Blog

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...

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...

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...

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...

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(...

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...

One of my favorite bloggers, Carl Richards, shared his thoughts this morning about "What's really necessary" to accomplish life and business goals. He used an analogy about mountain climbing which helped to explain the importance of streamlining business processes by getting rid of excess. The story...

If I asked you to describe prosperity and security, what would you picture in your head? I am not talking about dollar signs or rate of return, rather, what do you want your money to do for you, both now and in the future? Is it finally taking that trip to Paris? Owning a beautiful house on the l...

A recent survey conducted by Evan Simonoff uncovered the top reasons why retirement plans which appear to be "bulletproof" from an investment perspective fall apart. It may come as a surprise to you, but none of these reasons have to do with macro forces such as market performance or a poor economy....

If your answer is yes, then you are not alone. A recent survey conducted by the Federal Reserve found that one third of working adults do not have a savings or pension. Furthermore, 38 percent of respondents stated that they have no intention and or plan to keep working indefinitely. Still, out of t...