News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

December 10, 2024

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9 Considerations for 2024 Year-End Tax Planning

The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.

October 01, 2024

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Estate Planning for Procrastinators

While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.

September 03, 2024

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Using Life Insurance as a Retirement Planning Tool

Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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Noah Doyle & Charles Princiotto named to Forbes' 2018 Top 1,000 Next Generation Wealth Management Advisors List

We are pleased to announce that Noah Doyle and Charles Princiotto, Financial Advisors with Battery Park Financial Partners, have been named to Forbes’ 2018 list of America’s Top 1,000 Next-Generation Wealth Advisors. This prestigious recognition honors young, talented advisors who represent the future of the wealth management industry.

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October Investment Perspectives

We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.

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Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts

In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.