Blog

Ever since the Buffalo Bills longtime owner, Ralph Wilson, passed away in March, there has been a lot of speculation regarding who would buy the storied franchise. The sale of the Bills moved to the next stage last Tuesday when Morgan Stanley received three bids to purchase the team; one from Terren...

We cannot simply evaluate companies based only on their financial metrics and innovations. Rather, we must consider who is behind the brand and how they work. This additional layer of analysis provides insights for holistic decision making when it comes to which companies you want to own now and in...

Xerox built a strong presence in the Rochester area for their paper copiers and printers; they have been working to transition towards a company focused on document management, IT services, and bill processing. Last week, Xerox reported earnings for the second quarter of 2014. The story of year-over...

Altria, the maker of Marlboro cigarettes, found a stronger No. 2 competitor last week as a deal was announced to merge Reynolds American and Lorillard. The $27.4 billion merger brings the No. 2 and No. 3 largest U.S. cigarette makers into one company. The combined company will keep the Reynolds Amer...

When people think of retirement, it typically evokes a mixture of emotions, specifically in the financial planning arena. When determining which plan may be best suited to you, many advisors may try to simply look at the balance sheet and cash flows; however, they often fail to take into account the...

Walking into a supermarket can be intimidating; items greet you as you walk in, and they all are designed to try to grab your attention. Hopefully, you bring a list with the items you need to purchase, otherwise you can count on a lot of impulse buys--every supermarkets' goal. It's why they put the...

As defined benefit plans continue to be a thing of the past, retirement planning is becoming a necessity. While planning the best way to live throughout your retirement years, be sure to incorporate inflation expectations. Inflation is defined as: "a general increase in prices and fall in the purcha...

After you've established a sound financial plan, if you decide that that you'd like to allocate a portion of your portfolio to bonds, your next step should be to decide exactly how you want to buy and own these bonds. Questions that typically arise are whether or not you should buy individual bonds...

Retirement is supposed to be a time to relax, worry less, and enjoy a slower pace of life. Most folks I work with and meet prefer to retire before age 65. For most retirees, leaving full-time employment means leaving employer-provided health care coverage behind. If you retire before age 65 you can'...

As medicinal and recreational uses of marijuana becomes decriminalized throughout U.S. states, the legal marijuana industry has the potential to be one of the fastest-growing industries of all time. However, there is a difference between the potential of an industry and the companies looking to exp...