Rochester: 585.473.3590
Batavia: 585.344.1850
Lockport: 716.304.2102

Search Blog


Covid-19 relief checks won't have to be repaid

Published: April 15, 2020 12:44:33 pm 818 Views

The government began issuing the one-time payments this week, and some of you may have been checking your statements this morning and have noticed that they have already been deposited electronically into your account. Most adults who earned up to $75,000 will see a $1,200 payout, while married coup...

Read More

April 2020 Newsletter

Published: April 14, 2020 3:27:57 pm 821 Views

April 2020 Newsletter

When planning a newsletter that will be distributed in early April, tax filing deadlines and last-minute IRA contributions are topics worth hammering home. It’s safe to say by now, this is no ordinary April and that 2020 is no ordinary year.  COVID-19 has brought much uncertainty into our...

Read More

How to Stay 401(k) Smart in the COVID-19 Economy

Published: April 10, 2020 10:03:16 am 912 Views

At the close of the market on 4/7, the S&P 500 was up 19% from its March 23, 2020, low, but it’s still more than 20% below its February high. Volatility has been the economic norm of COVID-19. That being said, what, if anything, should you do with your 401(k)? Here are some common question...

Read More

Estate Planning: How We Can Help You Transfer Your Values Alongside Your Wealth

Published: April 8, 2020 10:05:59 am 734 Views

There’s this lingering myth of “old money families” where wealth is easily passed from generation to generation. But studies have shown wealth attrition to be more common, as bad investment decisions, mismanagement and dilution of assets between heirs eats into the family...

Read More

Where are we now

Published: April 3, 2020 9:22:45 am 830 Views

Well, that seems to be the question we all want answered.  From our perch we are working through it, both on the financial and the healthcare sides.  In our last post we believed it would get worse before it gets better on the healthcare side, and unfortunately it seems we were correct.&nb...

Read More

Covid-19 Brighton Securities Proceedures

Published: March 23, 2020 11:38:24 am 716 Views

In light the Governor Cuomo’s recent Covid-19 workforce reduction announcement, which lists banks and other related financial institutions as essential businesses, Brighton Securities will be remaining open, but our doors will be locked. We will maintain our standard hours of operations; howev...

Read More

Here we are again

Published: March 19, 2020 12:07:14 pm 800 Views

Well, here we are again.  Encountering a multifaceted market correction.  “It’s different this time” we heard all the way up on this bull run and now, as real urgency kicks in, we are hearing “this one is different” on this correction. From my perch, it was...

Read More

Tax Deadline Changes - What You Need To Know

Published: March 18, 2020 11:05:02 am 876 Views

Dear Valued Client - As the news about COVID-19 and its effects evolve we are all learning how to react and adapt.  As you are aware, the deadline for filing your personal income taxes is April 15th.  While we understand that there are certain provisions being made available to prevent...

Read More

Uncertainty Leads to Volatility.

Published: March 9, 2020 3:53:22 pm 776 Views

Uncertainty Leads to Volatility.

Capital markets have seen a significant amount of volatility over the past couple weeks. Worldwide cases of COVID – 19 (commonly known as the coronavirus) now exceeds 100,000, OPEC failed to strike a deal to cut production, and all of this is happening within an election year. The volatility t...

Read More

The Wade Group - January 2020 Newsletter

Published: January 2, 2020 2:14:46 pm 1262 Views

  We begin the new year with wishes of health, happiness, and of gratitude for the opportunity to work with you.  2019 ends with market returns over 25%, and record levels reached on all the major indexes.  However, new changes are coming in 2020, some of which may have a direct im...

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