In the recent article “Fidelity flags the income trap blocking your Roth IRA,” journalist Damilola Esebame explores how rising income levels can unexpectedly disqualify savers from contributing directly to a Roth IRA. While increased earnings are often a positive sign financially, the article explains how IRS income phaseout limits can create challenges for retirement savers,...Read More
The recent article, “Private Credit’s Rude Awakening Gives Bond Funds A New Edge,” by journalists Michael MacKenzie, Silla Brush, and Tasos Vossos, explores how growing concerns within the private credit market are causing many investors to reconsider the role of traditional bond funds. Featured in Bloomberg and FA Magazine, the piece highlights how liquidity challenges,...Read More
The U.S. World News and Report article, “How the New Roth Catch-up Rule Changes Retirement Saving for High Earners” by journalist Dawn Papandrea, explores an important shift in retirement planning that takes effect in 2026. Under the new rule, individuals age 50 and older earning more than $150,000 will be required to make their 401(k)...Read More
A concentrated stock position often begins as a success story. Over time, though, what once felt like a strength can quietly become a source of risk. Please join us on Thursday, April 23, at 11 a.m. EST, for a live, educational webinar designed to help you step back, evaluate your position, and think more strategically...Read More
In a recent article, “3 Ways to Get College Financial Student Loan Aid From the Government,” journalist Brian O’Connell explores how families can navigate rising college costs with the help of government-backed aid. The piece was featured in NTD News, and highlights three key pathways: completing the FAFSA to access federal, state, and institutional aid,...Read More
We’re excited to announce our participation in Flexible Arena’s Puck Partners program. Located in Hauppauge, New York, the Flexible Arena is an outdoor rink located behind Flexible IT, our trusted technology partner. Over the years, their team has helped support our own technology infrastructure, so it’s especially meaningful for us to support a program they’ve...Read More
What does it really cost to invest in cryptocurrency? In the article “The Real Cost of Investing in Crypto: Fees, Taxes and Hidden Charges Most People Don’t Know About” by journalist David Nadelle, featured in GoBankingRates and Yahoo Finance, the focus shifts beyond price swings and headlines to examine the expenses that can erode returns....Read More
What does it truly take to retire early, especially when your savings may need to last 40 to 50 years? The article “Retiring Early? These Smart Money Moves Can Make Your Savings Last Decades” by journalist Gabrielle Olya, published in GoBankingRates and Yahoo Finance, explores key strategies financial planners recommend. From building assets outside traditional retirement...Read More
We’re proud to share that our Chief Investment Officer & CEO, Steven Rogé, has been named a 2026 Five Star Wealth Manager, an honor recognizing exceptional wealth managers in the Greater Boston area. The Five Star Wealth Manager award is not a popularity contest or a simple nomination. It is based on an in-depth...Read More
