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Reviewing Rochester’s Public Companies

Published: November 7, 2017 9:21:22 am 196 Views

There was a time when several Rochester-based companies were household names when discussing stocks you’d want to hold in your portfolio. Kodak, Xerox, Bausch & Lomb, the heavy hitters of yesteryear. It’s no secret that those three companies have seen ups, downs, bankruptcies, takeovers, and more. What’s interesting to note, however, is that while some companies headquartered, or with significant operations in Rochester have struggled over the years, others have gone on to flourish.

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401(k) Contributions – Here to Stay

Published: November 6, 2017 8:40:45 am 126 Views

You can rest a bit easier when it comes to thinking about your readiness to retire, at least for a moment. This week’s reveal of the much-anticipated Republican tax bill is leaving the pretax 401(k) contribution cap at $18,000 after much speculation that the pretax cap would be reduced as low as $2,400 per year. Hey, Congress – thanks!

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Investing in Bitcoin… Caveat Emptor

Published: November 2, 2017 11:55:34 am 130 Views

In time, as more opportunities for investment arise and the technology becomes more mature, digital currencies may become a reasonable long-term investment. For now, they remain speculative at best and anyone considering them for an investment should heed the Latin phrase for let the buyer beware: Caveat Emptor.

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What's Trending With Team Brighton

Published: November 2, 2017 11:07:09 am 62 Views

Get the latest news on all things Brighton Securities! Learn about our upcoming events and how you can get involved, our local philanthropy and our Financial Advisors' expert option on today's market trends and how they may impact you.

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What to expect from Social Security in 2018

Published: October 23, 2017 3:32:47 pm 588 Views

Change is a constant in today’s world. One of the biggest insurance policies of modern times, social security, is no stranger to change. Based on recent numbers from the USA TODAY article, 61.5 million people receive benefits and more than 42 million (or 62%) of them are retirees. Bottom line, any changes to social security affects a large number of Americans.

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Equifax data breach… Should you be concerned?

Published: September 15, 2017 9:22:06 am 2176 Views

Last week, Equifax—one of the nation’s largest credit reporting agencies, reported that hackers stole personal data from an estimated 143 million Americans. The breach lasted from mid-May through July—the hackers accessed people’s names, Social Security numbers, birth dates, addresses, and in some cases, driver’s license numbers.

Concerned yet? It can be an overwhelming thought that your information is in the hands of criminals looking to profit at your expense. Here are some steps to consider:

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An Exercise in Heresy, and Other Ideas Not Found in Valuation Textbooks

Published: June 16, 2017 7:29:52 am 839 Views

When talking about early stage company valuations, all opening paragraphs should start out with: it’s really hard. That’s why convertible notes are popular, why Y Combinator created the SAFE, (Simple Agreement for Future Equity) and why Draper is creating TATS (Tradable Automatic Term Sheets) effectively letting investors and entrepreneurs get around trying to value things today, and agree to try to figure it out later.

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Business Succession: Questions You Need to Ask

Published: June 1, 2017 10:03:22 am 726 Views

Business succession can be an emotional, financial, and timing issue for business owners. Do you have a business succession plan?

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Dividend-Paying Stocks: A Staple for Your Portfolio

Published: May 8, 2017 4:07:48 pm 782 Views

No matter your age or your approach to investing, there is one kind of investment that may be considered for your portfolio: dividend-paying stocks. That’s the opinion of Scott Wren, Managing Director and Senior Global Equity Strategist for Wells Fargo Investment Institute.

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Benefit of the Doubt

Published: April 10, 2017 11:12:55 am 715 Views

What comes easy won’t last, and what lasts won’t come easy.” - Unknown

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