Shock and Awe
By Thomas Fletcher, CFP®
“They had a great run, stuff happens, get over it.” I keep repeating this mantra over and over, and I know it’s o
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By: John P. Napolitano, CFP®, CPA, PFS, MST
As another college graduating class enters the real world, please use this opportunity to give them the only for
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By John Napolitano CFP®, CPA, PFS, MST
How often have you heard the statement that knowledge is power? While this sounds true to many, I generally disagree
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By: John P. Napolitano, CFP®, CPA, PFS, MST
Truth be told, no one can predict what impact the Trade Wars and resulting Tariffs will do to our long term economy
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By Tom Schulte
My sisters and I make the drive home to Syracuse, NY every couple of months or so. In order to kill time during the car rides, we have begun sha
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By: John P. Napolitano, CFP®, CPA, PFS, MST
Over the years, I’ve seen many of special requests in people’s estate planning conversations. For the most part, ma
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Thank You for the ULTIMATE Service
By: Chrissy McCormack
Memorial Day: A day when the United States mourns those members who died in active military serv
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By: John P. Napolitano, CFP®, CPA, PFS, MST
I frequently see people who think that their will directs who gets their retirement accounts after they pass away.
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By: Alexander G. Weiss, CFP©
On the eve of Memorial Day Weekend, it is a nice time to take a pause and remember why we actually have this holiday. To celeb
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By: Tom Fletcher, CFP® (Director of Investment Strategy)
At the end of a long day there’s nothing more relaxing than getting lost in the cover of an absorbi
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By: John P. Napolitano, CFP®, CPA, PFS, MST
A lot has been written and bantered about amongst the snow bird crowd regarding changing their legal domicile to
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