Claiming Social Security: What's right for you?
Published September 29, 2015 6149 Views
Let's face it, when Social Security is discussed most people either A.) Doubt if it will be around for them; B.) Find it confusing to figure out how and when to take it; or C.) Avoid the topic because it's all together too confusing.Yet, Social Security is an important cornerstone of many retirement...
A $258+ Billion Dollar Savings Option
Published September 16, 2015 6099 Views
According to the College Savings Plan Network, as of this June, assets in 529 Plans had grown 5.6% from last year reaching a record level of approximately $258 billion. While the growth is impressive what does this mean to you?When preparing to send children to college it is important to consider th...
Lean In
Published September 9, 2015 6157 Views
Today we're publishing an article written last week by Brennan Redmond, CFA; a Senior Vice President of Brighton Securities. Brennan's piece is particularly timely given the market's volatility, though his opinions should not be taken as personalized investment advice for you. We always advise consu...
Keep These Tips Ready as Market Volatility Continues
Published September 8, 2015 5709 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...
Don't Panic and Keep Perspective
Published September 3, 2015 6117 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...
Selling at the Right Time
Published September 2, 2015 6340 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...
Are You Prepared to Handle a Personal Financial Crisis?
Published August 25, 2015 6037 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...
What's Pushing Markets Lower?
Published August 24, 2015 5876 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...
Growth for Local Rochester Company
Published August 5, 2015 6205 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...
The Aspirational Investor
Published July 23, 2015 5964 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...