Webinars/Videos
Play Video Join us for a cybersecurity and fraud prevention webinar designed to inform and empower you to safeguard your personal information. In this session, our team members John Millet and David Clarke will share insights, best practices, and the latest trends in digital security. Topics we will cover include: • Overview of Cybersecurity Risks…
Have you considered relocating from New York State for your retirement? Watch our recent webinar where we explore the key lifestyle and financial factors that could influence this significant decision. Nicole Gobel and Scott Strohecker will also present an income tax case study, comparing New York to other popular retirement destinations. Learn more about: New…
Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case studies of charitable giving strategies to maximize an individual’s charitable inclinations while considering financial needs and optimizing tax benefits. Learn more about: Donor Advised Funds Charitable Remainder Trusts Private Foundations Watch the recording below! Play…
Are you or a loved one contemplating early retirement but unsure where to begin? Watch our newest webinar discussing tailored strategies for those pursuing early retirement. Martin Shields, CFP®, AIF® and Samantha Masey, CFP® discuss: What does early retirement look like? When is it a good fit? Strategies to achieve early financial independence. What are…
As the first quarter comes to an end, our investment team recaps what we’ve seen year-to-date and what economic factors may have the biggest impact on the markets for the remainder of the year. Topics include: 1st Quarter Recap Economic Overview The Fed & Fixed Income Outlook Market Outlook & Expectations Watch the recording below…
Direct indexing is one of the fastest growing areas of wealth management that offers a wide range of advantages from customization to tax efficiency. Watch our recent webinar to learn more about: What is Direct Indexing Who Can Benefit Technology Enhanced Tax Loss Harvesting What Does This Look Like for You Recording available below! Play…
Q2 2024 Market and Economic Update
As the second quarter comes to an end, our investment team recaps what we’ve seen year-to-date and what economic factors may have the biggest impact on the markets for the remainder of the year. Topics include: First Half Market Recap Economic Overview Finding Balance in Today’s Market Watch the recording below and download the Q2 2024…