November 17, 2023
Stocks Supported by Lower Inflation, Profit Growth, and Seasonal Pattern
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
November 16, 2023
We were happy to host some clients last night at Terra Vite Vineyard in Jamesport to kick off the holiday season. We collected a great number of toys that we'll be donating to Toys for Tots. Thank you to everyone who came out to enjoy an evening on the North Fork with us!
November 15, 2023
November Investment Perspectives
In this issue of Investment Perspectives, our Investment Strategy Group examines the odds of a recession within the next year, bond market sensitivity to supply, and seasonal market bias.
November 13, 2023
Slower Growth but Lower Inflation Supporting Current Stock Rally
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
November 01, 2023
Business Surveys Consistent With Further Growth and Lower Inflation
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
November 01, 2023
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
October 25, 2023
Healthy Economic Readings Resulting in Significant Upward Growth Revisions
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
October 19, 2023
Importance of Productivity
Our Investment Strategy Group discusses why productivity is critical for economic growth, including its impact on major sectors of the economy and the resulting investment implications.
October 17, 2023
Labor Market Strength Remains Consistent With Further Economic Growth
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
October 12, 2023
Interest Rates in Turmoil
Our Investment Strategy Group reviews the state of the fixed income market, the impact of rising interest rates and yields, and what long-term investors need to consider.
October 11, 2023
October Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses its current economic outlook, how interest rates provide signals regarding economic conditions, and why technical factors may increase equity exposure in October.
October 09, 2023
We're proud of our team members Gary and Craig, who had a great opportunity to attend the Forbes Top Advisor Summit this past week and had the chance to network with some of the nation's best financial advisors. Congrats again to Gary and Craig for their recognition on being a Forbes Top Advisor.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
October 02, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
The IRS has extended a provision allowing eligible participants to make pre- and after-tax retirement plan catch-up contributions in 2024 and 2025— regardless of their income level. Learn more.
September 28, 2023
Investment Implications of a Potential Government Shutdown
Our Investment Strategy Group discusses what investors need to know about a potential government shutdown.
September 26, 2023
The Simmons Point Group enjoyed an evening of team bonding and a trip to their namesake, Simmons Point located in South Jamesport, NY
September 25, 2023
Can You Benefit From a Qualified Personal Residence Trust?
A Qualified Personal Residence Trust (QPRT) is an estate planning tool that allows you to remove the value of your residence from your estate while retaining the right to occupy the residence for a period of time, often reducing tax exposure. Learn more:
