DFI Wealth Management
Since 1983
Daniel F. Iuculano, AAMS
SM  CMFC SM
Wealth Management

 

Daniel F. Iuculano

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Accredited Asset Management Specialist SM

Chartered Mutual Fund Counselor SM


Contact: Dan Iuculano

Phone: (904) 302-8911

Email: danieli@dfi-wealth-mgmt.com

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Wealth Management - The best way to invest is to be well informed through the use of investment research. Education is key to being a successful investor.

Best way to invest..... Research and education

Whether you are seeking investment advice, money manager or investing in the stock market, research is a valuable resource when deciding on what to buy and when to sell. Listed below you will find some valuable resources to help you get the most from your portfolio.

Wealth Management - I offer portfolio management on a fee basis on both the stock market and income producing real estate. Advice and active management on retirement accounts such as IRA, Roth IRA, 401k plans and self-employment retirement plans as well as non retirement accounts.    

Assets are tracked as they enter the portfolio as well as when they leave the portfolio. Investment reports show not only balance at the beginning and end of a period, but also from inception. Reports include cost basis and purchase dates which makes tax time more organized.  

Successful portfolio management involves not only what to buy, but also when to sell. Protect against losses and protecting the gains you have made.  

Process involves gathering data, establishing financial goals, analyzing information, recommending and implementing investment recommendations, and monitoring performance. Included at no extra cost is a bi-annual retirement plan for portfolio's that exceed $100,000.

 

Investment Software & Books

When it comes to portfolio tracking Investment Account Manager is my first choice, it is the product I use to monitor and track my client's portfolios. Reasonably priced and easy to use just click on the banner for further information.

Another excellent software product is Value Line Analyzer which I also highly recommend you take a look  at. Click on the banner for further details.

Forex Signal - Signals with Trade Automation for Forex, commodities and indices plus much more.. if Forex trading is of interest to you including commodities check out the banner and discover what Forex is all about.

If you are considering forming an investment club the book "The Ultimate Guide to Begin an Investment Club" is a good place to start. Starting an investment club was one of the best educational experiences I had when I first started investing.  Click on the banner to explore further.

Since the best way to invest is through research I have provided what I consider the best in investment research publications and services. Click on any of the provided links below to read further about both free and optional paid services.

Stock Market Research Resources -

Wall Street Journal, Barron's and MarketWatch - The Journal primarily covers US and international business, and financial news including in depth Wall Street news. Featuring online and paper editions. Select above link for detail information concerning their publications and subscriptions.

Barron's a weekly publication that delivers vital statistics, in-depth analysis, investigative reporting, company profiles and insight into the investment world.

Market Watch  - Business news, personal finance information, real-time commentary and investment tools and data, including stories and market briefs from 10 bureaus in the U.S., London and Hong Kong.


 

Investor Business Daily -  a national newspaper published Monday through Friday that covers international business, finance, and the global economy. The Newspaper offers concise statistics using earnings and stock price performance along with detailed index and stock charts. Featuring online and paper edition five times a week. Publication provides detail charts, analysis of stocks, mutual funds and commodities.


 

Value Line Investment Research - The Value Line Investment Survey is one of the most highly regarded and widely used independent investment newsletters. Published weekly, it tracks approximately 1,700 stocks in over 90 industries. Its legendary Timeliness Ranking System ranks stocks on a scale of 1 to 5 for probable market performance over the next 6 to 12 months. Print and online services available.


 


Morningstar - Morningstar provides investment research, including stock and fund analysis, reports, and tools, as well as company, investing, and financial news. Featuring their publication and services including Morningstar Premium Membership, StockInvestor, OptionInvestor, Opportunistic Investor, DividendInvestor and their new Real Time Quote service.


Zacks Investment Research -  is one of the most highly regarded firms in the investment industry. Today, Wall Street continues to use Zacks research including the Zacks Rank and Zacks Equity Research, which combines the best of quantitative and qualitative analysis. This same professional strength research is now available to individual investors on their web site, Zacks.com.

 

 


ADVFN - is a financial data website offering stock quotes, charts, financials, news , portfolio, and real time data. Included is free daily email newsletters on the markets and the economy. Available are several options for real time  streaming   quotes as well as level 2 quotes.