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Last week’s holiday-shortened trading session delivered a strong rebound across equity markets, with the Dow Jones, S&P 500, and Nasdaq each posting gains of more than 3% for the week. In November, performance was more mixed; the Nasdaq fell... on
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Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Retirement Funding Laurie can take your... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: MORE Listener Tax Questions Laurie can... Read More
Team Chat (March 2021) - Responsible Investing
Head of Investments, Bill Henderson, and CEO, Matt Petrozelli, discuss "responsible investing" and current market trends.
by William Henderson, Vice President / Head of Investments Markets ended mixed last week with the broader indices posting slight... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Listener Questions – Tax & Stimulus... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Children and education funding tax considerations... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Deciphering Tax Documents Laurie can take... Read More
ESG Investing
Financial Advisors Joseph Goldfeder, CFP® and Rod Young, CPA/PFS, CFP® discuss ESG investing
83B Tax Election Options
Financial Advisors Joseph Goldfeder, CFP® and Rod Young, CPA/PFS, CFP® discuss 83B tax election options.
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Tax Filing Season Laurie can take... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Attorney Nicholas Sandercock from Gross McGinley,... Read More