Rocco Bonazza - Capital Strategies

I obtained my MBA in Finance from the University of St. Thomas to focus on a career in financial services.

I focus on helping my clients develop a comprehensive, financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives by providing them with a clear understanding of their financial goals. I focus on helping my clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term o

09/02/2024

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

09/02/2024

Personal financial planning impacts your business. What’s your plan and how can we help?

Understanding gold: Its market use and who buys it | MassMutual 08/30/2024

What are the takeaways from the recent increase in gold value? Learn more with the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s chat about diverse investment strategies through challenging markets.

Understanding gold: Its market use and who buys it | MassMutual Taking a look at the shiny metal and some of the dynamics that cause prices to move.

Perception is not reality 08/29/2024

What are the odds you will become too sick or injured to work for an extended period of time? They may surprise you. Let’s make sure you’re protected.

Perception is not reality When it comes to disability income insurance your perception is not reality.

08/28/2024

While trends may seem worth chasing, the route to success is defined as time in the market, rather than timing the market. Let’s go over your retirement plan make sure your goals are future-proof.

08/27/2024

We know the importance of income protection. As a leader in individual disability income insurance, our features and benefits make us an excellent choice for those looking to help secure their income with DI. Use this brochure to engage your clients.

08/27/2024

Last week, capital markets were mostly stagnant, waiting for insights from the Federal Reserve's symposium in Wyoming. On Friday, Fed Chair Jerome Powell's speech provided some key takeaways for investors. Check out our weekly market perspective for the highlights and let’s talk.

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08/23/2024

Your retirement savings needs to last as long as you. Let’s talk about a strategy to
help secure your future.

08/23/2024

Annuities aren’t just for people turning 65. No matter where you are in your retirement planning process, let’s talk about how a variable annuity can help you grow your assets.

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08/22/2024

If your clients have misconceptions about the cost of life insurance, talk to me about how coverage can be customized to help meet your clients’ protection and budget goals.

08/22/2024

Creating a personal financial strategy is, well, personal. Let’s talk about four smart strategies you may want to consider.

08/21/2024

Market volatility can make us uncomfortable. Let’s make sure you have things in perspective with a well-diversified portfolio.

Do presidential elections impact markets? | MassMutual 08/20/2024

As we approach November, take some time to calm your clients and remind them
how elections traditionally affect the market as you talk through their retirement goals.

Do presidential elections impact markets? | MassMutual Here are four charts that may provide perspective amid the sometimes clamorous political rhetoric.

08/20/2024

Last week’s market upswing was driven by favorable economic indicators, such as consistent signs of easing inflation and a positive surprise in retail sales. Learn about more highlights with our weekly market perspective and reach out with any questions.

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08/15/2024

Your clients can’t predict their future, but you can help them secure their family’s financial future. Let’s discuss how life insurance can help financially protect your clients’ loved-ones today.

08/15/2024

Hispanic Americans are less likely to rely on a financial professional for their investments. Let’s change that.

Perception is not reality 08/13/2024

What are the odds your clients will become too sick or injured to work for an extended period of time? They may surprise you. Don’t let a disability cost them. Use this video to show them the facts about disability.

Perception is not reality When it comes to disability income insurance your perception is not reality.

08/13/2024

With recent market volatility, there is a lot of economic data coming this week to unpack. Read our weekly market perspective to learn more and let’s chat.

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08/12/2024

Transitioning family wealth starts with knowledge. How can I help you and your family with financial education to leave a multi-generational legacy?

Why it's so important to determine your net worth | MassMutual 08/09/2024

Everyone has a net worth. Calculating yours can be a valuable benchmark in plans to
reach your financial goals. Learn more.

Why it's so important to determine your net worth | MassMutual Your net worth is a critical decision-making tool. This article covers how to determine yours and how to use it as a benchmark against future financial goals.

08/09/2024

Annuities are commonly used for income, but they can do far more, especially if retirement isn’t an immediate goal. Let’s chat about how a variable annuity can help grow your assets.

Market volatility?! Two charts to help soothe investor worries | MassMutual 08/09/2024

As the saying goes, ‘It’s not what happens, it’s how you react.’ Check out the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s discuss what to make of the recent volatility.

Market volatility?! Two charts to help soothe investor worries | MassMutual Capital markets are alive and well, albeit likely to be a bit volatile from time to time in the near term.

08/08/2024

Market ups and downs are inevitable. See how to protect yourself with four smart strategies for volatile times.

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08/07/2024

You may get the urge to make a move when the market unexpectedly changes, but the best course may be to do nothing. Let’s talk through your plan and make sure it’s built to go the distance.

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08/07/2024

The outcome of the presidential election is looking a bit like a coin flip, which can add uncertainty to market outlooks ahead of the November election. Learn more in our weekly market perspective and let’s talk.

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08/06/2024

Looking for more information about MassMutual’s annuity offerings? Check out our new interactive guide to quickly identify products and the consumer profiles best suited for them.

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08/06/2024

You can’t predict where life will take you, but you can take steps towards securing your family’s financial future. Let’s discuss how life insurance can help protect your loved ones today.

08/05/2024

Balancing your family’s needs and the demands of your business can be a challenge. Let’s look at your big picture.

08/01/2024

Which trends shaped the market last week? Check out our weekly market perspective to catch the highlights.

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08/01/2024

Wondering how to find a financial professional who truly understands you? Let’s talk.

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Videos (show all)

Balancing your family’s needs and the demands of your business can be a challenge. Let’s look at your big picture.
The slower pace of the summer months is a great time to connect with your clients about their financial protection needs...
Make sure your summer to-do list includes protecting your family with life insurance.  Let’s connect.
Nearly half of all business owners plan to use investments and savings as their main source of retirement income. Let’s ...
You can’t predict the future, but you can plan for it.  Let's talk about the right strategy for you.
Retirement plans aren’t just for big companies. Let’s talk about all your options.
Annuities aren’t only for pre-retirement planning, they offer growth opportunities for any clients’ retirement goals.​ C...
For people with more time until retirement, some annuities have growth potential as well as guaranteed lifetime income. ...
Your business is your biggest asset. Let’s talk about ways to protect what you’re building.
Regardless of which direction the market is moving, investing in monthly intervals can result in a lower average purchas...
You always want to be nimble when it comes to forging your financial plan. Let’s explore some low-cost strategies for di...
Whether they're years from retirement or retiring next year, consider MassMutual to find an annuity that works for your ...

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