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A Big Lesson from Greece

Published February 11, 2015 4562 Views

Those of you who are engaged in geopolitical news will recognize the ongoing turbulence between Greece and its creditors. Desperately trying to avert a default, Greece is still in talks to renegotiate bailout reforms with Eurozone partners and the International Monetary Fund. According to this artic...

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A Local Marriage

Published February 9, 2015 4403 Views

On Friday, Harris announced that it was acquiring Exelis in a deal valued around $4.75 billion. The cash and stock transaction is valued at $23.75 per share and is expected to close in June. The deal combines two military suppliers at a time when the pentagon is looking to reduce spending by $1 tril...

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Turbulence

Published February 5, 2015 3942 Views

The first month in the stock market for 2015 has been like a heavyweight bout between the bulls and the bears. The question is whether the decline in commodity prices is foretelling a dramatic slowdown in global growth, or instead be a stimulant to global growth. Each camp has good points. So far th...

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Millennials and Their Money

Published February 3, 2015 4021 Views

A general view of millennials is that they are big spenders and are not focused on savings. They are a generation focused on entertainment, frivolous extras, and expensive technology gadgets. Yet, this article references a recent survey reporting that 53% of millennials studied think about their fin...

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Shaking Up Wall Street.

Published February 3, 2015 3926 Views

On Friday, Wall Street's buzz was about New York City based Shake Shack whose stock jumped nearly 120 percent on its first day of trading. The stock closed at $45.90 per share after it was initially offered at $21 per share. By selling 5 million shares the newest public company raised $105 milli...

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Should I Invest in 2015?

Published January 29, 2015 3787 Views

With the markets hitting highs so many clients ask "should we really invest now?" My answer is the following: As we close out January many of the S&P 500 companies are delivering their quarterly earnings results. One company has dominated to achieve record performance: Apple....

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Traveling to Europe? Your trip just got less expensive...

Published January 26, 2015 3860 Views

On Thursday, the European Central Bank announced an aggressive bond-buying program in an attempt to breathe life into the euro zone economy. After the announcement, the euro dropped more than 2 percent against the dollar which is welcome news for Americans with plans to visit Europe. Since dollars n...

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New York State's Hunger Games

Published January 22, 2015 3864 Views

On Thursday Governor Cuomo proposed a $1.5 billion upstate economic revitalization fund competition among seven regions. The seven regions will compete for three awards of $500 million each in economic aid. The seven regions that are eligible are: Capital Region, Central New York, Finger Lakes, Sout...

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Working in Retirement: What's Your Plan?

Published January 22, 2015 3821 Views

Many people today plan to do some kind of work in retirement. In fact, a recent article reported the following figures: 1. 65% of workers plan to work in retirement2. 27% of retirees say they are employed3. 42% of baby boomers plan to work part-time in retirement4. 62% of baby boomers work in retire...

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Emergency Fund! YOU need one.

Published January 15, 2015 4017 Views

What happens when the roof on your house starts to leak, your car is totaled, or you have a serious medical issue and you don't have the money to cover your expenses? According to a recent article 62% of Americans do not have an emergency fund to cover unexpected expenses. Aside from investm...

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