THE SEVEN KEYS TO INVESTING SUCCESS

"Effective strategies to use at every stage of their investment journey to increase the likelihood they will meet their personal financial goals." 

-Dr. Jon A. Shank, professor of education.

DiNuzzo Wealth Management: At A Glance

  • As of December 31, 2021
  • As of December 31, 2021
  • 32nd Year in Business in Southwestern Pennsylvania
  • $929M Assets Under Management
  • 163 Years of Combined Wealth Advisor Experience
  • 33 States are Home to DWM Clients
  • Credentials: *CFP: 5 , *CPA: 1 , *PFS :1, *EA: 1, *ChFC: 5, *AIF: 8, *AAMS: 1,  *MBA: 3, *MSTx: 1, *MSFP: 1, *MS: 1 

What you'll learn inside:

Lesson #1

There Is a Better Way to Invest





Lesson #1.1

The first key

Are You a Do-It-Yourselfer or a Delegator?



Lesson #2

The second (and most important) key

Have a Plan 



Lesson #3

The third key

Strategic (“Buy and Hold”) vs. Tactical (“Market Timing”)

Asset Allocation: Placing the Odds in Your Favor

Lesson #1

There Is a Better Way to Invest





Lesson #1.1

The first key

Are You a Do-It-Yourselfer or a Delegator?



Lesson #2

The second (and most important) key

Have a Plan 



Lesson #3

The third key

Strategic (“Buy and Hold”) vs. Tactical (“Market Timing”)

Asset Allocation: Placing the Odds in Your Favor

Lesson #4

The fourth key

Diversification to Maximize Reward vs. Risk



Lesson #5

The fifth key

Indexing vs. Active Investment Management: Making Efficient Market

Theory Work for You

Lesson #6

The sixth key

Rebalancing: Rules for Buying and Selling Your Investments



Lesson #7

The seventh (and equally most important) key

Managing Your Emotions: With a Plan and Discipline


Lesson #4

The fourth key

Diversification to Maximize Reward vs. Risk



Lesson #5

The fifth key

Indexing vs. Active Investment Management: Making Efficient Market

Theory Work for You

Lesson #6

The sixth key

Rebalancing: Rules for Buying and Selling Your Investments



Lesson #7

The seventh (and equally most important) key

Managing Your Emotions: With a Plan and Discipline


Who is P.J. DINUZZO

P.J. DiNuzzo is the Founder, President, Chief Investment Officer (cio),

Chief Compliance Officer (cco), and Director of Business Development for DiNuzzo Private Wealth, Inc. (dpw)/DiNuzzo Wealth Management (dwm), which has operated as an sec Registered Investment Advisory Firm since 1989 and currently manages $760 million as of November 30, 2019. 


P.J. has devoted his entire professional career to helping and empowering others to make smart money and life choices through financial life planning, indexing/efficient market theory, retirement planning, and educating the public regarding their benefits.


THERE IS A BETTER

WAY TO INVEST...

  • Diversification to Maximize Reward vs. Risk
  • Rebalancing: Rules for Buying and Selling Your Investments
  • And more!