Crypto markets move fast, but understanding why they move is just as important as watching the numbers. In a recent Investopedia article, “Crypto Cheat Sheet: Decoding Market Cap, Volume, and Trends,” by Meagan Drew, our Chief Investment Officer and CEO, Steven Rogé, joined other experts to explain how key metrics like market cap, trading volume,...Read More

We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an Investopedia article by journalist Beverly Bird titled, “Here’s What Saving $5 Every Day for 10 Years Could Do for Your Savings.” The article illustrates how setting aside just $5 a day can grow into nearly $21,000 over...Read More

With markets near record highs, many executives are facing a complex decision: when (and whether) to exercise their stock options. In his article, “Stock Prices Are High. Is It a Good Time to Exercise Employee Stock Options?”, originally published in Barron’s and featured on MSN, journalist Tom Taulli explores the financial and tax implications of...Read More

We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in the Newsweek article, “The Real Reason Gen Zers Are Turning Their Backs on Pensions,” by journalist Melissa Fleur Afshar. In the piece, experts explore why today’s young professionals are rethinking traditional retirement paths, highlighting how shifting job...Read More

We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in U.S. News & World Report in an article by financial journalist Brian O’Connell titled, “Will the Stock Market Crash in 2025? 5 Risk Factors.” In the piece, Steven provides his perspective on the state of today’s markets, including...Read More

We are proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a MarketWatch article by journalist Morey Stettner titled, “The rich already know how private equity mints money — and it’s not from a 401(k).” The article explores the White House’s recent executive order allowing retirement savers to access...Read More

We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a U.S. News & World Report article by journalist Kate Stalter, titled “10 Best Investments to Watch in 2025.” The article takes a timely look at where investors are turning in today’s complex market environment, with the S&P...Read More

We’re proud to share that our Senior Wealth Advisor, Christine Parisi, was featured in a recent article on Scary Mommy surrounding “Micro-Retirement” as the latest work-related trend, written by Beth Ann Mayer. In the article, Christine offers valuable insights on the emerging trend of “micro-retirements” which are intentional breaks from the workforce to rest, reset,...Read More

We’re thrilled to share that our Senior Wealth Advisor, Christine M. Parisi, was recently featured in a Yahoo Finance article (syndicated via GOBankingRates) by journalist G. Brian Davis, titled “5 Major Social Security Mistakes Boomers Can’t Stop Making.” In an insightful discussion about common mistakes retirees make with Social Security, Christine brought a powerful message to the...Read More