by newcente | Mar 20, 2025 | Blog, Firm Events, Mark J. Barry, Olga P. Okaty, Uncategorized, What's New
G2 Graduates: Building Leadership in Wealth Management March 20, 2025 Congratulations to Our Graduates! We are thrilled to announce that two of our esteemed team members, Olga Okaty and Mark Barry, have successfully graduated from the G2 Leadership Institute...
by newcente | Mar 12, 2025 | Uncategorized
Equity Market Note: Comments on Recent Volatility March 12, 2025 RECENT EQUITY MARKET PERFORMANCE Equity markets came into 2025 after posting back-to-back strong years of gains with the S&P 500 returning +26.29% in 2023 and +25.02% in 2024. Recent bouts of...
by newcente | Mar 4, 2025 | Blog, Courtney Summa, Laura Lopez, Tax Planning, What's New
2024 Tax Season Updates – March 2025 March 4, 2025 Tax Season Update – March 2025As tax season progresses, we want to remind our clients that we are here to assist with a smooth and efficient tax preparation process. Our goal is to ensure you receive your tax...
by newcente | Jan 22, 2025 | Blog, Financial Planning, In The News, Olga P. Okaty, What's New
Social Security Fairness Act: Key Updates for Public Pension Holders January 22nd, 2025 Dear Clients, On January 5, 2025, President Biden enacted the bipartisan Social Security Fairness Act (SSFA), repealing the following two provisions that previously reduced Social...
by newcente | Jan 8, 2025 | Equity Markets, Fixed Income Markets, In The News, What's New
National Day of Mourning: January 9, 2025 – Key Updates Client Notice: National Day of Mourning on Thursday, January 9th, 2025. On December 29, 2024, President Biden declared a National Day of Mourning and ordered the U.S. Federal Government to close on Thursday,...
