We’re excited to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article published on Yahoo Finance, Reuters, and IndexBox, titled, “Investors flock to safety of US short-term government bond funds.” Written by Patturaja Murugaboopathy, the article highlights a significant shift in investor behavior, with substantial inflows into U.S....Read More
We’re excited to share that our Senior Wealth Advisor, Christine Parisi, was recently featured in an article published on Yahoo Finance and GOBankingRates.com, titled, “5 Bad Money Habits That Hold People Back From Retiring Early.” Written by Nicole Spector, the piece explores how early retirement has become a key part of the modern American Dream, highlighting...Read More
We’re excited to share that our Chief Investment Officer and CEO, Steven M. Rogé, MBA, CFP®, AIF®, has been appointed as an Adjunct Clinical Instructor at the New York Institute of Technology College of Osteopathic Medicine (NYITCOM). Starting April 1, 2025, and continuing through March 31, 2026, Steven will serve as a preceptor, or a...Read More
The concept of income limits for Roth IRA contributions is not new, they have been in place since Roth IRAs were introduced in 1997. Each year, the IRS adjusts the income phase-out ranges slightly to account for inflation. If you’re a high-income earner thinking about adding to your Roth IRA in 2025, IRS income limits...Read More
The U.S. has recently proposed a new wave of tariffs on key trading partners, including China, Canada, Mexico, and potentially the European Union. With rates ranging from 10% to 25% on a broad array of goods—from industrial components to consumer electronics and raw materials—these tariffs have understandably raised near-term concerns and uncertainty. While headlines emphasize...Read More
We are thrilled to announce that two of our valued team members, Theresa Carguillo, FPQP®, Client Services Associate, and Dustin Cidorowich, FPQP®, Associate Financial Planner, have achieved the prestigious Financial Paraplanner Qualified Professional™ (FPQP®) designation from the College for Financial Planning. The FPQP® designation is a significant milestone in the financial services industry. It equips...Read More
We’re excited to share that our Senior Wealth Advisor, Christine Parisi, was recently featured in a Long Island Business News article titled, “Financial Advisors Offer Tips on Examining Employee Benefit Changes.” The piece was written by Ed Moltzen, and highlights the steps employers can take to optimize benefits for their employees and enhance long-term stability....Read More
The financial world is constantly changing, and with it comes a whole new set of buzzwords to describe trends, technologies, and challenges in the industry. While some of these terms may sound complicated — or even a bit gimmicky — they often highlight important shifts in how money is managed, how the economy is viewed,...Read More
We are thrilled to announce that our Chief Investment Officer and CEO, Steven Rogé, has been invited as a distinguished guest speaker at the National Association of Personal Financial Advisors (NAPFA) Fall 2024 National Conference! The event will be held from October 30 – November 2, 2024, at the Omni Nashville Hotel in the vibrant...Read More
