Removing the Emotions from Investing

      Written by: Martin Shields, CFP®, AIF® When we meet with a prospective client in an initial meeting, we discuss the value we provide for our clients which can be broken down into the following categories: Personal CFO – We provide guidance regarding any finance related question. Tactical Investment Management – We manage ETF…

Read More

CDPHP Workforce Team Challenge 2025

  The 2025 Workforce Team Challenge is the largest running event in the Capital District and organized by Hudson-Mohawk Club HMRRC. It is a major fundraising event and this year Girl’s on the Run Capital Region and Unity House were the honored event charities. Scott, John, Katie, Shelley, Marty, Ed (not pictured), and Vinnie (not pictured) ran…

Read More

Navigating Uncertainty: Key Tariff and Market Updates

Watch our latest market update webinar where we present a market update focused on the effects of tariff policy and current economic data. The discussion will be led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra.   Topics Include: Market Update Soft Data vs. Hard Data – What to focus on Tariff…

Read More

Cash In or Hold Tight? How to Decide When to Exercise Your Non-Qualified Stock Options 

  Written by: Harmony Wagner, CFP®, CPWA®    Executives who receive non-qualified stock options (NSOs) as part of their equity compensation package may not understand how to optimize this powerful compensation type. When designing a stock option exercise strategy, several different metrics can be useful to determine the value of each option and establish trigger points.…

Read More

How Does the Social Security Fairness Act Impact Me? 

How Does the Social Security Fairness Act Impact Me?      Written by:  Samantha Masey, CFP®    The Social Security Fairness Act was signed into law on January 5, 2025, as an effort to increase social security benefits for certain types of workers that were affected by the Windfall Elimination Provision (WEP) and Government Pension…

Read More

What You Should Know About SIMPLE IRAs in 2025 

  Written by: Catherine Buck, CFP®    New changes for the SIMPLE IRA are set to take effect in 2025, thanks to SECURE Act 2.0. They include additional catch-up contributions and increased employer contributions (dependent upon the size of the employer). We’ll review the basics behind SIMPLE IRAs, who are eligible employees, and the new…

Read More