Rochester: 585.473.3590
Batavia: 585.344.1850

Search Blog

CONTACT US

Should you really look at a new Medicare plan?

Published: September 30, 2015 11:56:38 am 2300 Views

Most of us are really intelligent people, but not exactly experts when it comes to Medicare, and it can be an extremely frustrating and overwhelming task to review so many Medicare plans. Next week, Medicare eligible persons will be getting their annual notice of change from the current plan as w...

Read More

Claiming Social Security: What's right for you?

Published: September 29, 2015 3:38:11 pm 2569 Views

Let's face it, when Social Security is discussed most people either A.) Doubt if it will be around for them; B.) Find it confusing to figure out how and when to take it; or C.) Avoid the topic because it's all together too confusing.Yet, Social Security is an important cornerstone of many retirement...

Read More

A $258+ Billion Dollar Savings Option

Published: September 16, 2015 2:19:05 pm 2348 Views

According to the College Savings Plan Network, as of this June, assets in 529 Plans had grown 5.6% from last year reaching a record level of approximately $258 billion. While the growth is impressive what does this mean to you?When preparing to send children to college it is important to consider th...

Read More

Lean In

Published: September 9, 2015 2:09:51 pm 2382 Views

Today we're publishing an article written last week by Brennan Redmond, CFA; a Senior Vice President of Brighton Securities. Brennan's piece is particularly timely given the market's volatility, though his opinions should not be taken as personalized investment advice for you. We always advise consu...

Read More

Keep These Tips Ready as Market Volatility Continues

Published: September 8, 2015 2:05:32 pm 2157 Views

It is hard, for everyone, to watch investments fluctuate in value. Sometimes it can be hard for investors to stay in the game. Here are a few helpful tips which can help when the stock market loses:You MAY get a tax break- in non-retirement accounts. While it is great to have gains, even when paying...

Read More

Don't Panic and Keep Perspective

Published: September 3, 2015 2:00:23 pm 2361 Views

There is no way around the truth: this year has been choppy and the most recent market performance has been volatile. Yes, investors have unrealized losses and it is simply impossible to know what will happen today, tomorrow, or next week. Yet, there is no reason to panic. We have seen worse and man...

Read More

Selling at the Right Time

Published: September 2, 2015 1:47:47 pm 2540 Views

Shock, anger, just plain mad? I felt those feelings too, upon hearing that the Bills had released fan-favorite Fred Jackson on Monday. You'd be hard-pressed to find a more beloved athlete in western New York than Fred Jackson, and many were upset with Bills for cutting a player that meant so muc...

Read More

Are You Prepared to Handle a Personal Financial Crisis?

Published: August 25, 2015 1:44:22 pm 2369 Views

It is becoming more common that many people who were once married or in a committed relationship are faced with managing finances alone at some point in their lives. While it's not something we want to think about, unfortunately, the first time these individuals experience handling complicated finan...

Read More

What's Pushing Markets Lower?

Published: August 24, 2015 1:43:18 pm 2235 Views

Global stock markets fell dramatically last week. Three big factors are breathing uncertainty into the markets:China may be growing at a lesser rate than stated by its government.China has seen a slow-down in its core engines for growth, manufacturing and exports. The Chinese market has stumbled sig...

Read More

Growth for Local Rochester Company

Published: August 5, 2015 1:34:34 pm 2278 Views

Constellation Brands (STZ) announced today that they are growing their wine offerings by adding Meiomi to their lineup. The local company purchased the 33-year-old Californian wine maker for a cool $315 million. Constellation Brands reports that Meiomi pinot noir ranks first in sales growth in the l...

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