News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
October 01, 2026
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October is here, and as a Giants fan, I’ve already been reminded of one of the most important rules of financial planning: always have a backup plan. Apparently, that applies to quarterbacks too. With Jaxson Dart sidelined for the rest of the regular season, my football optimism has taken an early hit. Fortunately, I’ve learned over the years that both investing and being a Giants fan require patience, discipline…and occasionally a very strong sense of humor. As we head into the fourth quarter of 2026, it’s also a good time to make sure your financial game plan is where it needs to be before year-end. Enjoy the fall, have a Happy Halloween, and as always, give us a call if there’s anything we can help with. Go Giants…somebody has to say it!
Click link for our October Newsletter
https://www.broadridgeadvisor.com/pdfservice/223a00a0-bd8f-4ef0-9a8e-f9172ad1af12id=1106400.pdf
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
