Mark Angelo Financial Services

06/01/2026

Checking Your Portfolio Isn't the Same as Reviewing It

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

05/22/2026

In observance of Memorial Day, our office will be closing today at 2:00 p.m. and will be closed on Monday, May 25, 2026. If you need to reach Mark, please call the office and leave a message as the voicemail will be checked periodically or send an email to: [email protected] 🇺🇸

05/06/2026

The Estate Plan That Looks Complete on Paper

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...

04/09/2026

What $100 Invested in 1928 Would Be Worth Today

04/03/2026

03/30/2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

It rarely starts calmly.A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.And with every new development, there’s that quiet pressure in the background:Should I be doing something right now?That feeling is common....

03/06/2026

A More Flexible Way to Think About Retirement

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.It sounds reasonable. But research suggests it's not how retirement actually works — and planning around that assumption might create more anxiety than it prevents.

02/24/2026

FYI: Our office will be closed to the public today, February 24, 2026. We are currently experiencing limited power to the building and interruption to our telephone service. If you need to reach Mark please email:
[email protected]
We appreciate your patience during this extreme weather event.

02/22/2026

Due to inclement weather our office will be closed to visitors tomorrow, February 23, 2026. . If you need to reach Mark, call the office and leave a message or send an email to: [email protected] . Response time may be a bit longer than normal, thank you in advance for your patience during this extreme weather event.

02/13/2026

In observance of President's Day, our office will be closed Monday, February 16, 2026. If you need to reach Mark, please call the office and leave a message as the voicemail will be checked periodically or send an email to: [email protected]