Rochester: 585.473.3590
Batavia: 585.344.1850
Lockport: 716.304.2102

Search Blog


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Good News Bad News: Savings in your 20s

Published May 6, 2015 3527 Views

It may be surprising to hear that approximately 67% of people in their twenties have already started saving for retirement. Despite all of the challenges, student debt, a tough job market, saving for a first home, the twenty somethings are saving! Even more, a recent Transamerica survey reported...

Read More

Raising Financially Intelligent Children

Published May 5, 2015 3335 Views

The responsibility of raising confident, capable, and well adapted children is not easy, and requires patience, tenacity, and occasional support from family, friends, and mentors. One topic that is often forgotten, but critical, is financial literacy. Dr. Jim Grubman, a noted phycologist who work...

Read More

Touchscreen Progress Slows

Published May 4, 2015 3246 Views

Eastman Kodak has been hoping to spin some of its assets and expertise into touchscreen technology and products. In 2013, Texas-based Unipixel, a touchscreen sensor film company, signed an agreement with Kodak to establish a plant in Eastman Business Park to manufacture UniPixel's InTouch technology...

Read More

One Delicious Apple for Shareholders

Published April 28, 2015 3207 Views

While folks own different investments for a variety of reasons, income, growth, etc. all investors should pay attention to quarterly earnings reports. Earnings signal the health of the company, how well they are able to predict their own performance, and may signal future performance. Earnings repor...

Read More

We Haven't Seen this Since March of 2000

Published April 27, 2015 3114 Views

Domestic stocks finished higher on Friday as the NASDAQ composite set another record. The NASDAQ closed at a record high for the second day in a row and Thursday the index recorded its first new high in over 15 years--something not seen since March of 2000. Amazon, Google and Microsoft all saw ga...

Read More

Are Millennials Moochers?

Published April 22, 2015 3661 Views

Millennials have a stigma that they are a generation that in adulthood is fed, clothed, and provided for by their parents. Even though millennials face challenges that make it hard to become financially independent like student loans, sluggish job market, and rising costs of living millennials get a...

Read More

Tax Season Draws to an End

Published April 20, 2015 3268 Views

Tax day has come and passed. Did you get a refund? If so, what is your plan? There are a number of things you can do with your recent inflow--home remodeling, take a trip or finally pull the trigger on a large purchase. Each of those options would be rewarding but they probably aren't going to impro...

Read More

Advisors for Millennials

Published April 14, 2015 3550 Views

Millennials receive a lot of insight from others studying the generation and making observations. I would argue that millennials are in fact quite different and do deserve the attention they receive. Many new issues, skills, and standards have changed for the generation including what they need from...

Read More

Back to Their Old Ways

Published April 13, 2015 3448 Views

On Friday General Electric announced that it is selling a majority of its banking business (GE Capital) to focus on its best performing segments. G.E. is looking to return to being one of the strongest industrial companies in the world. Since the financial crisis, it has been taking steps to reduce...

Read More

Retirement? No, it's Back to School!

Published April 7, 2015 3244 Views

Retirement often provides the opportunity of time. Time to explore new places, try new things, and the flexibility to set your own schedule. However, for some, it offers the opportunity to go back to school! This New York Times article reports that it makes no sense to have education that ends, for...

Read More

We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of your financial plan.

Contact Us