreme levels and...

July 9, 2010

Don's Outlook 7/9/2010
Investors have clearly become more sensitive to the possibility that economic growth can slow and that earnings growth over the next 12 months could be less than projected. However, few economists at this point are...


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Traditional Mutual Fund Portfolios

For conservative investors looking to protect wealth, to growth-oriented investors seeking market-beating returns, Dion Money Management offers portfolios of mutual funds diligently researched using traditional, fundamental analysis and Modern Portfolio Theory techniques.

Retirement Income Portfolios

We can work with you to structure an income portfolio that will attempt to generate the yields necessary to sustain your lifestyle in retirement.

401(k) and Qualified Plan Investing

We can assume management of employer-sponsored and self-directed qualified plans including 401(k), 403(b)—including educational and non-profit retirement plans—457 and traditional IRA plans.

Exchange Traded Fund (ETF) Portfolios

For certain investors, the liquidity, tax benefits and cost efficiency of ETFs make these innovative securities preferable to traditional, actively–managed mutual funds. Dion Money Management offers ETF portfolios, from conservative to growth–oriented that can be tailored to meet investors. unique investment needs and life circumstances. As a client, your managed ETF portfolio trades without transaction costs to you. (Transaction costs are waived or absorbed by Dion Money Management.)

Technical (Momentum) Managed Portfolios

For aggressive investors who are comfortable with quantitative, momentum managed portfolios, Dion Money Management offers programs utilizing Fidelity sector funds and various ETFs. These investments involve a level of risk that is not suitable for everyone. Check with your Dion Money Management adviser to see if these portfolios are right for you.

Variable Annuity Portfolios

Variable annuities offer attractive tax treatment and estate planning options for certain investors. While Dion Money Management does not sell annuities or receive commissions on insurance products, we are able to manage many variable annuity accounts, particularly the Fidelity VIP series. If you currently hold variable annuities in your account, ask your portfolio strategist for an evaluation.

Tax and Estate Planning

Whether you are a retirement investor looking to protect your wealth and generate income or an aggressive, growth-oriented investor, Dion Money Management keeps tax, estate and succession planning issues in mind when managing your money.

Confidential Portfolio Review

If you would like a thoughtful second opinion regarding your current investments, please contact us for a free, no-obligation portfolio review. In today.s market, it is important to remain sufficiently diversified. We will also evaluate the tax efficiency and overall risk level of your current investments to ensure they are tailored to your individual needs.

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All investments involve risk, including loss of principal