A Better Way To Invest...

"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.

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


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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 #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./DiNuzzo Family Office/DiNuzzo Wealth Management, which has operated as an SEC Registered Investment Advisory Firm since 1989 and currently manages $897 million in assets under management as of Mar 31, 2022.


P. J. has devoted his entire professional career to indexing/efficient market theory, retirement planning and educating the public regarding their benefits. He was approved as one of the first 100 Advisors in the United States with Index Research/Development Leader and Institutional Mutual Fund Manager, Dimensional Fund Advisors (DFA) in the early 1990’s.

DiNuzzo Wealth Management: At A Glance

*As of March 31, 2022 

  • As of December 31, 2021
  • 32nd Year in Business in Southwestern Pennsylvania
  • $897M Assets Under Management
  • 165 Years of Combined Wealth Advisor Experience
  • 33 States are Home to DWM Clients
  • Credentials: *CFP: 5 , *CPA: 1 , *PFS :1, *EA: 2, *ChFC: 5, *AIF: 8, *AAMS: 1, *MBA: 3, *MSTx: 1, *MSFP: 1, *MS: 1 

THERE IS A BETTER

WAY TO INVEST...

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