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
We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a MarketWatch article by journalist Lara Becker, titled “The most overlooked threat to retirement success? Here’s what 12 financial pros say is their No. 1 piece of retirement advice.” In a roundup of top financial professionals, Steven emphasized...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
Planning for retirement can be an exciting milestone. It’s your chance to turn years of hard work into a future filled with freedom, relaxation, and new adventures. But with so much information about retirement planning, it’s easy to feel unsure about where to start. What are the first steps of retirement planning? It all begins with...Read More
A 403(b) retirement plan is a valuable savings option designed for employees of public schools, nonprofit organizations, and certain religious institutions. Understanding what is a 403(b) and how it works can help individuals in these sectors make informed decisions about their retirement savings. While similar to a 401(k), a 403(b) is specifically tailored for those in...Read More
