Delagify

Author: R Persichitte

  • The Future of Financial Planning

    The Future of Financial Planning

    —

    by

    R Persichitte
    in ,

    The future of technology in financial planning will focus on optimizing plans, not replacing humans.

  • Talking to your family

    Talking to your family

    —

    by

    R Persichitte
    in

    This is why you need to talk about purchases first.

  • Cryptocurrency 1099s

    —

    by

    R Persichitte
    in

    I noticed an interesting problem related to clients with cryptocurrency transactions. The issuer makes 1099 forms with lots of transactions. As a tax preparer, it’s annoying, so I decided to find out why. The crypto-broker[1] like Robinhood or Coinbase has to issue tax documents, but do they have to make them so difficult to read?…

  • Moods in markets

    —

    by

    R Persichitte
    in ,

    Policy Genius recently featured R Persichitte in their article about how investors’ moods affect the stock market. The short answer is that a long-term investing strategy paired with your ability and capacity to handle risk is the right strategy for most investors. A recent study questions how efficient the stock market is when seemingly insignificant…

  • Data Anytics Award

    —

    by

    R Persichitte
    in

    R Persichitte won an award for his work related to data analytics. The analysis is a huge part of how we plan for the future, but it’s also a tool to help ensure children have access to quality education. In this analysis, Mr. Persichitte looked at where money was getting spent and where the program…