October 31, 2012 To our valued Clients and Friends: We are happy to report that our office is open and fully functioning today (Wednesday, October 31, 2012) after being closed on Monday and Tuesday, due to outages caused by Hurricane Sandy. Everyone is safe and we experienced minimal damage. If you are living in an...Read More
10/17/2012 Certified financial planner Richard Colarossi counseled a Long Island couple in their investments and monetary strategies for decades before the wife revealed to him a startling secret: She’d hidden hundreds of thousands of dollars from her husband, who’d supported her for over 30 years. The wife wanted to ensure the security of her children...Read More
10/20/2012 To Our Valued Clients and Friends: We continue to receive great feedback from our “Getting to Know Someone” article. Today we introduce my good friend and colleague, Richard Sincere. He is our first responder to our lifestyle interview questionnaire. Richard is President and CEO of Sincere and Co., LLC, a mutual fund marketing firm...Read More
10/05/2012 Just four weeks ago, an MSCI (MSCI.N) executive was crowing about his company’s near-monopoly on providing critical benchmark stock market indexes which are licensed by fund companies around the world. “It’s the only part of our business in which we have a committed strategy of trying to utilize a little bit of pricing power...Read More
09/05/2012 Prepare to do exactly what mother always forbids. Take a peek at what’s coming for Christmas. A prime way to accomplish this: Look at the trends reflected in back-to-school shopping. It’s the second largest shopping time of the year, behind only the frenzy seen during Christmas. Businesses prospering in August will likely see full...Read More
