Contact Us

Contact Us

NEWSROOM

CONTACT US

Keep These Tips Ready as Market Volatility Continues

Published September 8, 2015 6162 Views

It is hard, for everyone, to watch investments fluctuate in value. Sometimes it can be hard for investors to stay in the game. Here are a few helpful tips which can help when the stock market loses:You MAY get a tax break- in non-retirement accounts. While it is great to have gains, even when paying...

Read More

Don't Panic and Keep Perspective

Published September 3, 2015 6639 Views

There is no way around the truth: this year has been choppy and the most recent market performance has been volatile. Yes, investors have unrealized losses and it is simply impossible to know what will happen today, tomorrow, or next week. Yet, there is no reason to panic. We have seen worse and man...

Read More

Selling at the Right Time

Published September 2, 2015 6812 Views

Shock, anger, just plain mad? I felt those feelings too, upon hearing that the Bills had released fan-favorite Fred Jackson on Monday. You'd be hard-pressed to find a more beloved athlete in western New York than Fred Jackson, and many were upset with Bills for cutting a player that meant so much to...

Read More

Are You Prepared to Handle a Personal Financial Crisis?

Published August 25, 2015 6789 Views

It is becoming more common that many people who were once married or in a committed relationship are faced with managing finances alone at some point in their lives. While it's not something we want to think about, unfortunately, the first time these individuals experience handling complicated finan...

Read More

What's Pushing Markets Lower?

Published August 24, 2015 6352 Views

Global stock markets fell dramatically last week. Three big factors are breathing uncertainty into the markets:China may be growing at a lesser rate than stated by its government.China has seen a slow-down in its core engines for growth, manufacturing and exports. The Chinese market has stumbled sig...

Read More

Growth for Local Rochester Company

Published August 5, 2015 6646 Views

Constellation Brands (STZ) announced today that they are growing their wine offerings by adding Meiomi to their lineup. The local company purchased the 33-year-old Californian wine maker for a cool $315 million. Constellation Brands reports that Meiomi pinot noir ranks first in sales growth in the l...

Read More

The Aspirational Investor

Published July 23, 2015 6454 Views

The market does not care about the investor - yet many of us rely on it to build wealth. Portfolios designed to beat market benchmarks may not be ideal for the individual investor. We can't base our financial success on the over/under of the benchmark, we need to be goal seekers. Shifting your po...

Read More

Investing: Put your best foot forward

Published July 22, 2015 6483 Views

Investing can be a daunting task for people, especially if you are new to it or if you were not the primary financial decision maker in your household. While recognizing that it may be uncomfortable at first, here are a few tips to help get you started: It is unlikely you will learn successful inv...

Read More

The True Cost of Cash

Published July 15, 2015 6376 Views

Many people have been skeptical about the market. New highs and significant volatility have bred uncertainty among investors. These feelings are understandable given the news of a Greek debt crisis, the Puerto Rico default discussions, and Chinese stock market corrections. Those who are headed towar...

Read More

A Grain of Salt

Published July 7, 2015 7015 Views

There is so much going on in the world! If you are glued to the TV watching the talking heads of Fox News, CNBC, or CNN you probably think the end of this bull market is going to be driven directly by default in Greece. The media loves drama. Yes, going into default is a problem; banks are closed an...

Read More

Learn How We’ll Be There for You.
Schedule Time to Meet with Us Today.

Contact Us