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Are You Prepared to Handle a Personal Financial Crisis?

Published August 25, 2015 3309 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...

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What's Pushing Markets Lower?

Published August 24, 2015 3139 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...

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Growth for Local Rochester Company

Published August 5, 2015 3323 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...

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The Aspirational Investor

Published July 23, 2015 3232 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 you...

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Investing: Put your best foot forward

Published July 22, 2015 3271 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...

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The True Cost of Cash

Published July 15, 2015 3151 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...

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A Grain of Salt

Published July 7, 2015 3397 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...

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A Busy Summer for Rochester

Published July 1, 2015 3486 Views

Summer is often a busy time. Between your kids being out of school, family vacations, pool parties, college visits, sports games and weddings, there is likely a fun filled schedule for you and your family. Yet, the Rochester business community has been busy too, and it's not even July 1st! Two Major...

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Maxing out your savings

Published June 24, 2015 101075 Views

For many young professionals, retirement planning seems odd given that it is thirty or forty years away. But the more time you give yourself to save the better the likelihood of accomplishing those goals. Aside from starting early, here are four ways to max out your savings: Do not assume the 401(...

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What's the Deal with Interest Rates?

Published June 18, 2015 3266 Views

What's happening with interest rates? I'm hearing this question daily, whether meeting with clients, waiting in line at the deli, or chasing my 21-month old daughter down the street while she runs as fast as her little legs will take her. Below you'll find some of the more common questions I'm heari...

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