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...
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...
Wrapping Up 2024: Year-End Deadlines and Holiday Hours December 20th, 2024 As the holiday season approaches, we want to make sure you have everything you need to close out the year with confidence. Below are some dates and deadlines to keep in mind: Year-End Deadlines...
Festive Finances and Holiday Hours November 25th, 2024 With the holidays around the corner, many of us are looking forward to coming together with friends and family to enjoy the thrill of cherished traditions, whether it be ice skating, building snow men,...
Stay Vigilant: Protect Yourself from AI-Driven Scams This Holiday Season November 11th, 2024 Reminder: Be Wary of Modern Scams Busier than usual schedules and inboxes make the last quarter of the year a prime time for fraudsters to target individuals and families....
September Jobs Report Triggers Shift in Interest Rate Outlook October 7th, 2024 BACKDROP OF SEPTEMBER FEDERAL RESERVE MEETING After consecutive months of weaker jobs data, the Federal Reserve reduced its benchmark interest rate for the first time this interest rate...
