Mercedes PetrellisJan 182 minA Review of the Financial Markets at December 31, 2022December 2022 On the very first business day of 2022 the S&P 500 index hit its all time high of 4,797. For the next nine months it was...
Mercedes PetrellisJan 182 minThe Case for Small Advisory FirmsJanuary 2023 A friend asked me for a recommendation for a financial advisory firm and, of course, I referred her to CIM. She asked would...
Mercedes PetrellisJan 153 minTax Credit Mayhem for Electric VehiclesDecoding the new Clean Vehicle Tax Credit January 2023 A lot of folks are considering switching to an electric vehicle (EV). Their...