What is Direct Indexing?
February 24, 2023
There’s a newly revived concept sweeping across the financial services industry, and you may have heard of it. It’s called Direct Indexing. I say it’s
Category: Income & Tax
Changes in the Teaching Profession: Financial Considerations
September 23, 2022
Everyone knows that teachers are one of the keys to our future, but is anyone looking out for their future? Teaching can be a rewarding
Is the U.S. Economy in a Recession?
August 5, 2022
In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48%
Navigating the NYS Teacher Retirement System
January 14, 2022
This article originally appeared on Syracuse.com on August 1st, 2019. Click here for the original article. In the late summer as teachers across the country
Life Changes that Necessitate Financial Planning
January 5, 2022
When significant changes occur in your lifetime, it’s a good idea to revisit (or start) your financial plan for the future. Partnering with a financial
Financial Adulting: The Millennial’s Guide
December 13, 2021
Almost in the blink of an eye – you transition from walking across the graduation stage into your first real job, move into your first
Five Strategies for Tax-Efficient Investing
March 10, 2021
Tax-efficient investing can be achieved in variety of ways. For example, you may be able to use losses within your investment portfolio to help offset
How the Political Environment Can Create Market Volatility and Affect Investments
January 19, 2021
It’s no secret that political events can affect markets and prices. Unlike other unpredictable events, like natural disasters, wars, and inclement weather, political goings-on are
Budgeting for Baby
November 20, 2020
Starting a family is truly one of life’s most fulfilling experiences. Unfortunately, it can also be among the most expensive. Many parents could spend more
Distributions and Rollovers: What You Need to Know About Roth 401(k)s
October 22, 2020
The Roth 401(k) shares features of both the Roth IRA and regular 401(k) plans. Perhaps the biggest difference between regular 401(k) plans and Roth 401(k)s