Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, June 20, 2024

A 529 plan is a college savings plan that allows individuals to save for college on a tax-advantaged basis. But what else can you spend that money on?

Tuesday, November 28, 2023

How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast closing, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.

Friday, November 17, 2023

IRS Releases 2024 Tax Brackets, Retirement Contribution Limits. See the updates ⬇️

Tuesday, November 14, 2023

Embarking on an RV adventure is like tapping into a timeless human instinct—the desire to explore. To kickstart your safety-conscious mindset, let's delve into some expert recommendations⬇️

Monday, October 16, 2023

The Social Security Administration has announced a 3.2% Cost of Living Adjustment (COLA) for 2024. This adjustment means the average Social Security retiree beneficiary will see their monthly check increase by about $57.

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Tuesday, October 3, 2023

It’s with pleasure that WizdomOne announces Dolores Cogliano has joined our team as our Director of Medicare Planning to help you and your loved ones navigate the complexities of Medicare health plans!

Monday, September 11, 2023

Last week, Saudi Arabia and Russia announced they would extend their oil production cuts to the end of the year. The announcement sent oil prices higher on supply shortage worries in the coming winter months. More weekly market updates ⬇️

Thursday, September 7, 2023

Designed to give businesses extra coverage for those costs that exceed policy limits, an umbrella policy can be a saving grace for businesses hit with a claim that results in legal costs, medical bills, damage to others’ property, and more!

Tuesday, August 29, 2023

In some states, hiring just one employee, even a part-time worker, means you must purchase a workers’ compensation policy.  Learn more about workers' comp ⬇️ or reach out to our team with questions via DM or

Monday, August 21, 2023

📚🎒🚌It's projected the average household will spend around $890 on back to school shopping for the 2023-2024 school year. 📣Sound off below: does that seem 😯too high, 💸too low, or 👍about right?

Thursday, August 17, 2023

We love water as long as it stays where it’s supposed to be. But that life-giving, cleansing force can be powerful and destructive despite our best efforts to tame or contain it.

Monday, July 24, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. 

Monday, July 17, 2023

Inflation continued its downward trend last month, falling at its slowest pace in over two years. More market insights to start your week here⬇️

Tuesday, May 30, 2023

Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with enthusiasm

Monday, May 8, 2023

Amid concerns in the regional bank sector and tightening credit conditions, the Fed elected to increase interest rates by 0.25%, citing elevated inflation and robust job gains. Investors were more focused, however, on what the Fed signaled.

Monday, April 24, 2023

Two housing reports reflected ongoing fragility in the housing market and fed prevailing economic slowdown worries. Sales of new homes fell 0.8% in March, dragged down by a 5.2% slide in new multi-family home construction.

Friday, April 21, 2023

A recent survey reported that 68% of parents had made financial sacrifices to support their adult children. It's often a difficult decision that can stress relationships, impact retirement strategies, and harm overall financial wellness.

Monday, April 17, 2023

The Consumer Price Index (CPI) rose a very modest 0.1% in March, while the year-over-year increase in consumer prices was 5%, down from February’s 12-month rise of 6%. Declines aided the March report in groceries, gasoline & medical care.

Monday, April 3, 2023

Market insights, CPI news, tax tips, and more in this week's market insights

Monday, March 27, 2023

Last week Fed officials were placed in the difficult position of balancing the banking system's opposing risks of still-high inflation and stressors. The Committee had considered leaving rates unchanged but unanimously voted to raise rates.

Tuesday, March 14, 2023

2022's rapid rise in interest rates appears to be a stressor on the banking system. The Federal Deposit Insurance Corporation (FDIC), in recent days, took control of both Silicon Valley Bank (SVB) and Signature Bank (SB).

Monday, March 6, 2023

A late-week surge, triggered by reassuring Fed-speak, propelled stocks higher last week.

Monday, February 27, 2023

Start your week with key market insights, tax tips, and healthy living advice 🔽🔽

Thursday, February 16, 2023

As individuals take on side hustles to generate more income or out of a desire to operate their own businesses, they also take on risks. If you have a side hustle, you need to insure yourself accordingly.  

Monday, February 13, 2023

The Dow Jones Industrial Average slipped 0.17%, while the Standard & Poor’s 500 declined 1.11%. The Nasdaq Composite index lost 2.41%. The MSCI EAFE index, which tracks developed overseas stock markets, dipped 0.30%.

Tuesday, January 31, 2023

Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. The Dow gained 1.81%, while the S&P 500 added 2.47%. The Nasdaq Composite index rose 4.32% for the week.

Friday, January 27, 2023

January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security. Here are a few best practices to adopt or continue:

Monday, January 23, 2023

Stocks showed mixed results last week as recession fears resurfaced. The Dow Jones Industrial Average skidded 2.70%, while the Standard & Poor’s 500 declined 0.66%.

Friday, January 13, 2023

A new year did little to change the market’s overall tenor as trading remained choppy. The first two trading sessions of a holiday-shortened week saw major averages swing wildly between gains and losses

Monday, December 19, 2022

Stocks began the week on a positive note, supported by a cooler-than-expected Consumer Price Index (CPI) report. Stocks reversed direction mid-week, however, following the 0.5% rate hike.

Monday, December 12, 2022

Weekly Market Insights: Business-related travel deduction tips, Producer Price Index News, and a look at the stock market to start your Monday

Monday, December 5, 2022

Last week in the stock market and what's coming ahead. Plus, tax and wellness tips to help you start your week strong.

Monday, November 28, 2022

In light holiday-week trading, stocks rallied as investors grew more hopeful of a slowdown in a future rate hike. Plus tax tips and healthy living advice along with more market insights.

Monday, November 21, 2022

After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. IRA contribution limits are up $500 in 2023 to $6,500.

Tuesday, November 15, 2022

While it's a bit early to know the answer, it was great to see that inflation rose at a slower-than-expected rate in October.

Monday, November 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s 500 added 5.90%. The Nasdaq Composite index rose 8.10%

Friday, November 4, 2022

The results of elections almost always influence the economy, whether that be an immediate reaction from Wall Street or a long-term reaction due to policy changes. Midterm elections, in particular, can shake things up.

Monday, October 24, 2022

You may have heard the expression, “You can talk yourself into just about anything.” If that’s true, corporate America better watch out.

Friday, October 21, 2022

Friday Recap: Tax tips, healthy living advice, and market insights Read more:

Monday, October 17, 2022

The JOLTS report tells the Fed how many job openings there are each month. It also shows how many people were hired, quit, or were laid off.

Friday, October 14, 2022

A powerful two-day stock rebound cemented a positive week for investors as a new trading month began. More weekly insights, healthy living tips, and more:

Monday, October 10, 2022

This year saw five interest rate increases in seven months — making it the quickest tightening cycle in modern history.

Friday, October 7, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.

Monday, October 3, 2022

Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain. After the September Fed meeting, Powell said interest rates may be heading higher for longer than expected.

Friday, September 30, 2022

Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.

Friday, September 23, 2022

Did you know September is National Preparedness Month? This event promoted by FEMA guides Americans in ensuring their families and communities are ready in case of natural disasters or other emergencies.

Monday, September 19, 2022

Looking for news on the Consumer Price Index and inflation? Consumer prices ticked slightly lower in August but not as much as what Wall Street wanted.

Friday, September 16, 2022

We've got news on the stock market, an update from the Federal Reserve, Tax Tips, and a healthy brussels sprouts salad recipe to round out your week!

Monday, September 12, 2022

September is Life Insurance Awareness Month. If you haven’t reviewed your insurance profile in a while, you may be surprised that what made sense in the past no longer fits your life.

Friday, September 9, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.

Tuesday, September 6, 2022

In Case You Missed It: The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. Here are some FAQ's answered.

Friday, September 2, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%.

Monday, August 29, 2022

Does waiting 30 days for a government report seem a bit unreasonable? After all, we live in a world of instant messages and real-time quotes.

Tuesday, August 23, 2022

What does it mean to work with a fiduciary?Customized solutionsPersonalized ServiceDedicated support for you.

Monday, August 22, 2022

Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.

Friday, August 19, 2022

An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.

Tuesday, August 16, 2022

Have you ever heard the expression, "What's the smart money doing?"

Monday, August 8, 2022

In the financial world, some weeks are more important than others, and we just lived through a big one. Let's unpack each of the four key stats:

Friday, August 5, 2022

The U.S. economy shrank at an annualized rate of 0.9% in the second quarter as consumers pulled back on spending and businesses worked to reduce inventories. More Market Insights:

Monday, August 1, 2022

August is here, but that doesn't mean an end to summer! It's just heating up on Long Island! Here are some business books to escape into in the last few weeks of summer:

Friday, July 29, 2022

Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.

Monday, July 25, 2022

Stop me if you heard this already—roughly half the population wasn’t alive last time inflation was at this level.

Monday, July 11, 2022

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold.

Friday, July 8, 2022

Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns. The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%.

Friday, July 1, 2022

Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns.

Monday, June 27, 2022

At the risk of slowing economic growth, the Fed has driven short-term rates higher to rein in inflation. But it’s a tricky proposition.Raise rates too much, and you may trigger a recession. Don’t raise rates enough, and you...

Tuesday, June 21, 2022

Workforces have changed. Today, consultants are commonly found in strategic roles across businesses. The evolution began long before the pandemic. Decades ago, management consultants began to stake out functions where they could step...

Friday, June 17, 2022

A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week.

Monday, June 13, 2022

Standard homeowners insurance doesn't cover everything, especially when it comes to renovations. Do you know your #risk?

Friday, June 10, 2022

Stocks experienced wild swings last week, in part, due to ongoing uncertainty over economic health and the path of inflation. See more market insights from the past week:

Thursday, June 9, 2022

5 questions to ask before you start demo on your next home renovation project because your current home insurance policy might not be enough!

Monday, June 6, 2022

Electricians are exposed to significant and often unique hazards when providing services related to the electrical systems in home, business and industrial settings. Do you have proper business insurance to protect you?

Friday, June 3, 2022

Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers. See more market insights:

Tuesday, May 31, 2022

Rare collectibles can provide an entertaining form of alternative “investment,” and might seem particularly intriguing when markets are wobblier than Aunt Gertrude’s jello salad.

Monday, May 23, 2022

Lately, the "Great Resignation" has led many Americans to leave their jobs for other opportunities, while others have chosen a different path: early retirement. We can all understand looking for a more suitable place of work, but some might

Friday, May 20, 2022

Another volatile week! The Dow Jones Industrial Average dropped 2.14%, while the Standard & Poor’s 500 lost 2.41%. The Nasdaq Composite index fell 2.80% for the week. See more market insights:

Monday, May 16, 2022

May is a month to celebrate the older Americans in our country and honor their lives and the accomplishments they still have ahead of them. This year's theme is "Age My Way."

Friday, May 13, 2022

With the Fed in focus, the markets experienced wide price swings over the course of last week, as technology companies led the market lower. See more market insights from this week:

Monday, May 9, 2022

Building the home of your dreams requires you to think about insurance. Homeowners insure their homes with a homeowners policy—but what about the home that is still under construction?

Friday, May 6, 2022

On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April.

Monday, May 2, 2022

Boats, jet skis, and other watercraft are significant investments, and protecting those investments is important.

Friday, April 29, 2022

This week's marketing insights: Hawkish comments from Fed Chair Jerome Powell overshadowed many largely positive earnings results, sending stocks lower for the week.

Thursday, April 28, 2022

Monday, April 25, 2022

Ransomware attacks are among the latest, costly means by which hundreds of organizations and tens of thousands of computers have been infected throughout the world.  

Friday, April 22, 2022

Stocks posted losses in a holiday-shortened trading week as the first-quarter earnings season kicked off and investors digested new inflation data. The Dow Jones Industrial Average declined 0.78%, while the Standard & Poor’s 500 fell 2.13%

Monday, April 18, 2022

Friday, April 15, 2022

Monday, April 11, 2022

Depending on where you live, you may not be legally required by the state to carry boat insurance for a non-motorized boat, but that is not the only reason to insure your boat.

Sunday, April 10, 2022

Friday, April 8, 2022

Stocks spent last week digesting the sharp gains of previous weeks as investors assessed a tightening yield curve, the war in Ukraine, and an uncertain outlook for economic growth and inflation.

Monday, April 4, 2022

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect.

Friday, April 1, 2022

Monday, March 28, 2022

You may have heard that both Amazon and Alphabet recently announced stock splits. But what you may have missed is the subplot to the unfolding story.

Friday, March 25, 2022

Monday, March 21, 2022

The Federal Reserve recently announced that for the first time in three years, it would increase short-term interest rates by a quarter of a percentage point. In addition, the Fed has stated that it would like to see short-term interest rat

Friday, March 18, 2022

Thursday, March 17, 2022

Monday, March 14, 2022

The latest Consumer Price Index (CPI) report was recently released and confirmed what economists anticipated: consumer inflation has risen 7.9% over the past year, the largest spike since 1982— none of which is a surprise for anyone who has

Friday, March 11, 2022

War in Ukraine weighed on stocks as investors assessed the economic impact of continued hostilities, expanding economic sanctions, and potentially higher inflation due to rising oil prices and new stresses on the global supply chain.

Monday, March 7, 2022

Friday, March 4, 2022

Monday, February 28, 2022

Monday, February 28, 2022

Friday, February 25, 2022

Monday, February 21, 2022

Friday, February 18, 2022

A hot inflation print and the growing concern of a Russian invasion of Ukraine sent stocks tumbling late in the week, leaving major indices lower for the five-trading days. The Dow Jones Industrial Average skidded 1.00%, while the...

Monday, February 14, 2022

Monday, February 14, 2022

Friday, February 11, 2022

Monday, February 7, 2022

Friday, February 4, 2022

Monday, January 31, 2022

Monday, January 31, 2022

Monday, January 31, 2022

Friday, January 28, 2022

Monday, January 24, 2022

Monday, January 17, 2022

Thursday, January 13, 2022

Monday, January 10, 2022

Monday, January 3, 2022

Monday, December 20, 2021

Monday, December 13, 2021

Monday, December 6, 2021

Monday, November 29, 2021

The holiday season is often a quiet, positive time for the financial markets. The phrase “Santa Claus Rally” was coined in the early 1970s to reflect the stock market’s upward bias during the November-January stretch...

Monday, November 22, 2021

At the White House on Monday, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.1Over those five years, $550 billion will be invested into...

Sunday, November 21, 2021

You see it in prices at the grocery store and the gas station. You feel it in your monthly budget. So why don’t the financial markets seem too concerned about inflation?Remember, financial markets are considered...

Monday, November 15, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...

Friday, November 12, 2021

We are excited to announce our WizdomOne family of companies has moved! We look forward to the future of our company as we grow across Long Island and continue to focus on bringing financial wizdom to business owners and entrepreneurs...

Monday, November 8, 2021

CNBC’s Mad Money host Jim Cramer created the popular FAANG acronym to denote some of the largest, most powerful companies in the world: Facebook, Amazon, Apple, Netflix, and Google. Recently, changes in those companies are...

Monday, November 1, 2021

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes.One of the proposals would reduce the estate tax exemption to...

Friday, October 22, 2021

While the world has begun to recover from the economic disruption of the COVID-19 pandemic, the delayed reaction has been felt in the supply chain. Industrial shutdowns around the world slowed production to a relative crawl, leaving...

Monday, October 18, 2021

Protecting your business with insurance is essential. It starts with understanding what each type of business insurance covers. Business income coverage and business interruption insurance are terms often used interchangeably –...

Thursday, October 14, 2021

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...

Tuesday, October 5, 2021

How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.Have you switched...

Monday, September 27, 2021

A funny thing happened in the investment markets the other day. September was living up to its reputation as a volatile month, but then the Federal Reserve came to the rescue.The Fed concluded its Federal Open Market Committee meeting...

Thursday, September 23, 2021

Monday, September 20, 2021

Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example.In 2019, 55% of those with HSAs...

Wednesday, September 15, 2021

Always be diligent and take the right precautions to protect your digital data and thwart cyber attacks. Strong passwords are crucial. Use a strong password generator and password manager to help keep your information safe.

Sunday, September 12, 2021

Thursday, September 9, 2021

If you work in a shared office space, it is essential to ensure you are protected against specific risks. If your business operates out of a coworking space, a commercial property insurance policy brings added protections. The office...

Tuesday, September 7, 2021

The most recent stats on corporate dividends suggest that global companies are bullish on the world’s economic recovery.Dividends paid to investors are on track to hit $1.4 trillion this year and are expected to stretch even...

Friday, September 3, 2021

Friday, September 3, 2021

Wednesday, September 1, 2021

Monday, August 30, 2021

Monday, August 30, 2021

The airline industry plotted a course for recovery in 2021, but recent difficulties may have put that plan into a holding pattern.While major airlines checked in with improving financial results for the second quarter, both they and...

Monday, August 16, 2021

One of the most anticipated events and loved film series is Star Wars! From those who fondly remember seeing that massive star destroyer fill the theater screen for the first time in 1977, to those who’ve only watched the later...

Monday, August 16, 2021

You already have business insurance, but have you overlooked a situation that could put your business at risk? We offer a list of the most overlooked types of business insurance, as well as a brief explanation of each type. Employment...

Friday, August 6, 2021

The 2020 Tokyo Olympics wrap up with closing ceremonies on August 8, and it’s been an Olympic games like no other. We’ve watched the world’s finest athletes go for the gold. Which leads many to wonder: what exactly...

Saturday, July 31, 2021

It’s long been an aspirational target for entrepreneurs. It literally goes beyond “blue sky,” in terms of location, to a place no business has gone before: Outer Space! Longtime space enthusiast and entrepreneur...

Monday, July 26, 2021

The real rate of return is an important personal finance concept to understand.It’s the rate of return on your investments after inflation. The real rate of return indicates whether you are gaining or losing purchasing power...

Monday, July 12, 2021

Summertime rouses our desire to hit the road (or the airport) and travel. Here are a few things you’ll want to consider before you take off.Employment Issues for Airlines: Airlines have canceled hundreds of flights due to...

Sunday, June 20, 2021

As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8%...

Thursday, May 20, 2021

Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.”The most recent reading on consumer prices put inflation back into the conversation. The...

Thursday, May 20, 2021

Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. Male-dominated industries, like construction and finance, were typically...

Monday, May 10, 2021

What does it mean when two of the most powerful voices in American financial life seem to be saying two different things?In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s...

Wednesday, April 28, 2021

Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies, you’re probably aware that these blockchain codes are...

Saturday, April 3, 2021

Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year.According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and...

Monday, February 22, 2021

The acronym “SPAC” is showing up more often these days because there is some big money behind the revitalized investment approach.SPAC stands for Special Purpose Acquisition Company, and they are sometimes referred to as...

Tuesday, February 9, 2021

What's your "go-to" source for financial information?"Family and friends" is the #1 answer given in the annual Retirement Confidence Survey. But a close second is search engines and other online tools, including online forums like the...

Monday, January 18, 2021

As election season draws to a close, it's a great time to review what type of legislative support would be needed to pass certain policy proposals that may come forward from the Biden Administration.It's important to remember that...

Wednesday, January 6, 2021

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees...

Monday, December 14, 2020

The start of the holiday shopping season can provide important clues about the economy's state and, more importantly, overall consumer confidence. So far, the results have been a “mixed bag” with empty malls and busy...

Wednesday, October 14, 2020

It’s a startling statistic. 45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1 Second-guessing your investment strategy is...

Wednesday, October 14, 2020

Applications for the Free Application for Federal Student Aid (FAFSA) are now open for the academic year 2021-22. Applying for the FAFSA allows you to qualify for grants, scholarships, and other federally-sourced aid, such as...

Thursday, September 17, 2020

A growing number of businesses are suing their insurers after being denied business interruption insurance claims that were filed because of the Covid-19 pandemic. But will they be successful? (Producer, Andrew Satter; Executive...

Friday, August 21, 2020

Whether you are taking a vacation road trip or commuting from home to work and back, it is smart to plan your route. Careful planning can help you minimize fuel costs and driving time and maximize enjoyment, safety, and efficiency....

Friday, August 14, 2020

Any business, large or small, may need key person (key man) insurance. If you are starting with a small business, your focus is likely to be on pressing matters, such as getting your product or service out, hiring the right people,...

Wednesday, August 12, 2020

How entangled should your personal and business finances be? For many small-business owners, the line is blurry, which can put them in a precarious situation when things go south. Here, WSJ's personal finance team answers some common...

Thursday, August 6, 2020

One of my favorite Wall Street quotes is from Mark Twain, who said:“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June,...

Thursday, August 6, 2020

Most states in the U.S. require all employers to carry workers’ compensation insurance to cover employees in case of work-related injuries. What if a worker is injured in an accident that occurs at a location other than the job...

Sunday, August 2, 2020

In the mountains, minds wander and become inspired. It's amazing how many parallels there are between climbing mountains and your work life! See these 10 lessons climbing mountains has taught about running a business. LESSON 1: Have a...

Wednesday, July 22, 2020

Coronavirus Vaccine Tracker Researchers around the world are developing more than 165 vaccines against the coronavirus, and 27 vaccines are in human trials. Vaccines typically require years of research and testing before reaching the...

Tuesday, July 21, 2020

Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an investment professional. This new set of rules is called “Regulation Best...

Thursday, July 9, 2020

With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act.More than $3 trillion in stimulus has been pushed into the economy since...

Wednesday, July 8, 2020

Any business needs general liability insurance. Contractors, subcontractors, and independent tradesmen need this type of coverage, not only to protect their business, but often as a requirement for the job. Trades that need...

Wednesday, July 8, 2020

Botched Tests, Stimulus Checks for Dead People Mar U.S. Virus Response The federal government’s quick action to issue stimulus payments in the wake of the coronavirus crisis led to more than a billion dollars of fraudulent...

Wednesday, July 1, 2020

Tracking The Pandemic: Are Coronavirus Cases Rising Or Falling In Your State? More than 2 million people in the U.S. have tested positive for the coronavirus and more than 120,000 have died. Though growth in new cases slowed in late...

Tuesday, June 30, 2020

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger...

Tuesday, June 30, 2020

It's the Hottest Thing in Life Insurance. Are Buyers Aware of the Risks? Sales of a life-insurance policy tied to the longest bull market in U.S. history are soaring. Regulators worry that buyers are unprepared for a crash. Indexed...

Monday, June 8, 2020

Americans are getting a burger and haircut but NOT dinner and a movie! As states begin to reopen certain industries are on the rise, and others are unfortunately on a slippery downward slope. With 40 million unemployed, will more...

Wednesday, May 20, 2020

The tool below from NY State will help you determine whether or not your business is eligible to reopen, and the public health and safety standards with which your business must comply. As we know Businesses in each region will be able...

Wednesday, April 29, 2020

A great comprehensive overview from the blog of Bill Gates. Pandemic I: The First Modern Pandemic Read Full Article Here

Wednesday, April 29, 2020

The Coronavirus Bear and Its Place in History Helping investors better understand bear markets, corrections and crashes The pace with which the Coronavirus bear toppled the longest-running bull market in history was startling. The Dow...

Monday, April 13, 2020

Is Another U.S.-Wide Housing Slump Coming ? Full Bloomberg Article Can Be Found Here

Friday, April 10, 2020

Did you know you can now file an unemployment insurance claim on New York State Department of Labor's website AS A SELF EMPLOYED INDIVIDUAL?! Here is how! See links below. Self Employed UI Guide PUA and UI Flow Chart Pandemic and...

Wednesday, April 8, 2020


Tuesday, April 7, 2020

Three economists — Òscar Jordà, Sanjay R. Singh and Alan Taylor — talk about the threat COVID-19 could pose to fixed-income investors in a new working paper published on the National Bureau of Economic...

Tuesday, April 7, 2020

A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services...

Thursday, April 2, 2020

This is an uncertain time and many small businesses are experiencing financial concern and hardship. Relief programs are available for small business owners. Please click below for a collection of resources. CLICK HERE FOR FULL ARTICLE

Thursday, April 2, 2020

Confused about the Families First Coronavirus Response Ace ( FFCRA ) ? Sometimes all you need is a flow chart. CLICK HERE TO VIEW CHART

Thursday, April 2, 2020

The wealth management industry is transforming at a pace that many in the business may be underestimating at their own peril, particularly given that the growth of exchange-trade funds has commoditized the investment process and also...

Tuesday, March 31, 2020

HSA Contribution Deadline Extended to July 15 The federal income tax return filing deadline has been postponed from April 15, 2020 to July 15, 2020. This extension follows Notice 2020-18, in which the Treasury Department and the...

Thursday, March 26, 2020

While federal, state and local officials, along with private and non-profit sector, have pledged to make many resources easily available to help small businesses in need of either immediate or long-term assistance, the scope of options...

Thursday, March 26, 2020

Curated from over 2,000 questions submitted by employers from a great resource ThinkHR and Mammoth. COVID-19 Employer FAQ

Thursday, March 26, 2020

Under legislation signed by Governor Cuomo, New York workers are guaranteed job protection and financialcompensation while they are on a mandatory or precautionary quarantine order due to COVID-19.

Tuesday, March 24, 2020

Guidance to New York State Regulated and Exempt Mortgage Servicers Regarding Support for Borrowers Impacted by the Novel Coronavirus (COVID-19) To: The Chief Executive Officers or the Equivalents of New York State Regulated and Exempt...

Tuesday, March 24, 2020

New York State has partnered with Stony Brook University to begin drive-through testing for the Coronavirus at Stony Brook Universities South P Lot off Stony Brook Road. Residents can make advance appointments by calling 888-364-3065....

Tuesday, March 24, 2020

Federal Disaster Loans for Businesses, Private Nonprofits, Homeowners, and Renters

Monday, March 23, 2020

In a swift response to the COVID-19 crisis, the state of New York enacted a new law on March 18, 2020 that requires most employers to provide Paid Sick Leave (PSL) of one to two weeks, depending on employer size and income, to...

Saturday, March 21, 2020

Finally, a financial planning guide with helpful information you need in one place. Here’s what you need to know. Financial Planning If you want to know the latest rates for your major financial planning needs, here is a helpful...

Wednesday, March 4, 2020

Beginning July 1, 2020, Oxford will require all New York members who have a fully insured small (1-100) or large group (101+) medical benefits plan and are enrolled in Medicare Part A as their primary insurance must enroll in a...

Thursday, February 13, 2020

As a Certified Financial Fiduciary®, one must agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. These standards have been set forth in the...

Tuesday, September 17, 2019

New York Passes Best Interest Regs for Life Insurance .... FINALLY Read More Here

Wednesday, September 11, 2019

(Forbes) The global volume of debt carrying negative yields now stands at $17 trillion. Under the circumstances, it hardly qualifies as a bold prediction that bond investors will incur substantial losses at some point down the road....

Wednesday, August 14, 2019

There is some $15 trillion in government debt that now yields less than zero, and former Federal Reserve Chairman Alan Greenspan believes there’s no reason why U.S. government bond yields couldn’t join much of the developed...

Monday, May 20, 2019

As the market for initial public offerings, or IPOs, seems to be heating up, the attached article from Morningstar is a great contrarian-minded, valuation-driven, and fundamentally-rooted perspective. Buy That Hot IPO Stock? Not Us, Thanks

Monday, May 20, 2019

Great article about the interview Mark Cuban gave to Cheddar. Full Article Here

Friday, May 3, 2019

Who you are and why you do what you do is far more important to your message than what you do or how you do it. Full Article Here

Friday, May 3, 2019

Lessons one advisor learned from Harvard Business School. Read Entire Article Here

Monday, March 25, 2019

The ETF Fee War Is No Laughing Matter. The relentless cost-cutting by issuers may appear self-defeating, but there’s a logical endgame. Full Article

Thursday, March 14, 2019

DFS Urges New Yorkers to Carefully Review Their Policies and All Information Provided by Their Insurer. Click Here to Read the Press Release ACTING DFS SUPERINTENDENT LACEWELL ISSUES CONSUMER ALERT REGARDING UNIVERSAL LIFE INSURANCE...

Wednesday, March 13, 2019

A very different outlook on saving for retirement. Full Article

Saturday, March 9, 2019

Captive advisors essentially serve as “product advocates” for the firm, limited to the technology, products and platform approved by their firms. Whereas independent advisors serve as “client advocates,” with...

Thursday, February 28, 2019

Harvard's Feldstein Says Debt To Reach 100% Of GDP By End Of Decade Harvard University George F. Baker Professor of Economics Marty Feldstein discusses the U.S. debt and deficit

Friday, February 8, 2019

Lawmakers look to make student loan benefits tax-free ! Read More Here.

Tuesday, January 22, 2019

Regardless of which approach you take, health care will increasingly need to play a role in your advising strategy in 2019 and beyond.

Saturday, January 19, 2019

IRS Publishes Final Guidance On The 20% Pass-Through Deduction: Putting It All Together

Saturday, January 12, 2019

Traditional U.S. business organizational structures reflect a belief that making a profit and having a positive impact are competing or even mutually exclusive goals. Historically, incorporated entities have been forced to choose one...

Thursday, January 10, 2019

4th Quarter Heartbreak for Many DB Plan Sponsors

Friday, October 5, 2018

Monday, September 10, 2018

Ten years on, are we in danger of repeating the sins of the past? https://www.wealthmanagement...

Tuesday, September 4, 2018

If it were easier for small businesses to band together to offer sponsored retirement plans, would more workers begin saving?

Sunday, August 19, 2018

Florida Isn't the Best Place to Retire (It's Actually #8)

Sunday, August 19, 2018

The financial state of Social Security is worse than the government says it is, according to the Wharton School of Business at the University of Pennsylvania. https://www.fa-mag...

Tuesday, August 7, 2018

The House of Representatives passed two pieces of legislation that, among other things, purport to improve and “modernize” health savings accounts (“HSAs”). More Details Here

Thursday, July 5, 2018

You can be old at 30 or young at 90 - it’s all up to you. Read More to Decide

Thursday, June 28, 2018

With much anticipation, the Department of Labor released the Final Rules for Association Health Plans (“AHPs”) last week. These rules have been expected since President Trump issued Executive Order 1381, on October 12, 2017...

Monday, June 18, 2018

Great article. "My heart is heavy after hearing that Anthony Bourdain, a man that inspired so many of us to eat better, travel well, and, in general, live life on our own terms, has left us. His impact resonates with millions of people...

Friday, June 15, 2018

Do You Sometimes Feel Like You Are Working With the Wrong Financial Advisor ? You are not alone. Click Here to Read More

Wednesday, June 6, 2018

Most 401(k) Participants Now Buy Only One Fund—But They're Better Diversified Than Ever ? Click Here

Wednesday, June 6, 2018

Surprise! The IRS Objects to Tax-Saving Measures.

Tuesday, June 5, 2018

It’s astonishing how much financial misinformation manages to float around the Internet. Wisdom has been replaced by knowledge which has been replaced by information ...... just trying to reverse that trend.

Thursday, May 31, 2018

A financial professional with the ability to help you get "from here to there." Find Out More