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NY Free Tuition – Facts and Myths

NY Free Tuition –  Facts and Myths   On April 9th New York State became the first state to adopt a free tuition program for public schools.  The program was named the “Excelsior Scholarship” and it will take effect the 2017 – 2018 school year.  ... read more

Changes to 2016 Tax Filing Deadlines

Changes to 2016 Tax Filing Deadlines In 2015, a bill was passed that changed tax filing deadlines for certain IRS forms that will impact a lot of filers.  Not only is it important to know the changes so you can prepare and file your return timely but to understand why... read more

A New Year: Should I Make Changes To My Retirement Account?

A New Year:  Should I Make Changes To My Retirement Account? A simple and easy answer to this question would be…..Maybe?  Not only would that answer make this article extremely short, it wouldn’t explain some important items that participants should take into... read more

Where Are We In The Market Cycle?

Where Are We In The Market Cycle? Before you can determine where you are going, you first have to know where you are now.  Seems like a simple concept.  A similar approach is taken when we are developing the investment strategy for our client portfolios.  The question... read more

Traditional vs. Roth IRA’s: Differences, Pros, and Cons

Traditional vs. Roth IRA’s:  Differences, Pros, and Cons  Individual Retirement Accounts (IRA’s) are one of the most popular retirement vehicles available for savers and the purpose of this article is to give a general idea of how IRA’s work, explain the differences... read more

Market Alert – UK Votes To Exit EU

Market Alert – UK Votes To Exit EU We have been working through the night to monitor the UK exit vote in Europe and wanted to get this information out as soon as possible. Today is a historic day.  Last night the UK voted whether or not to leave the European... read more

Are We At A Tipping Point In The Stock Market?

Are We At A Tipping Point In The Stock Market? – 1st Quarter 2016 Volatility is back in a big way.  The last nine months have tested the patience of investors with the S&P 500 Index staging not one but two 10%+ corrections since August of 2015.   See the one... read more

What is a Bond?

What is a Bond? A bond is a form of debt in which an investor serves as the lender.  Think of a bond as a type of loan that a company or government would obtain from a bank but in this case the investor is serving as the bank.  The issuer of the bond is typically... read more