Rochester: 585.473.3590
Batavia: 585.344.1850

Search Blog


Dividend-paying Stocks: A Staple for Your Portfolio

Published: March 29, 2016 10:19:55 am 2323 Views

In my opinion, no matter your age or your approach to investing, there is one kind of investment that may be considered for your portfolio: dividend-paying stocks.While hardly the sexiest of investment choices, dividend-paying stocks may offer a difficult-to-beat combination -- good quality and a hi...

Read More

Tips for Creating - and Sticking to your Budget

Published: March 21, 2016 3:44:46 pm 2818 Views

Whether you don't have a personal budget and find yourself at the end of the month not having anything left over to save for a rainy day or you always have enough for a rainy day but never crafted a budget; you absolutely should. While it might seem like a chore to build a budget and track all your...

Read More

Planning for Incapacity: Four Essential Documents

Published: March 8, 2016 2:44:46 pm 2273 Views

I cannot tell you how many clients have expressed concern to me about aging. Specifically, they have had emotional, physical, and financial challenges in caring for their 80-something year old parents and do not want to put that burden on their own children.Yet even before old age becomes an issue,...

Read More

Am I Next to Retire? : A Boomer Question

Published: February 26, 2016 10:36:01 am 2364 Views

One of the largest generations in our history has already started to enter retirement, the Baby Boomers. In addition, over the past few years many of Rochester's historically large corporate employers have experienced tough times, among them Kodak, Bausch & Lomb, and most recently Xerox. The com...

Read More

2016: Bull or Bear

Published: February 11, 2016 1:36:17 pm 2495 Views

While we are off to one of the worst starts to the year ever many wonder can US stocks still have positive returns in 2016? As the market is down roughly 10% year to date, it is reasonable to assume that if you're not 100% in cash or CDs most investors are losing money. Why?Many attribute this volat...

Read More

SURPRISE! Social Security Is Changing

Published: February 4, 2016 9:31:28 am 2277 Views

Many of you have likely heard or read about the seemingly sudden new legislation that has closed the door on some popular Social Security claiming strategies. Congress described the changes to Social Security as "closing unintended loopholes" in order to protect the solvency of the overall Social Se...

Read More

Don't be a worry wart

Published: January 25, 2016 4:10:28 pm 2160 Views

Surprisingly, stocks have had the worst start to the year EVER. Unfortunately, that makes people scared. This article cites Google Trends statistics that the phrase "sell stocks" is the most popular internet search since 2008 (the year of our most recent financial crisis). While we can give people a...

Read More

Fear Itself

Published: January 19, 2016 2:56:03 pm 2208 Views

"The stock market is a device for transferring money from the impatient to the patient." - Warren BuffetHardly has there been a more inglorious start for the markets than this. With the S&P 500 down 8% in two weeks, anxious would be a euphemism. But for the dates displayed on the front of newspa...

Read More

Tips for Financial Security

Published: January 12, 2016 9:46:18 am 2306 Views

Financial security can be like swimming toward the horizon if you do not create a plan and stick to it. Working with an advisor to create your own plan can help to create a sense of ownership over your financial future. It is very easy to allow "life" to get in the way of planning but if you can keep your focus you will be much happier in the long term.

Read More

Nothing Worked

Published: January 7, 2016 9:41:28 am 2364 Views

"We've long felt that the only value of stock forecasters is to make fortune tellers look good." - Warren BuffetIt's safe to say that a majority of investors were not celebrating their portfolios this past holiday season. With the Dow Jones Industrial Average down 2.23%, the S&P 500 down 0.7%, a...

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