Financial Resources
As one of the best financial planners in Long Island, we want to give you the top financial resources to help you expand your horizons as you continue forward in your own individual financial journey. We are dedicated to helping our clients gain peace of mind and confidence at every stage of life, and we believe that this can be accomplished through guidance and the right resources.
In our blog and quarterly market reviews, we offer advice on family financial planning, post-divorce financial planning, financial planning for millennials, life planning, asset management, tax planning services, and more.
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The Psychology of “Big” Life Decisions
Consider the numerous decisions we face every day: what to eat for breakfast, what we should wear to work or a restaurant, who we should spend time with, and whether
2024 Market Forecasters’ Report Card
Have you ever written down, at the start of a year, predictions for what will happen in the year ahead? For investors, taking note of your beliefs about the market
Election Results Shouldn’t Dictate Your Investments
The US presidential election has concluded, but uncertainty remains about what comes next. For those focused on market returns, it can be helpful to look at the historical success of
Life Well-Being as a Portfolio
I often note that the biggest risks in life are not in the stock market. If you want real risk, I say, get married. And if you want more risk,
What Today’s Valuations Are Telling Investors
In recent weeks, several Wall Street market strategists have warned of lower expected returns for U.S. stocks over the next decade. Current valuations have been a common basis for these
Not So Fast! Lessons From a Short-Term Panic Event
Key Takeaways Japanese stocks experienced a historic single-day decline in early August. However, the market rebounded rather quickly. The decline was followed by a spike in global market volatility, with