Rochester: 585.473.3590
Batavia: 585.344.1850
Lockport: 716.304.2102

Search Blog


Keep Calm and Carry On

Published: December 8, 2016 11:39:32 am 3048 Views

The British World War II poster slogan “Keep Calm and Carry On” is internationally known by many and is often mistakenly attributed to Winston Churchill. While Churchill, the shrewd Prime Minister, would likely agree he did not actually pen the phrase they are simple words meant to endure the turbulent war times. However, I feel it is appropriate and prudent advice for investors as well.

Read More

Cows and Chickens: Xerox Deal Steams Ahead

Published: November 14, 2016 4:18:08 pm 3329 Views

George T. Conboy’s Cow and Chicken Theory describes our markets best: no matter what’s happening, in the morning the farmer goes to the barn. The cow still gives milk and the chicken lays their eggs. Despite all the chaos from the election, deals are still happening. Furthermore, the Xerox and Conduent deal will be coming to close within the next sixty days. According to the Democrat and Chronicle on November 8th, Xerox announced the details on their upcoming split into two separate companies.

Read More

Bugs Bunny Makes a Move

Published: October 26, 2016 11:16:00 am 2727 Views

As reported by USA Today, on Saturday, October 22nd, AT&T and Time Warner made a deal which outlined AT&T to purchase the communications company for $85.4 billion. Details in the cash and stock deal include that AT&T will pay $107.50 per share of Time Warner whose service includes HBO, CNN, TNT, TBS, Warner Bros, Bleacher Report, theme parks, and a 10% stake in their premier streaming service Hulu. Bugs Bunny is making a move—and will likely settle into his new home by the end of 2017.

Read More

Aim for the Horizon

Published: October 6, 2016 11:00:06 am 2760 Views

It is awfully common to hear clients talk about what they read or heard about investing, particularly the old “rule of thumb” about keeping equity exposure equal to 100 percent minus your age. So, if you are 70 years old 30 percent of the portfolio would be in stocks and 70 percent in bo...

Read More

How to Invest During an Election

Published: September 28, 2016 11:10:51 am 2612 Views

There is no doubt that the 2016 Presidential Election is getting a lot of press. With the first debate happening this week so many people are trying to watch the polls and figure out who will be our next leader. Of course the two candidates could not be any more different with their policies and ide...

Read More

A "Golden" Rule: Everything in Moderation

Published: August 4, 2016 2:47:21 pm 2972 Views

While the market has recovered nicely from a bumpy first quarter many people still have feelings of uncertainty. The uncertainty I hear the most about comes from the June BREXIT and the potential outcomes of the upcoming November election. While the BREXIT was simply an event that should not have a...

Read More

Tax Free Savings While You Work: Roth 401(k)

Published: July 19, 2016 1:21:55 pm 2629 Views

Many of you are probably familiar with a 401(k) - or employer sponsored retirement plan. Every year during benefits enrollment you decide what percentage of each paycheck will go into your retirement plan. But you may not be aware of a benefit option with your 401(k) plan that is quite often overloo...

Read More

Why Use An Advisor At All?

Published: June 29, 2016 1:16:46 pm 2929 Views

In a world where you can get trade execution for $7.99 or buy an index fund virtually for free, why should investors seek out the aid of a financial advisor and pay the additional fees that go along with that?Well, a certain firm set out to quantify the potential value added by working with a skille...

Read More

The 'Brexit' Leave Vote

Published: June 24, 2016 2:46:01 pm 2610 Views

Unless you have been living under a rock, you've likely heard that Britain has voted to leave the European Union. The 'Leave' vote came as a surprise to the markets, as evidenced by the lack of a sell-off in the last few weeks, capped off with a strong rally into yesterday's close. Unsurprisingly, g...

Read More

Is Your New York State Pension Enough to Retire?

Published: June 24, 2016 9:44:14 am 3600 Views

After spending your whole life working hard, earning money, and being responsible, all of a sudden the wealth you've accumulated needs to produce income. But will it be enough? With no cost of living adjustments for social security, a low interest rate environment, and a 1% cost of living adj...

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